Schedule Time Off

Can I do this task?

You can schedule To cross-reference resource schedules to find a period of time available to schedule a service activity. a period of time in the middle of a schedule when a resource A user that performs a service, or the equipment or facility that is required for a service. is not available to be scheduled for a service activity. For a user, this could be a sick day or vacation. For a facility or equipment, this could be an equipment failure.

If you want to schedule a resource for business closure or holiday, see the procedure for Set or change work hours for a user, facility, or 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 resource you want to modify.
4. Under Common, click Work Hours.
5. On the Monthly View tab, select a date on the calendar.
6. On the Actions toolbar, on the Set Up menu, click Time Off.
7. In the Time Off dialog box, complete the following boxes:
   • Reason

     Type a short explanation for the resource's absence.

   • All Day Event

     If the resource is unavailable for the entire day (midnight to midnight) of all of the days, select this check box.

   • Start Time and End Time

     If you have not selected the All Day Event check box, you can set specific start and end times. When the end date is reached, the previous schedule continues.

   • Duration

     If you do not want to calculate the end date, select the number of days the resource is unavailable.

   • Time Zone

     If the resource is in a different time zone, select the time zone. Microsoft Dynamics CRM automatically adjusts the times on the calendars.

8. Click OK.

   In the working hours calendar, affected days are marked with a red block. In the Service calendar the time appears as a white block and cannot be scheduled.

Note

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.