Microsoft Course 80293 Training - MOC 80293 Class Outline

"My MOC instructor was the best instructor I have ever encountered in any class I have taken. He was professional, friendly, extremely motivating and knowledgeable."

-John Dowling, Perry, OK

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• Call (800) 611-1840 for Class Schedule

• Hands-on instruction by a certified instructor
• Includes all course materials and practice exams
• Onsite Testing
• Breakfast and Lunch provided each day

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.

At Course Completion

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

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.

• 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

After completing this module, students will be able to:

• Discuss key service scheduling concepts.
• Compare service scheduling business scenarios.
• Understand the service scheduling process flow.
• Set up a Work Schedule for a User, Facility or Equipment.
• Create service activities and navigate and book service activities in the Service Calendar.
• Close, cancel or reschedule service activities
• Analyze service activity information using charts.

Module 2: Advanced Topics

This module presents how to use service scheduling in situations that have complex scheduling requirements.

• Understanding the Service Activity Scheduling Engine
• Resources, Services and Selection Rules
• Incorporating Customer PreferencesResource and Service Capacity Requirements
• Understanding Sites and Same-Site Requirements

After completing this module, students will be able to:

• Identify the role and importance of the Service Activity Scheduling Engine.
• Explain how service activity records synchronize with Microsoft Office Outlook in Microsoft Dynamics CRM.
• Create and modify Selection Rules for the resources required to perform a service activity.
• Incorporate customer preferences when scheduling service activities.
• Configure resources and build selection rules to perform capacity scheduling.
• Describe the importance of sites, how to associate resources with a site, and how to impose same-site restrictions on a resource selection rule.

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