Create and Check Service Activities in Microsoft Dynamics CRM

Part of the Microsoft Dynamics CRM 4 For Dummies Cheat Sheet

Microsoft Dynamics CRM makes it easy to manage the timely services that build customer loyalty. Creating and checking service activity in Microsoft Dynamics CRM will help ensure your customers' happiness with your business.

To schedule a service activity, follow these steps:

  1. At the bottom of the navigation pane, click the Service button.

  2. At the top of the navigation pane, select Service Calendar.

  3. In the Type field (next to the Look For field), select Service Activity from the drop-down list.

  4. Choose a day for the service.

  5. On the window's toolbar, click the New button and make your selection.

  6. In the Subject field, enter a name for this service activity.

  7. In the Service field, select the service you want to schedule.

  8. Choose your start and end times as well as the duration.

  9. Add any notes.

  10. Click the Details tab and fill it in as required.

  11. Click the Save and Close button to schedule the activity.

You need to check your service calendar regularly to make sure that you stay on top of your clients' needs. To do that, do this:

  1. At the bottom of the navigation pane, click the Service button.

  2. At the top of the navigation pane, select Service Calendar.

  3. Click any resource, and you'll see the schedule for that resource in the calendar area.

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Microsoft Dynamics CRM 4 For Dummies Cheat Sheet

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