Scheduling
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[Applies to: Microsoft Dynamics CRM 4.0]
Find the latest SDK documentation: CRM 2015 SDK
Microsoft Dynamics CRM provides capabilities to address appointment-based service scheduling. You can define services, resources and work schedules, and service locations. A scheduling engine manages booked appointments and service availability, and can be tuned to optimize scheduling to reduce costs and required resources.
The entity model for the scheduling engine includes a core set of classes: service, resource, calendar and site. Other classes describe resource requirements, constraints, calendar rules, and a schedule. The following class diagram shows how these engine entities are related. For more information, see Key to Entity Diagrams.
.gif "Scheduling entity model")
The scheduling engine needs to know when changes are made to a number of different entities in the system. When changes are made, the system automatically schedules an asynchronous system job to publish the changes. This occurs 5 minutes after the change, whether the action happens via the user interface or via Web service methods.
| Entity | Action |
| constraintbasedgroup | Create, update, delete |
| equipment | Delete |
| resourcegroup | Create, update, delete |
| resourcespec | Create, update, delete |
| service | Delete |
| systemuser | Delete |
| team | Delete, update |
In This Section
Describes how to use the scheduling engine.
Describes appointments and service appointments.
Describes the calendar and calendar rules entities.
Describes the role of resources and equipment in the scheduling model, the link between services and resources and about using resource groups to enable scheduling from a pool of resources.
Describes the service entity.