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Showing posts with the label service schedule ms crm 4

Setting up Service Scheduling in MS CRM

The default MSCRM doesn't provide service scheduling by default, it needs to be set up and there are a number of steps involved as described below: 1) Create a Service, i.e. define a Service or a Job to be done Go to MS CRM > Settings tab > Business Management > Services ( 3rd from top in the right side)          Click New to Create a new service, you can see existing services in the list below     Give name to the Service, choose how the time will appear in Calendar against that Service when scheduled,  Default duration is usual time take to perform the service which is editable at the time of booking the Service Start activities every ... lets you define time slots for the entire day for the Service , for example : for a service with default duration of 30 mins and start activities every hour starting from 9 AM will have time slots  such as : 9-9:30  , 10-10:10 like wise, hence it wont be possible to choose a 9:...