Plugin for Microsoft™ Dynamics™ CRM 2013
Contents
1. 0089c9 In Denar oie O AREF i a aa a You can freely change the colors that are associated to each status code if you save the Planner configuration the new colors will appear on Apex Planner Apex Italy www apex it O ace ao APExPlanner 8 Troubleshooting This section is intended as a quick help to resolve the most common errors For any other trouble feel free to contact us at planner apex it When opening Apex Planner it stops working and displays the message License is not valid or expired e Check on the Planner configuration if the license key is correct e Check if your Organization Unique Name matches the one on the registration email You can find the CRM Organization Unique Name under Settings gt Customization gt Developer Resources e Your demo license or your subscription may have ended Contact planner apex it for a new license key I cannot see all my users on the Planner e Check the Planner configuration and see if there is a User resource group filter only the users who belong to that group are loaded You can leave that field blank if you want to load all users e Remember to publish the Resource group after you have created or modified it Apex Planner displays the message The maximum number of users allowed by the license has been exceeded e Associate only the users you want to display to a Resource Group and add this group to the User resource group configu2. Field Service v All day service Out of Office Mo Tu We Th fr Sa Su p 1 2 3 5 6 7 8 9 10 1i 12 13 14 15 16 17 18 19 20 2i 22 23 24 25 26 27 28 29 30 Search users NAME Carol Jones VY Eddy Winton Hildred Combs December 2013 Mo Tu We Th Fr Sa Su 1 EA e a0 far aa as aa as 30 3i Jason Cooper Kevin Peters Letitia Nicolson 15 00 17 00 2h Installation Blue Company January 2014 Mo Tu We Th Fr Sa Su 1 2 3 5 6 7 8 9 10 11i 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 Bee 29 30 3i al En 3 2 3 Day view The Day view gives the most detailed view of appointments for a particular day TOREA O APeExPlanner lt gt Eddy Winton Hildred Combs U SG rs bs 10 December 10 December November 2013 January 2014 s November 2013 Field Service v Mo Tu We Th Fr Sa Su 1 2 3 5 6 7 8 9 10 11 12 13 14 15 16 17 Search users NAME 10 10 00 14 30 4 5h 18 19 20 21 22 23 24 Carol Jones Assistance aT 25 26 27 28 29 30 V Eddy Winton Basic Company 1 1 or V Hildred Combs December 2013 Jason Cooper Mo Tu We Th Fr Sa Su Kevin Peters EP 1 wate 12 00 Letitia Nicolson 2 3 5 6 7 8 9 sem 11 12 13 14 15 16 17 18 19 20 21 22 13 0 23 24 25 26 27 28 29 30 31i 14 00 January 2014 Mo Tu We Th Fr Sa Su 1 2 3 4 5 1500 6 7 8 9 10 1 12 13 14 15 16 17 18 19 15 30 18 00 2 5h 20 21i 22 23 24 25 26 16 00 Report documentation
3. original appointment to a new position The differences between this method and the Clone function are listed below e Clone creates a duplicate of the appointment form Copy replicates also every custom field you may have on your entity e Clone is available only when you use standard Planner forms Apex Italy www apex it ESS n O APexPlanner 5 Scheduling unscheduled appointments Apex Planner 2 0 introduced a new functionality all the appointments and service appointment in your CRM that have no associated resources are showed in the Unscheduled section nn N nO APeExPlanner A A 06 January 2014 11 January 2014 Unscheduled v 6 Mon 7 Tue 8 Wed 9 Thu 10 Fri A Q D Search unscheduled p A D APPOINTMENTS Carol Jones Document review 2h Eddy Winton tama const 08 30 17 00 8 5h 08 30 18 00 9 5h Mack Truck monthly Seabrook Hildred Combs jnspection San Bernardino On Site SERVICE APPOINTMENTS Jason Cooper Remote assistance 2h Basic Company sample Plan me 2 5h 08 30 18 00 9 5h Kevin Peters Seabrook New unscheduled 2h San B aS an Bernardino Basic Company sample Best o Things sample ALCOA Sheet 2h Blue Company sample Letitia Nicolson Plan me 6h Basic Company sample The unscheduled section is divided in two areas one for appointments one for service appointments you can see their name duration and customers this one only on
4. 27 281 29 30 31 Office Today 17 00 18 00 Apex Italy www apex it a APS Planner 3 2 4 Week view The Week view displays appointments for any given weekly period me en APexPlannet lt lt Jason Cooper U se rs v 06 January 09 January E A fas D Field Service v a o jason x S V NAME v Jason Cooper 07 January 10 January 08 January 11 January 12 January gt iid 44 4 bh DP PP Ee 3 2 5 Work week view The Work week view displays appointments for the working days in a particular week a SH APexPlanne Today gt z gt lt Jason Cooper 06 January 07 January 08 January 09 January 10 January EA an ia m T T T T a cr o a F p jnp y sun S 2NOS Y siasp IHH 4 ob DP OP Apex Italy www apex it n O APexPlanner 3 3 User and resource panels You can expand the user panel by clicking the arrow button on the top of Users Resources Unscheduled section With the user panel you can select which users you want to consider You can type a filter string into the Search users text box and or select a CRM team from the combo box You can also select multiple users or resources If you want to select unselect all users or resources click on the checkbox on the top
5. appointment to another user simply drag and drop the appointment on another user s section This also works if you want to change the date of the appointment By pressing the button Clone you can create a new appointment form identical to that selected you can edit its information before save it Pressing the button Delete removes the current appointment from both the planner and the CRM You can also delete an appointment by right clicking on it and selecting Delete 4 3 Service appointments Service appointments behave in the same manner as appointments The only differences are e There is one more mandatory lookup field named Service e There is one more optional field named Site e There is one more optional field named Customers e There is no Optional tab 4 4 Recurring appointments Double click on the planner and select Recurring Appointment from the New appointment dialog When you create edit a recurring appointment you are always prompted to its CRM form If you double click on an existing recurrence of the planner you are asked to choose between editing the single appointment or the entire recurrence Moving a single recurring appointment does not affect the entire recurrence Apex Italy www apex it EES N mO APExXPlanner 4 5 Copy appointments You can create a copy of an appointment service appointment by holding CTRL button and dragging the
6. of the list Users Resources Field Service Adelaide i Search users fp Search resources Dp NAME wW NAME w Carol Jones w ADE 1 01 CRT 20 w Eddy Winton w ADE 1 02 CRT 20 Hildred Combs w ADE 1 03 CRT 20 w Jason Cooper Kevin Peters Letitia Nicolson Apex Italy www apex it l aN ao APExPlanner 3 4 Calendar navigator pane You can expand the navigator pane by clicking the arrow button on the top of Calendar section With this calendar you can easily switch between distant days The data range that has been loaded is shown on the bottom of the panel If you select more than one day from the navigation panel the planner will show the date interval you have chosen GE IN n OPN SE v v Hildred Combs Jason Cooper 06 January 07 January 08 January 09 January 06 January 07 January 08 January 09 January January 2014 March 2014 January 2014 z Mo Tu We Th Fr Sa Su 1 2 3 EEESEEER o o 2 13 14 15 16 17 18 19 20 21i 22 23 24 25 26 27 7281 29 30 31 0 9 00 February 2014 Mo Tu We Th Fr Sa Su 1 0 00 pajnpayrsun sadinosay siasn 3 E 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 1 1 00 1 2 00 March 2014 Mo Tu We Th Fr Sa Su 1 3 00 3h Team meeting 1 2 Inspection 3 5 6 7 8 9 14 00 summaries 10 11 12 13 14 15 16 technical 17 18 19 20 21 22 23 difficulties over 24 25 26 27 28 29 3
7. s configuration General Name Carol s configuration License Key 2 e Owner e Carol Jones User Resource Group Appearence Number of user facilities displayed Timeline view 8 Month Week view 3 Day Work Week vi 2 Zoom level Timeline visible da 7 Day Work Week v 30min Defaults Default site Site Default team Planner Default view Timeline Default tab focus Users Default start time H 08 30 Default finish time 18 00 Settings This configuration will be used every time Carol opens the planner and overrides the Default one Note that you do not need to enter the license key or the resource group on Custom configurations because they are loaded only from the Default configuration 2 3 About the license The license is bound to an Organization Unique Name it can be used only for the CRM organization for which it was created The license key limits the number of users and the time interval You can see the maximum number of users allowed and the expiration date opening the About window into the Planner Suppose that you have a license for 50 users that expires on January 1 If your organization has more than 50 users to license or if the current date is over January 1 the planner reports an error There are three types of licenses DEMO licenses These licenses last for one month but guarantee an unlimited number of users This is the kind of license that is provided when you register on the A
8. 0 Mac c 31 1525 Today 1 6 00 In this picture you can see the appointments of Hildred Combs and Jason Cooper side by side This view is opened when you pick the two users from the user panel and select a four day interval from the date navigator Apex Italy www apex it m O AP amp Planner 4 Planning with Apex Planner With Apex Planner it is easy to create new appointments and update the existing ones You can simply drag and drop your appointments if you want to move them to different dates or you can change more accurately the appointment information using an edit dialog 4 1 Create a new appointment Select the day hour in day view in which you want to create the appointment this day hour is now colored orange Double click and select Appointment from the list to open the New appointment dialog Lorem ipsum x cf Open In CRM General Required Optional Title Lorem ipsum Location Dolor sit amet F a a Start o1 o6 2013 _ ffs 08 30 gt Finish o1 os 2013 E5 12 304 Q Duration 04 00 00 All Day Event Regarding Blue Company sample Lp Nulla placerat sapien at metus feugiat Description gravida Status Busy Send reminder Save Clone Delete Close e Title title of the appointment mandatory e Location the location of the appointment e Start Finish date and time when the appointment begins and ends Finish date must b
9. SS m APExPlanner Plugin for Microsoft Dynamics CRM 2013 2015 For On Premise and Online Deployments User Guide v 2 3 April 2015 Ae aa ao APExPlanner Contents LATOU es E aves see yevvase casa E E T eaeteaane ss 3 LE WIL ENINA 0 src vars posts cassue a E we iene pase E E E couse E E 3 Z Installation SING configurati n screeni i Es 4 Die des DE C ONNE O E E E E RA E 4 2 2 Custom CO NI UO NS vaste cerectea tess te caccecoed suc ASNE EEEE ENE E EEEE EEEE 7 Zi 2 ABDOU NE CONS E ace caarvopsrecectoceasioinretsnrsads T E yeaa ileus petonntodansesauenwnarsasemaneeatonens 7 Oe WV WS GU Tid ascetic EEA EE A A E E A EE AE N 9 FEMA E a E EE EA S 9 do VV OS OV OWNS ee e E E E E 10 PALE I V W e E A E otoweteredsdunrieaeiriadvectnicesuateaaiebenhets 10 B22 INOW WIC WY O E E T A E E E E A E E 11 ILe AV VOW ea E A E E E E E 11 PANN CIV NCW a con ny sca E E E E E E 12 I2 WOENE VON er a E E E E E E E T E etna E aes essen 12 3 3 User and resource panels s sssssssseesesrrrssrrrrssrrressrrrssrrressrerssrtressreresrtressteresrtreseteessrtresrteeeseeresereesseeeese 13 Ss e endar nE nO DAG a E E E E ES 14 A Ploning Lai 61 gt Planne een E E ene ec ere eee 15 4 1 Create a new APPOINTMENL scccsscssscrsscsscessccesccesceescsesstesceesseesseceseeeseceseeeseeeseeeseesseeeseeeseeeseeeseeess 15 AF FCPO E ro e E O E E O E 17 4 3 Service appointments ssessessessessessessessessessessresresessreseesrrsresrrsresresresre
10. as both the owner and the organizer of the appointment This setting does not apply to service appointments If yes shows on the planner appointments and service appointments with no resources all those activities are shown under their owner section Apex Italy www apex it O pace ao APExPlanner Select all users resources at startup Refresh interval Enable scheduling conflict Send reminder mail Object On create On update On delete If yes all resources are loaded at startup If Default tab focus is Users all users will be loaded Otherwise all facilities will be loaded If you choose an interval the Planner will refresh automatically Choose if the Planner shows a message every time it finds a scheduling conflict The conflicts are the same of the CRM You can choose to ignore a conflict by clicking Yes on the Ignore and Save prompt REMINDERS Section Choose if the Planner sends reminder mails when creating updating deleting appointments See section 5 1 for more information Custom object for reminder mails See section 7 1 for more information Custom message for On create reminders See section 7 1 for more information Custom message for On update reminders See section 7 1 for more information Custom message for On delete reminders See section 7 1 for more information Appointment font size Show location Show description Show du
11. e greater than start date e All Day Event if checked the appointment is marked as an all day appointment e Regarding a lookup field pointing to CRM records e Description description of the appointment e Status a drop down list where you can select one of the possible appointment states The planner shows different states using different colors e Send reminder see Section 5 1 Apex Italy www apex it Sa m O APexPlanner Dolor sit amet x Reguired regu Open In CRM General Optional S Add Resource Nome Delete Save Carol Jones Close Clone Delete In the Required tab you can specify which users or resources are required for this appointment Clicking on the lookup field opens a CRM dialog where you can select the user resource you want to add Remember to click on Add Resource if you actually want to add the selected item to the list Clicking on the button Delete removes the corresponding user resource from the list The Optional tab works like the previous tab it adds optional users or resources Apex Italy www apex it m O APexPlanner The resulting appointment is the following on day view 21 December My title My description 4 2 Edit appointments When you want to update an appointment you can just double click on it and edit the information using the same dialog you have used to create it If you want to assign the
12. ents e Facility time zone every appointment that involves a facility uses that facility time zone Suppose that you are planning from UK so using British time zone setting within your CRM You create one appointments that involves a facility situated in Sidney The start time you enter from the Planner is 9am If you set Local time zone you have entered 9am UK time so the appointment is meant to start at 69m Sidney time If you set Facility time zone you have entered 9am Sidney time note that in this case the CRM shows you the correspondent UK time which is 12am 7 3 Working hours Apex Planner 2 0 displays handles working hours for users and resources The Planner can have two different backgrounds e If the background is white the user resource is available e If the background is grey the user resource is not available You can set the working hours on CRM on the User and Facility entities 7 4 Appointment Colors Each user can customize the appointments color using the Planner configuration The Color section of the Appointments tab lists all the status codes for the appointment and service appointment entities Colors Appointments service Appointments Free E 558fdb Requested ficb09 Tentative E 466e4e Tentative 779235 Completed J 4d5e42 Completed E 429264 Canceled J fa0000 Canceled J 70000 Busy 57a7a No Show e6d4d4 Out of Office 9 a864a8 Pending c7b299 Reserved
13. er Show unscheduled appointments The number of days shown on timeline view Use this property to specify the time interval which is the amount by which the time scale displayed in the scheduling area increments Expands or collapses the Users Resources Unscheduled panel at startup Expands or collapses the Calendar panel at startup The view from which the planner starts Default filter for users Default filter for resources The tab that is selected when the planner starts Default start time for new appointments The date format must be HH mm examples of correct dates are 08 30 and 23 50 Default finish time for new appointments This date format must be HH mm too SETTINGS Section The period loaded by the application expressed in days suggested 7 If you specify a big value the planner pre loads a large amount of appointments in the future A lesser value means that the planner will reload more frequently This setting applies only to appointments that concern resources You can choose if the appointment dates are based on local time or on facility time See section 7 2 for more information If yes the planner asks for confirmation every time you make a change and displays success and failure messages If yes the planner opens standard CRM forms in a new window instead of showing the custom internal form If yes every time you plan an appointment you are set
14. following picture nO Ape Planner A 06 January 2014 11 January 2014 U se rs b 6 Mon 7 Tue 8 Wed 9 Thu 10 Fri JepuayeD Field Service v Search users pD Carol Jones vV NAME Y Carol Jones VY Eddy Wint Lect Eddy Winton vV Hildred Combs vV Jason Cooper V Kevin Peters 08 30 17 00 8 5h 08 30 18 00 9 5h v Letitia Nicolson Mack Truck monthly Seabrook Hildred Combs inspection San Bernardino On Site Jason Cooper Kevin Peters You can notice some buttons on the top the window the following table explains their actions Show the previous appointments Today Go to today gt Show the upcoming appointments y Opens a drop down list that allows you to change the current view the icon you see is the current planner view Switch to Timeline view 7 Switch to Day view 5 Switch to Work Week view Apex Italy www apex it n O APexPlanner Switch to Week view 31 Switch to Month view p Decrease the amount of appointments displayed zoom in pP Increase the amount of appointments displayed zoom out Q Refresh the planner Opens a menu that contains other actions Ll Print the current view wi Open your Planner Configuration Open the About dialog 3 2 Type of views Apex Planners has five different type of views timeline view month view week view work week view and day view You can switch between the view types using the C
15. hange view button on the top of the planner 3 2 1 Timeline view The Timeline view displays appointments as horizontal bars along the time scales and provides end users with a clearer overview for scheduling purposes an ms aC APexPlanner gt gt 06 January 2014 11 January 2014 6 Mon 7 Tue 8 Wed 9 Thu 10 Fri January 2014 March 2014 TAER January 2014 Mo Tu We Th Fr Sa Su 1 2 3 Carol Jones EAEE 2 13 14 15 16 17 18 19 20 21i 22 23 24 25 26 27 28 29 30 31 08 30 17 00 8 5h 08 30 18 00 9 5h 1 2 Seabrook 3 5 6 7 8 9 San Bernardino 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Eddy Winton February 2014 Mo Tu We Th Fr Sa Su p jnp ypsunN S 2INOS Y Hildred Combs PS A DELL NJANG March 2014 Jason Cooper Mo Tu We Th Fr Sa Su 3 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Kevin Peters Today Letitia Nicolson Apex Italy www apex it a APExXPlanner 3 2 2 Month view The Month view is the least detailed of the views and is designed to allow your end users to browse and analyze long term plans This view positions the days one after another horizontally so that they form weeks while weeks are placed one under another mo a APeEx Planner lt gt Eddy Winton U se rs W Monday Tuesday Wednesday Thursday Friday Saturday Sunday November 2013 January 2014 Z 7 November 2013
16. ields GENERAL Section It must be Default for the default configuration no constraints for other Name configurations The license key is mandatory only for the Default solution leave it blank for other License key planner configurations Owner The owner of the configuration The resource group used to filter the users on the Planner If the field is empty all CRM users will be loaded Use this field to keep the Planner below the license limits Fill this field only on the Default configuration because this is a global setting User resource group APPEARENCE Section a The maximum number of users or facilities displayed in a single page when using Timeline view oe l the timeline view suggested 7 Month Week The maximum number of users or facilities displayed in a single page when using view the month view or the week view suggested 3 Day Work Week The maximum number of users or facilities displayed in a single page when using view the day view or the work week view suggested 2 Apex Italy www apex it E n APEx Planner Timeline visible days Day Work Week view zoom level Users Resources Unsch panel Calendar panel Default view Default team Default site Default tab focus Default start time Default finish time Cached days Time Zone for Facilities Show confirmation messages Use standard CRM forms Set owner as app organiz
17. n Only the Planner sends a reminder every time an appointment is created e On Create Update and Delete a reminder is sent for every operation that occur on an appointment These settings are intended to activate or deactivate the Send reminder flag on the appointment forms For example if the Send reminder mail the flag defaults to disabled option is set to Disable every time you open an appointment form eminder LI EL cL Delete Close You can always choose to enable disable the reminder sending for a specific appointment directly from its form no matter what setting you have on the planner configuration The Object On create On update and On delete fields let you specify custom objects and contents for the reminder emails If you leave them blank the Planner will send messages with a default content which includes some information about the appointment and the event that happened You can add html code to enrich the mail content You can also include different parameters on both email object and content the available parameters are title location start finish and description Apex Italy www apex it APS gt xPlanner E S 7 2 Time zone settings When you plan appointments for facilities that are outside your time zone Apex Planner lets you see the appointment time in two different ways e Local time zone your time zone is applied to all appointm
18. n the Search button Apex Planner searches for available time slots and shows them if any in the bottom grid The grid displays the resources names alongside the date intervals where they are available Clicking the Book button next to a slot will open a new appointment or service activity which contains the chosen data When scheduling an appointment you must select at least one resource When scheduling a service activity you can left the resource grid blank Apex Planner will pick the resources for you according to the roles of the service you indicated Apex Italy www apex it TOAN m APexPlanner 7 Using Apex Planner features 7 1 Reminders Since version 1 3 it is possible to send email reminders to all users participating in an appointment All the reminder settings are located in the planner configuration entity 4 Reminders Activation Send reminder mail n Creation Only Tg Custom mail content Object apex planner reminder for jtitle n create lt h1 gt Appointment created lt h1 gt The appointment lt i gt title lt i gt has been modified On update lt h1l Appaintment updated lt h1 gt The appointment lt i gt title lt i gt has been modified On delete lt h1l Appaintment canceled lt h1 gt The appointment lt i gt title lt i gt has been modified You can choose three different default sending settings e Disabled by default no reminder will be sent e On Creatio
19. ointments to other users or facilities Users can be grouped into teams to access only the calendar of a given team at a time Facilities can be grouped into sites Each appointment can be moved in time and assigned to other users through a drag and drop The same can be done for facilities and equipment The information included in each appointment is displayed in a wider area to allow the schedule manger to get all the facts without opening each appointment A custom form allows the creation of appointments and service activities without using the Microsoft Dynamics CRM standard form Within a form you can edit and clone each appointment directly You can also choose to use the standard CRM forms if you want to edit your custom fields or if you like them more Apex Planner allows you to allow a specific number of users to execute the application using a specific security role You can also filter the users you want to display on the Planner Apex Planner is available for Microsoft Dynamics CRM 2013 2015 Microsoft Dynamics CRM Online and Microsoft Dynamics CRM for Outlook 1 1 What s new in 2 3 e Improved performances Apex Planner is now much faster when loading and updating both appointments and service activities e Availability search Search for available time slots to plan your appointments and service activities easily e Execute Apex Planner role has now only the minimum permission required to launch the Planner e Added c
20. ompatibility to CRM 2015 Update 1 e Resolved numerous bugs Apex Italy www apex it ESS O pac ao APExPlanner 2 Installation and configuration 1 Import the solution into Dynamics CRM 2 Make sure that the maximum file size is greater than the solution file which is around 7MB You can set the Maximum File Size of Dynamics CRM under Settings gt Administration gt System Settings gt E Mail Scroll down the window to find the Maximum File Size in kilobytes text box Set a value greater than 7500 You can set this value back to the original value after importing the solution 3 Should the import process give a warning such Ox80048026 Translated labels for the following languages could not be imported because they have not been enabled for this organization xxxx then it can be ignored The cause of this warning is that the system you are importing Apex Planner to does not contain all the Planner languages 2 1 Default Configuration Grant the proper permission to all users you want to use Apex Planner Go to Settings Administration Users Select the desired user s and open security roles Click on Manage Roles and check the role Execute Apex Planner In Settings Extensions you can find Planner Configurations The first configuration you have to create is the default configuration Click on the New button on the ribbon Here there are some tips on how to fill the f
21. pex site Apex Italy www apex it Ss O pac ao APExPlanner SUBSCRIPTION licenses These licenses include a limited number of users and an expiration date PERPETUAL licenses With these licenses you have a limited amount of users but no expiration date Within one year from the purchase date you can download and install the latest Apex Planner releases your license will remain valid After a year if your license is not expired yet mainly because it is PERPETUAL you can still keep using Apex Planner but cannot install the following releases You can see the maintenance expiring date in the About window The minimum number of users you need to have in your license is calculated as the number of users loaded plus the number of users that have Execute Apex Planner role If a user matches both of these rules is counted only one time The About windows shows also information about the number of licenses you are currently using If you want less users to use the planner filter them using the User resource group field or remove them Execute Apex Planner role Apex Italy www apex it Sa m O APexPlanner 3 The user interface 3 1 Main page When you open the Apex Planner main page you have nothing displayed because there are no users or resources selected You have to select at least one user or one resource in order to view their appointments The main page looks like the
22. ration Show time interval Show service Show site Show customers APPOINTMENTS Section Select the font size of the text inside appointment boxes If yes the Planner shows the appointment s location on its box If yes the Planner shows the appointment s description on its box If yes the Planner shows the appointment s duration expressed in hours on its box If yes the Planner shows the appointment s time interval start DateTime and end DateTime on its box If yes the Planner shows the service appointment s service on its box If yes the Planner shows the service appointment s site on its box If yes the Planner shows the service appointment s customers a list of full names yn separated by on its box Apex Italy www apex it Ae m APEx Planner S ai Choose here which color you want to associate to each appointment status More olors information provided in section 7 4 2 2 Custom configurations If you need custom configurations add a new Planner Configuration entity and assign the configuration to the desired user The user must belong to the Execute Apex Planner security role Fill the fields according to the user s needs An example of a custom configuration for the user Carol Jones is the following NEW 6 DEACTIVATE J DELETE SS ASSIGN CJSHARE EMAILALINK RUN WORKFLOW PLANNER CONFIGURATION INFORMATION Carol
23. ration field e Remember that also users with Execute Apex Planner security role need to be licensed e Contact us at planner apex it to get a new license for more users The Planner takes too long to load when changing the date interval e Try to set the field Cached days to a lesser value e Filter users and or resources using Default team and Default site fields The Planner reloads too often when changing the date interval Try to set the field Cached days to a higher value I use standard CRM forms When I open an appointment some fields are not auto filled Apex Planner uses a couple of custom fields to store temporary resource data The appointment service activity recurring appointment forms must contain the following hidden fields Apex Planner Extra Parameters and Is Unscheduled A generic error appears frequently when I try to modify appointments or service activities You may not have on CRM the permissions to do some of the operations you are trying to do on Apex Planner Contact your CRM administrator Apex Italy www apex it
24. sers Lp Start 4 17 2015 Es 3 30 PM S 9 Duration hours 2 5 Interval days Search Fri 4 17 2015 10 00 PM Eddy Winton Carol J 5 Y Winton arot Jones Sat 4 18 2015 12 30 AM Fri 4 17 2015 10 30 PM Eddy Winton Caral J y Winton argh sones sat 4 18 2015 1 00 AM Fri 4 17 2015 11 00 PM r lags et they Fee ron anes Gaay VINON Sat 4 18 2015 1 30 AM Fri 4 17 2015 11 30 PM Carol Jones Eddy Winton hed Clear e Add whole team Add whole site add to the search terms all user that belong to the specified team and site If both team and site are populated only users that belong to both will be added Click on the button to add the corresponding resources e Add single resource add a single user or facility to the search terms e Resources to schedule contains the resources you want to schedule The result window will show only time slots in which all of these resources are available e Search for switches between appointments and service activities e Service this lookup is visible and mandatory only for service activities Insert here the service you want to schedule e Start The date from which the search starts e Duration the appointment service activity duration in hours When selecting a Service is auto filled with the default service duration e Interval the time span of the search in days Apex Italy www apex it Ss OO pac ao APExPlanner After clicking o
25. service appointments If you drag and drop an appointment on a user or on a resource Apex Planner plans your appointment making the following changes e The new resource for the appointment is the user of facility on which you have dropped it e The new start date is the date on which you have dropped the appointment e The new end date is the starting date plus the original appointment duration You can decide to unscheduled an appointment or a service appointment removing all associated resources and thus placing it in the Unscheduled section just right click on the desired appointment and select Unschedule from the context menu The Planner normally does not show unscheduled appointments and service appointments If you want to see them set the field Show unscheduled appointments of your Planner configuration to Yes Apex Italy www apex it m O APe amp Planner 6 Search for availabilities With this functionality you can search which user or facility is schedulable You can specify when to start and choose the result you prefer the Planner will open a new appointment or service activity that fits your choice You can open the search window by clicking on the corresponding button of the upper bar Search availability Add whole team Add whole site 5 B Add single resource B Resources to schedule es aor Appointment Service Activity Service Service for 2 u
26. ssrorroreosrosroseosessesseesesseeseeseeseoe 17 4AA RecuUrnNE 2 ODO MILM CINE 5 serinrsni nren Ee EEE N N 17 AS CODY APPOINTMENTS ciscccvcrcetecesncasncavrsevnsustianns iurbesechoncasaeiecouses voilonintaistouincvaioniatiavontackot AS aaea ases ATENE riain 18 5 Scheduling unscheduled appointments ccccccssseccccsscccceesececausececceseccceescceceueceseuneceeseueceeseuecessuneceeseeas 19 CECT NAD S E E EAE EE E AA 20 7 Usine Apek Planner TedlUTES eee eee TANA 22 AEREN ees E E E AE E E E T 22 Tek VINE ZOMG SOINE Oare tinted saoechonsndartorawedrontidaniehtsunctonandanieaaswditerniventol anedenslentaaudeneitaniens 23 TBs NON OS ec a sere ace ce Sar cette cet ieee E iee ciedere genset eens asim seadaeeeatiose 23 7 4 APPOINTMENT COLOSS ccccceeseccccescccceesececeeeccceesececausececcueceeeeeeccecsusececeenecessuueceeseuecessunecessugeceeseneeeetes 23 Os TOUR SO OUI acai care saaeaco sess E eave een coerce tacucencaeesinnena E 24 Apex Italy www apex it Ss OO pac ao APExPlanner 1 Introduction Apex Planner is a plugin module for Microsoft Dynamics CRM tailored to visually schedule resources within Microsoft Dynamics CRM Service Module It is designed for businesses that need to streamline a shared calendar management Apex Planner enhances the service calendar adding features from Microsoft Outlook in a web based planning table It extends the standard calendar allowing drag and drop features to reschedule or assign app
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