Create or edit a service

Can I do this task?

A service A type of work performed for a customer by one or more resources. Services are schedulable activities. requires at least one selection rule A set of criteria that specifies which personnel, equipment, facilities, or resource groups are required to perform a service, or how to select these resources, based on parameters such as quantity and capacity. and one or more resources Users that perform a service, or the equipment or facilities that are required for a service., resource groups Groups of two or more resources (users, facilities, or equipment) that can be scheduled interchangeably., or teams Groups 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. before the service can be scheduled with a service activity A schedulable appointment to provide a service to a customer. A service activity uses one or more resources to perform a service at a specific time and place..

For help gathering the right information, see the Service worksheet in the Microsoft Dynamics CRM 2011 Implementation Guide.

1. In the Navigation Pane, click Settings, click Business Management, and then click Services.
2. On the Actions toolbar, click New.
3. On the General tab, you must enter information in the following fields:
   • Name

     The name should be unique and reflect the specifics of the service to be provided.

   • Initial Status Reason

     This is the status of the service activity when it is created. If your organization prefers to approve all service activities before committing them to the schedule, you can select Requested or Tentative.

   • Default Duration

     You must select how long the service lasts. This can be changed when the service activity is created. The maximum duration of an appointment or service activity is 10 days.

   • Start Activities Every

     You must select how often service activities can start. This allows the start times of service activities to be staggered.

   You can enter more information about the service in the Description box.

4. On the Required Resources tab, define a selection rule.

   You can save a service without defining a selection rule, but the service cannot be scheduled.

   More information: Create or Edit a Selection Rule

   • Click a selection rule in the right-hand pane.

     Selection rules appear in the tree bes.

     Click one of the items under Common Tasks to define the selection rule by indicating how many resources are required and in what combination.

     Add a Selection Rule

     You can add complexity to a rule by adding a subrule to it.

     Add Resources

     You can add users, facilities, equipment, or teams to a selection rule.

     Add Resource Groups

     Resource groups are users, facilities, or equipment that can be scheduled interchangeably.

5. Click Save or Save and Close.

Note

To make a service unavailable or available for scheduling, in the list of service records, select a service and click Deactivate or Activate.