Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By : Danny Varghese
Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By: Danny Varghese

Overview of this book

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer."Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide" will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.You'll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.This book will help you attain the MB2-868 certification, making you more marketable.
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Credits
About the Author
Acknowledgement
About the Reviewers
www.packtpub.com
Preface
Answers to Sample Certification Exam Questions
Index

Introduction to service scheduling


There are a number of key terms important to understand before proceeding:

  • Service is a type of work that is delivered to a customer and performed by one or more resources. For example, equipment repair, health services, legal services, and accounting services. To define a service, enter general information about that service, identify the resources needed, and then input these requirements into a selection rule.

  • Resources are people, facilities, and equipment that are used in delivering services. Individual resources have a work schedule that defines when they are available to work.

  • Resource Groups are pools of similar resources that can carry out a given service. These resources are thought to be interchangeable.

  • Sites are locations where service operations take place.

  • Capacity Scheduling is used to consider different sized facilities or users' skill levels when setting up services and resources. An example would be a senior technician that can...