Microsoft Dynamics® CRM Training

Creating a Site

Video Details

A Site is a business location to which Resources can be added, and they are used in CRM Online for scheduling Services Activities. When scheduling a Service Activity, a Site lets you verify that the Resources needed to complete the Service are in the same location.

In this video tutorial, we demonstrate how to create a Site, how to add Resources to the Site, and how to schedule a Service Activity using the Site.

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