Services
The service activities use services to define and configure how time and resources will be managed when a user schedules a service activity.
For example, consider an IT company that has a service called Network Installation, which might take three hours to complete and that requires one of the three technicians to go to the customer’s office.
To set up this service example, follow these steps:
1. Go to the Service area and click Services. Then click the New button on the Ribbon. The New Service form appears (see Figure 10.1).
By default, each service has the following required fields:
• Name
Get Microsoft Dynamics CRM 2011 Unleashed now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.