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Setting Up Scheduling

Setup does not have to be done more than once, and for those working with a Microsoft Dynamics CRM partner, part of your project might be finalizing and configuring the scheduling functionality of Microsoft Dynamics CRM. In case it is not, this section goes through each section of Microsoft Dynamics CRM system configuration that needs to be configured for scheduling to work smoothly.

Defining Staff Availability

The first step in setting up scheduling is to double-check and configure staff people’s work hours. To do so, follow these steps:

1. Choose Settings.

2. Choose Administration.

3. Choose Users.

4. Choose a specific user.

5. From the left menu bar, select Work Hours (see Figure 19.6).

Figure 19.6. The work hours calendar. ...