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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Crew Member type
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Crew Member type

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Posted on by Harsha1109 5

Not able to add Crew Member as "Leader"  as Crew member type field is read only, Is there any process to add crew member as Leader ?

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    I have reproduced your issue and I noticed that only if the Child Resource's type is user, the Crew Member Type is unlocked and can be chosen as Leader.

    pastedimage1652865163664v1.png

    pastedimage1652865218817v2.jpeg

    However, I didn't find any documentation which mentions this limitation.

    The only thing I can find is the description about Crew Strategy.

    Crew strategy determines how the crew manages its work. There are 3 options:

    • Cascade and Accept Cascade Completely: All resources on a crew can manage all the work. This is useful when a crew is made up of one user and the rest of the crew is equipment.
    • Crew Leader Management: A designated person (or persons) can manage the work of a crew. This is useful when a crew is made up of multiple users. You can designate more than one person to be a leader and manage the work.
    • Crew Member Self-Management: Resources can manage their own work. This is useful when a crew is made up of users who regularly work together, but may not always work together at the same place or time. Self-management also means better time capturing, which is good for organizations who bill for time spent on work.

    Based on the above description, it can be seen that this strategy is specific to the Users, which can be used to explain the issue.

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