Are you being served? Follow a service activity from call to reservation
Published: May 18, 2007
The diagram in this article illustrates how you can schedule a service activity in Microsoft Dynamics CRM. A service activity is an appointment to provide a service to a customer. It uses one or more resources to perform a service at a specific time.
| • | Initiate - A customer calls to make an appointment. |
| • | Request - The scheduler creates a service activity, selects a service that the customer wants, and then searches for availability within a time frame, such as “This Week.” |
| • | Search - Microsoft Dynamics CRM uses the selection rule to search for available times in the work schedules of the resources that can perform the service. |
| • | Reserve - The scheduler discusses the choices with the customer, who chooses one. |
For step-by-step instructions about how to schedule a service activity, refer to Microsoft Dynamics CRM Help. (You can open Microsoft Dynamics CRM Help by clicking Contents on the Help menu in the Web application.)
