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Microsoft Dynamics CRM (Archived)

PSA - Resource - Group Of resource

Posted on by 220

Hi,

In Psa I want to create a group of resource.

I mean for example 2 people are oblige to work in the same team. 

If I book Book Mister A, Mister B should be booked because they always work together.

then I want to group them in a kind of package/team but The TEAM AB should be bookable only if Mister A and Mister B are available. If One of them is not available (because working in another project or on holiday) the Team AB is not bookable.

Mister A can also be in a team AC and Mister B can be in team BD each team can be booked on different project

I have seen on resource, that I have the group type. but after I don't know how to link contact or user resource to it

can you help me ?

Many thanks

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  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: PSA - Resource - Group Of resource

    We have had to build this as custom code for PSA and Field Service

    www.ebecs.com/microsoft-dynamics-field-service-and-ebecs-field-service-accelerator

    There is no out of the box way to do this at the moment

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