Create or edit a resource group

Can I do this task?

Use resource groups Groups of two or more resources (users, facilities, or equipment) that can be scheduled interchangeably. to group users, facilities The physical spaces, such as conference rooms or service bays, where service activities can be performed., and equipment The tools or assets used to perform a service activity. as part of the selection rules The sets of criteria that specify which personnel, equipment, facilities, or resource groups are required to perform services, or how to select these resources, based on parameters such as quantity and capacity. for a service A type of work performed for a customer by one or more resources. Services are schedulable activities..

1. In the Navigation Pane, click Settings, click Business Management, and then click Resource Groups.
2. On the Actions toolbar, click New.
3. In the Resource Groups form, enter information in the following fields:
   • Name

     You must enter a name for the resource group. Microsoft Dynamics CRM does not check that the name is unique.

   • Business Unit

     To locate and select a business unit, click the Lookup button .

   • Description

     You can add a detailed description of this resource group, including the criteria that you used to determine which resources to add to the resource group.

4. Click Save.

   After you save the record, Resources appears under Common.

5. Click Resources, and then on the Actions toolbar, click Add Resources.
6. In the Look Up dialog box, select the users, facilities/equipment, teams, or other resource groups to add to this resource group.

   Adding other resource groups to a resource group is a good way to manage large numbers of resources. For example, you could add the resource groups of "senior technicians" and "junior technicians" to a resource group of "technicians."

7. Click OK to add the selected resources to the resource group.
8. Click Save or Save and Close.

Notes

• Resource groups are published automatically when you save and close the form. If the new resource group does not appear in the list of available resource groups for a service, or if changes are not appearing, you can manually publish the change by clicking Publish on the Resource Groups page.
• To remove a resource, select the resources you want to remove from the resource group, on the Actions toolbar, click More Actions, and then click Remove Resources. In the confirmation message, click OK.