Create a simple selection rule

This procedure assumes that no selection rules have been created previously for this service.

Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

Check your security role
1. Follow the steps in View your user profile.
2. Don't have the correct permissions? Contact your system administrator.
Follow the steps for the app you're using.

If using the CRM web application
1. In the nav bar, click or tap Microsoft Dynamics CRM > Settings.
  
  Settings appears in the nav bar.
2. Click or tap Settings > Business Management > Services.
If using CRM for Outlook
1. In the Navigation Pane, expand your organization if necessary, click or tap Settings > Business Management, and then click or tap Services.
In the list of services, open the service to which you want to add a selection rule.
On the Service form, click or tap Required Resources, and then double-click or double-tap the first selection rule in the right pane.

Selection rules appear in the tree beside.
In the Edit a Selection Rule dialog box, enter the following information:
- Quantity
  
  Select the number of resources required for the service. If you select All, all the selected resources are included in the service activity.
- Description
  
  Enter any additional information about the scheduling rule you want to include.
- Selection Site
  
  This option defines whether the resources must all be from the same site or if they can be from any site in the business unit. This option is available only in the top-level selection rule.
Click or tap OK.
Under Common Tasks, you can add resources:
- To add individual users, facilities, equipment or teams to the selection rule, click or tap Add Resources.
  
  In the Look Up Records dialog box, select the records you want to add. You can add as many records as you want, and they can be a mix of individual users, facilities, equipment, and teams.
- To add resource groups to the selection rule, click or tap Add Resource Groups.
  
  In the Look Up Records dialog box, select the records you want to add. You can add as many records as you want.
Tip

If you select multiple users in the Look Up Records dialog box and click or tap OK, the Save the selection as a Resource Group dialog box opens. If you want to create a resource group from the selected resources, click or tap Yes, save the selection as a resource group with the name, enter a name in the box, and then click or tap OK. The new resource group appears in the selection tree.
Click or tap OK.
Click or tap Save or Save and Close.

Tip