Work with Service Restrictions

A resource A user that performs a service, or the equipment or facility that is required for a service. can be restricted from performing a service A type of work performed for a customer by one or more resources. Services are schedulable activities. and you can define the service capacity The ability of a resource to produce an amount of output in a specified amount of time. for the resource.

Can I do this task?

You can restrict when a resource A user that performs a service, or the equipment or facility that is required for a service. is available to be scheduled for a specific service A type of work performed for a customer by one or more resources. Services are schedulable activities.. The resource is still available for scheduling service activities for other services.

For help gathering the right information, see the Employee Work Hours worksheet or Facility Hours worksheet in the Microsoft Dynamics CRM 2011 Implementation Guide.

1. In the Navigation Pane, click Settings, click Administration, and then click Users.
2. In the list, open the resource record you want to modify.
3. Under Common, click Work Hours.
4. On the Monthly View tab, double-click a date on the calendar that is either the first day you want to restrict the resource from performing the service or a date in a recurring schedule.
5. On the Edit Weekly Schedule dialog box, select one of the following options and then click OK.
   • This date only

     This option changes only the date selected.

     If you select this option, skip to step 8.

   • From <this date> onward

     This option changes only the schedule going forward.

   • Entire recurring weekly schedule from start to end

     This option changes this entire schedule from the start to end date.

     Selecting this option might change past days, which might affect reports regarding hours worked in the past.

6. On the Weekly Schedule dialog box, click the work hours link for the schedule you want to modify.
7. On the Work Day dialog box, click the Service Restrictions tab.
8. On the Actions toolbar, click New.
9. On the Service Restrictions dialog box, locate and select a Service. Click the Lookup button to search for a record.
10. In the Start time and End time lists, set the time when the facility or equipment is not available, and then click OK.
11. Click OK, to close the Work Day dialog box.
12. Click Save or Save and Close.

Notes

• You can set up service restrictions in your own work schedule,
• All of the options may not be available to you for selecting how much of the schedule you want to edit. The available options are based on the schedules that are already set up.