Create or edit a selection rule

Before you can add a resource to a service, you must define a selection rule to determine how resources are selected for service activities.

You can create a simple rule that selects resources from a list, and nest selection rules and sub-rules to create compound and complex rules. A compound rule selects a combination of resources, and a complex tree of selection rules selects from groups of equivalent resources.

You can also add resources to existing selection rules.

Applies To

Dynamics CRM 2013

Dynamics CRM 2015

Dynamics CRM 2016

Dynamics CRM Online