Q&A

Q. We have a team of five people who often handle work orders in the field. Can we use scheduling to keep track of who they are visiting and when?

A. Yes. Microsoft Dynamics CRM’s scheduling functionality allows you to track who is where and when and who needs to be where and when.

Q. Can resource groups have more than just people associated with them?

A. Yes. Resource groups can include people, facilities, and equipment.

Q. We ran into numerous errors when trying to use scheduling. What is happening?

A. You have likely not completed the configuration for scheduling, and all the pieces that you need for your schedules are not available.

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