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Service Scheduling in Microsoft Dynamics CRM 2011

  • Price £480.00
  • Duration 1 day(s)
All major credit cards accepted

Description

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.

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available service scheduling features in the Microsoft Dynamics CRM product.

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.

Skills

Delegates will learn how 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

Course Content

Module 1: Introduction

This module discusses the scheduling process, scheduling engine, and scheduling service activities in detail since they are key entry points in the scheduling process.

Service Scheduling Overview
Service Scheduling Scenarios
Service Scheduling Process
Working with Service Activities and the Service Calendar
Closing, Canceling, or Rescheduling a Service Activity
Using Charts and Reports to Analyze Service Activities

Module 2: Advanced Topics

This module presents how to use service scheduling in situations that have complex scheduling requirements.

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

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