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Service Scheduling in Microsoft Dynamics CRM 2011

  • All levels
  • 18 and older
  • $595
  • Earn 5,950 reward points
  • Price Lock Guarantee
  • 33 Wood Avenue S, Iselin, NJ

Start Dates (0)

  • $595
  • All classes are live, hands-on training via remote instructor.
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Class Description

Description

What you'll learn in this microsoft dynamics crm training:

This course discusses the scheduling process, scheduling engine, and scheduling service activities in detail since they are key entry points in the scheduling process. It also discusses how to use service scheduling in situations that have complex scheduling requirements.

Audience Profile: This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available service scheduling features in the Microsoft Dynamics CRM product.

After completing this course, students will be able to:
  • Identify key service scheduling concepts
  • Compare service scheduling business scenarios
  • Understand the service scheduling process flow
  • Set up work schedules for users, facilities or equipment
  • Close, cancel or reschedule a service activity
  • Learn how service activity records synchronize with Microsoft Office Outlook
  • Incorporate customer preferences when scheduling service activities

Prerequisites - Before attending this course, students must have:
  • General working knowledge of customer relationship management
  • General understanding of business processes
  • General working knowledge of Microsoft Windows.

Course Outline

Module 1: Introduction
This module discusses the scheduling process, scheduling engine, and scheduling service activities in detail since they are key entry points in the scheduling process.

Lessons

  • Service Scheduling Overview
  • Service Scheduling Scenarios
  • Service Scheduling Process
  • Working with Service Activities and the Service Calendar
  • Closing, Canceling, or Rescheduling a Service Activity
  • Using Charts and Reports to Analyze Service Activities
  • Lab : Create a Service Activity with a Selection Rule
Module 2: Advanced Topics
This module presents how to use service scheduling in situations that have complex scheduling requirements.

Lessons
  • Understanding the Service Activity Scheduling Engine
  • Resources, Services and Selection Rules
  • Incorporating Customer Preferences
  • Resource and Service Capacity Requirements
  • Understanding Sites and Same-Site Requirements
  • Lab : Schedule a Service with a Same-Site Requirement

Refund Policy

Cancellation / Reschedule by Student

Because we must schedule rooms, ship course materials, assign instructors and provision computer resources well in advance, it is important students alert us ASAP with any cancel/reschedule requests.

Please note the following policies:

  • If requested 16 or more calendar days before the class
    • Cancellation requests made in this timeframe are eligible for refund less 5% cancellation fee.
    • Reschedule requests made in this timeframe will be accommodated if availability exists and will be processed at no additional charge.
  • If requested 15 calendar days or less before the class
    • Cancellation or Reschedule requests made by the student 15 calendar days or less before the class starts will be charged 100% the course fee and are not entitled to a refund.

Substitutions

  • If you are unable to attend your class, a substitute who meets the course prerequisites may attend in your place at no additional charge for the original class title, date and location. If you cannot find a substitute, you will be subject to the class cancellation policy.

Make-up Policy

Students are permitted one (1) Make-Up opportunity to attend an instructor-led class that was paid for but not previously attended for no additional charge.

  • Make-Up class registrations are subject to availability and are not entitled to refund.
  • Students may not reschedule a Make-up class registration.
  • Any no shows or cancellations forfeit their one Make-up opportunity.

Additionally, ONLC reserves the right to retire courses due to lack of demand. Retired classes are not available for Make-Up.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

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