Set how resources are allocated for service activities

Can I do this task?

You can set the selection criteria of resources Users that perform a service, or the equipment or facilities that are required for a service. for a service A type of work performed for a customer by one or more resources. Services are schedulable activities.. For example, if want to make sure that a technician is scheduled as fully as possible before another technician is scheduled, you can select the Most Busy option.

1. In the Navigation Pane, click Settings, click Business Management, and then click Services.
2. In the list of services, open the service you want to modify.
3. On the Service form, on the Required Resources tab, double-click the selection rule you want to modify.

   Selection rules appear in the tree beside .

4. In the Edit a Selection Rule dialog box, expand the Scheduling Details area.
5. In the Selection Criteria box, select one of the following to set how Microsoft Dynamics CRM presents the results of a search for an available time slot for this service:
   • Random (default)

     This option selects proposed service activities based on the next available time slots that meet the scheduling criteria.

   • Least Busy

     This option selects the resources that have the fewest number of appointments and service activities. This option also creates a calendar in which resource use is kept balanced.

   • Most Busy

     This option selects the resources that have the greatest number of appointments and service activities. This option also creates a calendar in which individual resources are kept as busy as possible.

6. Click OK.
7. Click Save or Save and Close.

Note

If you want to view a list of how many service activities and appointments your resources have relative to each other, you can create an Advanced Find search, and then export it to a list.