Navigating the Service Calendar

In the Service calendar, you can do all of the following tasks and activities:

• View your organization's daily, weekly, and monthly schedule of appointments and service activities.
• View work schedules and service activity schedules for a variety of resources Users that perform a service, or the equipment or facilities that are required for a service..
• Create new appointments and schedule service activities.
• Change the status of an existing service activity.
• Search for conflicts in the schedule.
• Print details of an appointment or service activity from the File menu.
• Print the entire calendar from your web browser.

You cannot customize the Service calendar or change the default view with the application. However, you can use ISV.Config An XML configuration document used to update the navigation structure of Microsoft Dynamics CRM, including adding custom buttons, tabs, and menus to entity forms. to change the colors of the time blocks.

More information: Resource Center

Viewing Appointments and Service Activities

When you open the Service calendar, a list of resources is displayed on the left side of the calendar in alphabetical order.

In the center of the page, a linear calendar displays the schedule for each resource. This display is divided into days and hours. Appointments and service activities appear in the linear calendar as labeled color blocks. Each color represents whether the time is for an appointment or a service activity, and also indicates the current status of the appointment or service activity.

Legend of Colors and Statuses

Viewing Details for Resources, Appointments, and Service Activities

To view the resources, appointments, and service activities for anyone in your organization, in the Type list, select Resources, and then in the View list select the resource view. To find a specific resource, in the Search box, enter the first few letters of a name.

The linear calendar displays the resource's schedule. To view the details of any resource, appointment, or service activity, select the record in the list to the left of the calendar, and then at the bottom of the calendar, under the Zoom scale, click the Expand button to expand the preview pane. You can also double-click a record to open it.

Note: The calendars in the Workplace area and in the Service area are not customizable.

Using the Calendar Pane to Change the Date Display

The Calendar Pane appears on the right side of the calendar. It can be collapsed or expanded.

• To change the date, click a date in the Calendar control. Use the arrows on either side of the month to change the month displayed.
• To change the range of dates, click a date on the Calendar control and then drag to the end date.
• To change the number of days that are displayed in the linear calendar, click any of the calendar options in the Calendar Pane.
• To change how much of the calendar is available to view, use the Zoom scale. Select specific date ranges to view in the From and To lists.