Microsoft Dynamics® CRM Training
Scheduling a Business Closure
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Scheduling a Business Closure
Hi, and welcome to the Success Portal by xRM.com.
This video loosely follows the "Setting Your Work Hours" video.
In CRM Online, Business Closures make designated time periods unavailable for scheduled Service Activities and Appointments. However, some Resources do not observe Business Closures, and can be scheduled for Service Activities at any time.
In this tutorial, we will schedule a two-day Business Closure for the upcoming Thanksgiving holiday.
This task requires privileges that are found in all default service-scheduling Security Roles.
We begin by navigating to Settings > Business > Business Management, and then clicking Business Closures.
In the toolbar, click New.
The Schedule a Business Closure dialog opens. Let's enter "Thanksgiving 2012" in the Name field.
Now, we want to indicate that our organization will be closed the Thursday and Friday of Thanksgiving week. In the Start Time field, we'll select the date "11/22/2012". To indicate that we will be closed the following day, we can select the date in the End Time field, or we could select "2 days" in the Duration field, which is what we will do. Notice that once we do so, the End Time field automatically changes to "11/23/2012".
During this holiday, we will be closed for the entirety of both days. However, if we wanted to indicate a closing at a specific time, we would uncheck the All Day Event box. Notice that once we do this, time slots appear for both the Start Time and the End Time fields. If wanted to schedule a Business Closure for half of a day, this is how we would do so.
Make sure that we have indicated a two-day Business Closure starting on November 22. Now click OK to close the dialog.
Back at Business Closures, notice our Thanksgiving closure is scheduled with a Start of "11/22/2012", and a Duration of 2 days.
We've now successfully scheduled a Business Closure for our organization.
Let's quickly see how this Business Closure affects Scheduling. We'll find an available time slot during the Thanksgiving holiday for a Service Activity that requires a Resource that does not observe Business Closures, meaning, it can be scheduled even when our organization is closed. We'll then do the same with a Resource that does observe Business Closures.
Navigate to Service > Service Calendar. In the ribbon, click Schedule.
The Service Activity form opens with the temporary name of "New", as well as the Schedule Service Activity dialog.
In the Schedule Service Activity dialog, in the Service field, we'll select "Product Repair". In the Resources field, we'll select "Van 01", a Resource I created for this tutorial that does not observe Business Closures.
In the Start Date field, we'll select "Specific Date…" and "11/22/2012". In the Start Time field, let's choose "Any Time". Now, click Find Available Times.
As you can see, we have a plethora of available time slots for this Service Activity because "Van 01" does not observe Business Closures.
Now, in the Resources field, we'll substitute "Van 02", which is a Resource that does observe Business Closures.
Leave the Requested Time section untouched and then click Find Available Times.
As you can see, we can't schedule a Service Activity because of the Business Closure.
For information about determining whether Resources observe Business Closures, please watch "Setting Your Work Hours".
Thanks for watching.