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Hour 19. Scheduling > Getting Started with Scheduling

Getting Started with Scheduling

The world of Microsoft Dynamics CRM scheduling uses the term service as a specific item. A service is made up of a number of unique variables, including associated resources, times, and durations. In fact, you can use scheduling to organize and manage service teams, service people, service appointments, service activities, and service equipment.

The Service Calendar

The service calendar is a unique centralized calendar for services, service activities and appointments that is configured and displayed in a manner to support conflict resolution and filtering. Service activities also show up on a specific staff member’s assigned calendar, which the staff member accesses by selecting My Work, Calendar.

Figure 19.1 shows the Service Calendar accessed in Microsoft Outlook.


  

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