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Set when your business is closed

This topic is prerelease documentation and is subject to change.

Prevent scheduling resources on holidays and other nonworking days by defining business closures in Microsoft Dynamics CRM. You can set both the days and times that your organization will be closed.

  1. Make sure you have the Schedule Manager Security role or equivalent permissions to update the business closures.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, choose Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Choose Settings > Service Management > Business Closure.

    If using Microsoft Dynamics CRM for Outlook

    1. In the Navigation Pane, expand your organization, and then choose Settings > Business > Service Management.

    2. Choose Business Closures.

  3. To create a new business closure, on the command bar, choose New.

    -OR-

    To edit an existing business closure record, open it from the list.

  4. In the Schedule a Business Closure dialog box, type or modify information in the text boxes:

    1. In the Name box, type a name that describes the purpose of the closure.

      The first 12 characters of the name appear on each day of the closure on the calendar view of the affected resource's Work Hours.

    2. In the Start Time and End Time boxes, enter the start and end date for the closure.

    3. If you want to enter duration instead of an end time, select the length of the closure in the Duration box. Microsoft Dynamics CRM automatically calculates the end time for you.

    4. If the closure is an all-day event, select the All Day Event check box. Microsoft Dynamics CRM automatically enters the duration of 1 day.

      If you want to enter a specific time period, clear the All Day Event check box. You can then specify the hours during which your organization will be closed.

  5. To save this business closure, choose OK.

 
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