M80293: Service Scheduling in Microsoft Dynamics CRM 2011

1 Day Course
Hands On
Official Microsoft Curriculum
Code M80293

This course has been retired. Please view currently available Microsoft Dynamics Training Courses.

Modules

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Introduction (7 topics)

  • Service Scheduling Overview
  • Service Scheduling Scenarios
  • Service Scheduling Process
  • Working with Service Activities and the Service Calendar
  • Closing, Cancelling, or Rescheduling a Service Activity
  • Using Charts and Reports to Analyse Service Activities
  • Lab: Create a Service Activity with a Selection Rule

Advanced Topics (6 topics)

  • Understanding the Service Activity Scheduling Engine
  • Resources, Services and Selection Rules
  • Incorporating Customer Preferences
  • Resource and Service Capacity Requirements
  • Understanding Sites and Same-Site Requirements
  • Lab: Schedule a Service with a Same-Site Requirement

Prerequisites

Before attending this course, students must have:

  • General working knowledge of customer relationship management
  • General understanding of business processes
  • General working knowledge of Microsoft Windows.

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