Service Scheduling in Microsoft Dynamics CRM 2011

Introduction

This course discusses the scheduling process, scheduling engine, and scheduling service activities

in detail since they are key entry points in the scheduling process. It also discusses how to use

service scheduling in situations that have complex scheduling requirements.

Outcomes

After completing this course, students will be able to:

• Identify key service scheduling concepts
• Compare service scheduling business scenarios
• Understand the service scheduling process flow
• Set up work schedules for users, facilities or equipment
• Close, cancel or reschedule a service activity
• Learn how service activity records synchronize with Microsoft Office Outlook
• Incorporate customer preferences when scheduling service activities

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