An Organization has several users, and for these users particular working hour timing is set. But it is important to maintain these working hours in an organized manner.
Through this blog, you will know the significance of creating Work Hours in Dynamics CRM.
How to Set Work Hours for Users in Dynamics CRM?
Below are the steps you can follow for scheduling Work Hours for Users in Dynamics CRM:
- You will first need to Navigate Settings → Security → Users.
- Then Open a particular User record, for whom you need to set Work Hours. And then Navigate to that User related Work Hours as shown in below screenshot:
- After this, you will be able to see the below Monthly Calendar view for the User.
- In this view you will be able to set the Work Hours for the User. Usually Work Hours can be set either on Daily or Weekly basis, and if the user is not available then for Time off basis. Below is the screenshot for reference:
- New Weekly Schedule – In which you can schedule hours for entire week.
- Work Schedule for one day – In which you can schedule hours for per day basis.
- Time off – In which you can set the Time off (i.e.: Set unavailability with reason).
Different Ways to Schedule Work Hours in Calendar Month
For scheduling Work Hours, you will need to initially select the above options. Following are the patterns described in detail.
1. New Weekly Schedule
If you want to schedule Work hours for the Users on Weekly basis then follow the below steps to set the Weekly Hours:
In this above pop-up, you can follow either of the below three pattern process for Week Schedules as mentioned below:
- Pattern 1: Are the same each day
- Pattern 2: Vary by day
- Pattern 3: Resource is not working
Pattern 1: Are the same each day
In the above screenshot, you can check or uncheck the days as per your need to schedule Workhours for the User. For instance, you can see in above screenshot we have unchecked the User availability for Sunday and Saturday.
Note: There is no End date for setting Work hours, so the work hours will keep recurring with same pattern without ending on any particular date.
Pattern 2: Vary by day
In the above pop-up, you will need to check/uncheck the required days of working for the User. And you will need to open the “Set Work Hours” link given for each day to set timings for the User day separately.
Pattern 3: None. Resource is not working
Then you can select the “Starting On” date for the User and the relevant Time zone of your Dynamics CRM and click to Save & Close.
2. Work Schedule for One day
If you want to schedule Work hours for the Users on individual day basis, then you can follow the below steps to set the work hours for “One day”.
3. Time Off
If you want to schedule time off, which means if you want to set certain start and end timings for the Users for their unavailability then you can follow the below steps to set the work hours for “Time Off”.
Step 2: After selecting this option, you will be asked to set all the details of Start and End Duration of time off with the Reason. So you can specify all these details and click to OK. Below is the referred screenshot:
How to delete these patterns from the Work Hours?
- If you try to Schedule work hours in CRM for the days where already work hours exists or contains schedule timings, then the new Work hours which you are trying to Schedule will be overlapped on the Existing Work Hours, which means the earlier ones will remain as it is and just the newer ones would be overlapping on the existing ones.
- In the below #1 screenshot, it depicts the precondition if you have existing set any Work Hours for the User.
- And in the below #2 screenshot, it is the postcondition if you try to set Workhours on the existing pattern set.
- Also if you want to delete these patterns, then you can easily select and delete it, as the existing pattern will remain as it is and wouldn’t be deleted.
In this way, following above different ways, you can create several patterned Work Hours for multiple Users in Dynamics CRM.
Have you tried new Maplytics? If not, Download your free trial today!