Microsoft Dynamics CRM Customer Center

Create or edit a selection rule

Before you can add a resource to a service, you must define a selection rule to determine how resources are selected for service activities.

You can create a simple rule that selects resources from a list, and nest selection rules and sub-rules to create compound and complex rules. A compound rule selects a combination of resources, and a complex tree of selection rules selects from groups of equivalent resources.

You can also add resources to existing selection rules.

See Also

Create a simple selection rule

Set the capacity required for a service or resource