Add an individual user, facility, or equipment to a resource group

Can I do this task?

You can add a user A person who has an active user account in Microsoft Dynamics CRM., facility A physical space, such as a conference room or service bay, where a service activity can be performed., or equipment The tools or assets used to perform a service activity. to a resource group Two or more resources (users, facilities, or equipment) that can be scheduled interchangeably. from the individual resource's record. This can be useful when you are creating the record for a new user, facility, or piece of equipment.

1. In the Navigation Pane, click Settings, click Administration, and then click Users.

   - OR -

2. In the Navigation Pane, click Settings, click Business Management, and then click Facilities/Equipment.
3. In the list, open the record you want to modify.
4. Under Service, click Resource Groups.
5. On the Actions toolbar, click Add to Resource Group.
6. In the Look Up Records dialog box, select the resource groups to which you want to add the user, facility, or equipment, and then click OK.
7. Click Save or Save and Close.

Notes

• You can update your own working hours or time off, and add yourself to teams and resource groups. On the Tools menu, click Options. On the General tab, at the bottom of the page, click the View your user information link.
• You cannot add a team A group of users who share and collaborate on business records. A team can consist of members who all report to one business unit or members who report to different business units. to a resource group from the team record.