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Training Service Scheduling in Microsoft Dynamics CRM 2011

april 2014
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Trainingscode:MS80293
Tags:Microsoft CRM
Categorie:Eindgebruikers
Lesmethode:Open Master Class
Duur:1 Dag(en)
Totaalbedrag: 450,00 per deelnemer *
*Inclusief studiemateriaal, certificaat, koffie/thee en een uitgebreide lunch, exclusief 21% BTW

Omschrijving van deze training

This one-day CRM training 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.
  • Omschrijving van training Service Scheduling in Microsoft Dynamics CRM 2011

    This one-day CRM training 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.

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  • Examen

  • Voor wie is de training Service Scheduling in Microsoft Dynamics CRM 2011 geschikt?

    This training 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.

  • Voorkennis voor de training Service Scheduling in Microsoft Dynamics CRM 2011

    Before attending this training , students must have:

    • General working knowledge of customer relationship management
    • General understanding of business processes
    • General working knowledge of Microsoft Windows
  • Details van de training Service Scheduling in Microsoft Dynamics CRM 2011

    Module 1: Introduction
    This module discusses the scheduling process, scheduling engine, and scheduling service activities in detail since they are key entry points in the scheduling process.

    Lessons:

    • 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

    Module 2: Advanced Topics
    This module presents how to use service scheduling in situations that have complex scheduling requirements.

    Lessons:

    • 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

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