Thursday, April 18, 2013
Error Handling in MSCRM 2011 Javascript
Sechedule Service Activity in MSCRM 2011
The diagram in this article
illustrates how you can schedule a service activity in Microsoft Dynamics CRM.
A service activity is an appointment to provide a service to a customer. It
uses one or more resources to perform a service at a specific time.
- Initiate
- A customer calls to make an appointment.
- Request
- The scheduler creates a service activity, selects a service that the
customer wants, and then searches for availability within a time frame,
such as “This Week.”
- Search
- Microsoft Dynamics CRM uses the selection rule to search for available
times in the work schedules of the resources that can perform the service.
- Reserve
- The scheduler discusses the choices with the customer, who chooses one.
Automated
Service Scheduling works the way you work
Microsoft CRM includes an
appointment-based service scheduling capability that enables you to define your
services, resources, work schedules, and service locations. A sophisticated
scheduling engine manages appointment booking and service availability
according to your business rules. You can adjust it to optimize scheduling and
reduce resource usage and costs. Point-and-click reports help service managers
identify trends and adjust services and resources to meet demand. And because
service scheduling is an integral part of Microsoft CRM your staff can
easily reference customer histories, demographics, and preferences in scheduling
services. This functionality enables you to deliver more personalized,
customized service as well as feed customer service histories back into your
marketing and sales processes.
For example, an automotive repair
shop might define services in Microsoft CRM as brake jobs, front-end
alignments, transmission overhauls, and other service offerings. The repair
shop might define resources as individual mechanics, vehicle bays, tools, and
parts. When a customer calls for a service appointment, any worker in the shop
with access to a computer can schedule an appointment. Depending on the service
needed and time slots that are open, Microsoft CRM displays the dates and
times that are available. The Suggestion Pane even lists resources and services
that the customer has used before. With the customer on the phone, the worker
can schedule an appointment in a click. Then the appointment (scheduled and
finished) becomes a permanent part of that customer's Microsoft CRM record.
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