Resource management with GroupCalendar for Microsoft Dynamics CRM 2011

This video shows the resource management functionality of the GroupCalendar for Microsoft Dynamics CRM 2011. It deals with managing resources in the settings area of the CRM system, displaying options for resources within the GroupCalendar and with scheduling resources when creating appointments or service activities.

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Closed Caption:

welcome to our group calendar video in
this video I will show you the resource
management functionality
%uh group coming up for Microsoft
Dynamics CRM 2011
the new functionality enables users to
search for users
resources and research group activities
with the resources and research group
uses are searching for
I displayed in all views group can this
overview
of el cid resources helps users to make
resource cuddling
easier started settings area of use UN
system
and go to the business management area
here you have an overview of
all your facilities and equipment and
also three systems
pecan facilities and equipment area to
get an overview of
facilities and equipment it to become
one of two facilities or equipment you
will get more details like for example
name the site or description you can
also define a new facility or equipment
by clicking on a new button
type in the name of the new facility or
equipment
put aside if required at a description
if you would like to
after what
go to safe close now you can see in me
ended facility equipment me overview go
back to the business management
yet to manage all your resources new
research group
here overview all the existing resource
group
if you would like to add a new resource
crew take on a new button and type in
the name
youth group afterwards go to say
and determined but resources should be
allocated to the new group
our case we will at all
our laptops to on youth group all
laptops
pick the check box and go to okay here
you have now
over you all located resources pic safe
and go back to the group kinda in a
group koerner
you have an overview already created
appointment and activities
refresh to use a list for being able to
see the newly
ed resources research group for example
our case the laptop for by clicking
one of two Resources Research Group uses
you can see
to which fifty appointments and Katie
stay here allocated if you want to
select more than just one user
resource resource group once go to
extend it select
for example you want to find out about
the appointment Miceli attending
all select once used type in the name
Michael
choose from the menu and then type in
the laptop number for example laptop
one also selected menu
tengo tu okay now you have an overview
of
all the appointments mike is attending
and elect misused
will have an overview all the credit
appointment activities with el cid
resources all you check for example this
month you did
town you and also to come if you stop on
one of the appointment you will get more
details also see
el cid resources when creating
new appointment service activity you
will be able
to it your resources create a new
appointment
for example a meeting and then
determined
quiet optional users also resources
like for example our case uses Michael
in Christian and the facilities and
equipment
left one and two previously edit left
hook for
picked the check boxes and go to okay
now you can see he added users and
resources
also determined date and time
after wats choose a column for
disappointment
if you would like to close say
to seat a new appointment in the
overview
just up by
you concede resources also all other
details so disperse it
and thank you for your attention