Service Scheduling in Microsoft Dynamics CRM 2016 (cours 80293)

Cours disponible en français ou en anglais - Training available in French or in English

Durée: 1 jour

Objectifs du cours :

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.

Compétences acquises :

Les stagiaires seront à même d'effectuer les tâches suivantes :

Discuss key service scheduling concepts.
Compare service scheduling business scenarios.
Understand the service scheduling process flow.
Set up a Work Schedule for a User, Facility or Equipment.
Create service activities and navigate and book service activities in the Service Calendar.
Close, cancel or reschedule service activities
Analyze service activity information using charts
Identify the role and importance of the Service Activity Scheduling Engine.
Explain how service activity records synchronize with Microsoft Office Outlook in Microsoft Dynamics CRM.
Create and modify Selection Rules for the resources required to perform a service activity.
Incorporate customer preferences when scheduling service activities.
Configure resources and build selection rules to perform capacity scheduling.
Describe the importance of sites, how to associate resources with a site, and how to impose same-site restrictions on a resource selection rule.

Connaissances requises :

Pour suivre ce cours, les stagiaires doivent disposer des connaissances suivantes :

General working knowledge of customer relationship management
General understanding of business processes
General working knowledge of Microsoft Windows.