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Add resources to a site in Dynamics 365 Customer Engagement (on-premises) |
After you create a site for a new location, you can add resources such as users, equipment, or facilities. |
10/01/2019 |
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Mattp123 |
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After you create a site, you can add resources such as users, equipment, or facilities.
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[!INCLUDEproc_settings_bus_management]
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Choose Sites.
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In the list of sites, under Name, double-click or tap the site that you want to add resources to.
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In the Navigation Pane, expand Common if necessary, and then click or tap Resources.
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On the Actions toolbar, click or tap Add Resources.
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In the Look Up Records dialog box, in the Search text box, type in a part of the name of the resource you want to add to the site, and then click or tap the Start search icon .
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In the list of records, under Full Name, click or tap the entry for the resource you want to add to the site, and then click or tap Add.
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Close the site record.
Set up an organization
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