Hi, we're new to dynamics CRM. We have a process owner who is very keen to use dynamics for scheduling jobs. The job entity will be very different from the case structure in CRM.
The owner likes the functionality that he has seen in the service activities, with scheduling, etc.
The requirement is to have a "job" entity setup that can be scheduled using the Dynamics CRM scheduling. What is the best approach to achieve this?
can you use custom entities in the scheduling or do you need to use the existing service activity?
the job entity is also very different from the service request. longer term there are other activities that are quite different to the jobs entity for insepections, so just editing the existing service activity entity does not seem like the best solution.
ideally we will need a new entity that is based onteh service activity. can this be done?
alternatively, can we have a "job" entity that has related service activities ie - one job can have one or more service activities (appointments basically) and pre populate the required fields for the service activity with the job details via a business rule?
thanks in advance