{"id":136,"date":"2010-06-25T05:42:00","date_gmt":"2010-06-25T00:12:00","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=136"},"modified":"2010-06-25T05:42:00","modified_gmt":"2010-06-25T00:12:00","slug":"how-to-allow-a-single-resource-to-be-scheduled-for-multiple-activities-at-the-same-time","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2010\/06\/how-to-allow-a-single-resource-to-be-scheduled-for-multiple-activities-at-the-same-time\/","title":{"rendered":"How to allow a single resource to be scheduled for multiple activities at the same time"},"content":{"rendered":"
CRM has this great scheduling feature that lets you schedule resources for a job based on the availability as well as the skill set (service) being required to perform the job.<\/p>\n

You can associate a user with a particular service through the Required Resources Tab. Once you have the user selected in the selection rule for a service, they become eligible for selection in the scheduling process.<\/p>\n

The scheduling engine also checks the availability a resource may not be found by the scheduling engine if they are already assigned another job for the same time. This is to avoid scheduling conflicts and makes perfect sense.<\/p>\n

Say you have a Project Manager that can overlook more than one task at a time and hence can be scheduled for more than one activity at a time, such resource scheduling would not be possible in Dynamics CRM, unless you specify the capacity of the resource. By specifying the capacity of a resource, you let the scheduling engine of CRM know that these resources can handle more than one job at a time and hence can be selected for as many activities at the same time as is their capacity.<\/p>\n

To set the capacity of the a resource, you need to set the Working hours of a user. You need to setup a new Weekly Schedule. In the window that popups <\/span><\/div>\n

<\/p>\n

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Select the Set Work Hours Hyperlink to bring up the following window <\/span><\/p>\n

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Click on the Show Capacity button, to bring up the Capacity column<\/p>\n

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With this done, now the user will be made available for selection for 2 simultaneous activities. <\/span><\/p>\n

<\/p>\n

After scheduling 2 simultaneous activities, calender will show both activities and will not conflict. See below,<\/span><\/p>\n

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CRM has this great scheduling feature that lets you schedule resources for a job based on the availability as well as the skill set (service) being required to perform the job. You can associate a user with a particular service through the Required Resources Tab. Once you have the user selected in the selection rule\u2026 Read More: How to allow a single resource to be scheduled for\u2026 »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,66],"tags":[251,1548],"class_list":["post-136","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm","category-web-resources-2","tag-capacity","tag-scheduling"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t