Microsoft Dynamics® CRM Training

Creating a Service

Video Details
In CRM Online, a Service is a definition of some piece of work that can be provided to customers, such as installing a product. Services must be defined before Service Activities can be scheduled for those Services on the Service Calendar. Each Service may require certain Resources (Users and Facilities/Equipment) that are necessary to perform the Service. In this tutorial video, we demonstrate how to create a Service, designate a Required Resource for that Service, and Activate the Service.

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