Create or edit a resource group

Use resource groups to group users, facilities, and equipment as part of the selection rules for a service.

Create a resource group

Navigate to your area.
If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.
  Settings appears on the nav bar.
2. Click or tap Settings > Business Management > Resource Groups.
If using CRM for Outlook
1. In the Navigation Pane, expand your organization if necessary, and then expand Settings.
2. Expand Business, and then click or tap Business Management > Resource Groups.
On the Actions toolbar, click or tap New.
In the Resource Groups form, enter information in the following fields:
- Name
  You must enter a name for the resource group. Microsoft Dynamics CRM does not check that the name is unique.
- Business Unit
  To locate and select a business unit, click or tap the Lookup button .
- Description
  You can add a detailed description of this resource group, including the criteria that you used to determine which resources to add to the resource group.
Click or tap Save.
After you save the record, Resources appears under Common.
Click or tap Resources, and then on the Actions toolbar, click or tap Add Resources.
In the Look Up dialog box, select the users, facilities/equipment, teams, or other resource groups to add to this resource group.
Adding other resource groups to a resource group is a good way to manage large numbers of resources. For example, you could add the resource groups of "senior technicians" and "junior technicians" to a resource group of "technicians."
Click or tap OK to add the selected resources to the resource group.
Click or tap Save or Save and Close.

Edit a resource group

Navigate to your area.
If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.
  Settings appears on the nav bar.
2. Click or tap Settings > Business Management > Resource Groups.
If using CRM for Outlook
1. In the Navigation Pane, expand your organization if necessary, and then expand Settings.
2. Expand Business, and then click or tap Business Management > Resource Groups.
Open the resource group you want to change.
In the Resource Groups form, change the information.
Click or tap Save or Save and Close.

Note

Resource groups are published automatically when you save and close the form. If the new resource group doesn't appear in the list of available resource groups for a service, or if changes are not appearing, you can manually publish the change by clicking Publish on the Resource Groups page.

To remove a resource, select the resource you want to remove from the resource group. On the Actions toolbar, click or tap More Actions, and then click or tap Remove Resources.

Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it's least disruptive to users.

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