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Creating a Service- Service Resources, Selection Rules

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Posted on by JessCavendish

I've been trying to use the Service Calendar resource in our company CRM system and I am having some difficulties understanding the process of creating an actual service successfully.

I have added the service and set a rule as 'Select 1 from any site.'

When I go to add a particular service to the calendar I've had so many different error messages, none if which actually help me to understand what the issue is.

They are

- The service Event Management does not have the capacity

-The resources available for the selected dates or times do not meet the minimum resource requirements for this service

- Service selection rules for the required service Event Management cannot be met. To see selection rules, open the record for this service ( I dont know why the rules are not met)

- Service selection rules for the required user NAME cannot be met. To see selection rules, open the record for this service.

Can somebody please help me with this?

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jlattimer 24,560 on at

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RE: Creating a Service- Service Resources, Selection Rules

You might review this blog post - it walks through the process and requirements. It is for CRM 4.0 but 2011 won't be much different.