80293, Service Scheduling in Microsoft Dynamics CRM 2011

	This course discusses the scheduling process, scheduling engine, and scheduling service activities in detail since they are key entry points in the scheduling process. It also discusses how to use service scheduling in situations that have complex scheduling requirements.
	Duration: 1.0 day(s) Price: £370.00 + VAT	Download Course Content   Download Course Files

Locations

Infero Ltd is based in the Lace Market in Nottingham. Training courses take place at the following locations including Nottingham, Derby, Loughborough, Mansfield, Chesterfield, Burton-on-Trent, Lincoln, Leicester, Sheffield, Stoke-on-Trent, Tamworth, Wolverhampton, Walsall, Birmingham, Solihul, Coventry, Nuneaton, Peterborough, Grantham.

Target Students

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available service scheduling features in the Microsoft Dynamics CRM product.

Prerequisites

Before attending this course, students must have:

• General working knowledge of customer relationship management.
• General understanding of business processes.
• General working knowledge of Microsoft Windows.

Delivery Method

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Certification

Course Objectives

After completing this course, students will be able to:

• Identify key service scheduling concepts
• Compare service scheduling business scenarios
• Understand the service scheduling process flow
• Set up work schedules for users, facilities or equipment
• Close, cancel or reschedule a service activity
• Learn how service activity records synchronize with Microsoft Office Outlook
• Incorporate customer preferences when scheduling service activities

Course Content

Module 1: Introduction

Service Scheduling Overview
Service Scheduling Scenarios
Service Scheduling Process
Working with Service Activities and the Service Calendar
Closing, Canceling, or Rescheduling a Service Activity
Using Charts and Reports to Analyze Service Activities
Lab: Create a Service Activity with a Selection Rule

Module 2: Advanced Topics

Understanding the Service Activity Scheduling Engine
Resources, Services and Selection Rules
Incorporating Customer Preferences
Resource and Service Capacity Requirements
Understanding Sites and Same-Site Requirements
Lab: Schedule a Service with a Same-Site Requirement