Navigate the service calendar

1. 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 > Service.

      Service appears in the nav bar.

   2. Click or tap Service > Service Calendar.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then click or tap Service > Service Calendar.

2. A list of resources is displayed on the left side of the calendar in alphabetical order. To view the resources, appointments, and service activities for anyone in your organization, in the Type list, select Resources, and then in the View list select the resource view.

3. To find a specific resource, in the Search box, enter the first few letters of a name.

4. To view the details of any resource, appointment, or service activity, select the record in the list to the left of the calendar, and then at the bottom of the calendar, under the Zoom scale, click or tap the Expand button to expand the preview pane. You can also double-click a record to open it.

5. The Calendar pane appears on the right side of the calendar. It can be collapsed or expanded. To change the date, click or tap a date in the calendar. Use the arrows on either side of the month to change the month displayed.

6. To change the number of days that are displayed in the linear calendar, click or tap any of the calendar options in the Calendar pane.

7. To change how much of the calendar is available to view, use the Zoom scale. Select specific date ranges to view in the From and To lists.

Appointments and service activities appear in the linear calendar as labeled color blocks. The following table shows what status each color represents in the calendar.