Follow a
service activity from call to
reservation
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.
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Initiate
- A
customer calls to
make an appointment. |
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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. |
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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.
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Reserve
- The scheduler
discusses the
choices with the
customer, who
chooses one. |
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