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allow flexible number of resources per service RRS feed

  • Question

  • Hello,

    My company have a small number of service, and a small support team. What I want to do is the possibility to allocate to a service activity a flexible number of resources as the situation demands. For example I have service A, today to make service A I will send 2 people, because I have a big client, tommorow, for the same service I will only send one man.

    The service in CRM demands a number of resources, but mine are not standard.

    How can I do that ?

    Thank a lot

    Thursday, June 16, 2011 11:36 AM

Answers

  • Hi,

    If you have a scenario where a service requires a capacity of 2 and you have users of differing ability, for example where users A & B have a capacity of 1 and user C who is more experienced has a capacity of 2 meaning that your service could be carried out by either BOTH A & B or user C on their own, then CRM can deal with that.

    If the users are all the same ability and you purely decide if it needs 2 resources or 1 arbitrarily, then you may need to create 2 different services, a '2 man' service' and a '1 man service. 

    Alternatively, you can persevere with a single service and 'ignore and save' the warning messages when you attempt to schedule the service activity.

    Rob 


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd. Microsoft Community Contributor Award 2011
    Thursday, June 16, 2011 9:09 PM
    Answerer

All replies

  • Hi,

    If you have a scenario where a service requires a capacity of 2 and you have users of differing ability, for example where users A & B have a capacity of 1 and user C who is more experienced has a capacity of 2 meaning that your service could be carried out by either BOTH A & B or user C on their own, then CRM can deal with that.

    If the users are all the same ability and you purely decide if it needs 2 resources or 1 arbitrarily, then you may need to create 2 different services, a '2 man' service' and a '1 man service. 

    Alternatively, you can persevere with a single service and 'ignore and save' the warning messages when you attempt to schedule the service activity.

    Rob 


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd. Microsoft Community Contributor Award 2011
    Thursday, June 16, 2011 9:09 PM
    Answerer
  • Hello

    Indeed it is arbitrarily, is there a way to disable the error message ?

    Thanks

    Thursday, June 16, 2011 9:49 PM
  • I'm afraid not in a supported way

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd. Microsoft Community Contributor Award 2011
    Tuesday, June 21, 2011 11:00 PM
    Answerer