Create a service activity without checking for conflicts

Create a service activity to block the time and resources to provide a service to a customer. In Microsoft Dynamics CRM, a service activity uses one or more resources to perform a service at a specific time and place. You can create a service activity by finding the next available times of resources for a service or simply without checking for conflicts.

You can force a service activity into a time slot to squeeze another service activity into the leftover time from a previous service activity.

If you save a service activity without finding available times in the schedule, then Microsoft Dynamics CRM displays the service activity in the schedule without checking for conflicts.

One reason to force a service activity into a time slot is to squeeze another service activity into the leftover time from a previous service activity.

Make sure you have the Scheduler security role or equivalent permissions in Microsoft Dynamics CRM.
Follow the steps for the app you're using.

If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM > Service.
  
  Service appears on the nav bar.
  
  Then, click or tap Service > Service Calendar.
If using CRM for Outlook
1. Click or tap your organization.
2. Click or tap Service > Service > Service Calendar.
On the command bar, click or tap Service Activity.
On the Service Activity form, type or change information in the text boxes.

Hovertips provide hints on what to enter.
When you're ready to save your data, click or tap Save.

Tip

Note

If at any time before you save this service activity you want to search the schedule for an available time, you can click or tap Schedule in the Actions group to open the Schedule Service Activity dialog box.
To check the schedule for conflicts, in Service Calendar, in the Actions group, click or tap Conflicts.