Now that we have mapped students, teachers, and parents, the next step is to identify the possible mappings for classrooms, books, and so on. Dynamics CRM provides an out-of-box feature of Service Management, which can be easily customized to add the resources required in any typical school:
- Navigate to Settings | Service Management | Service Scheduling | Facilities/Equipment:
- Now, click on the Facilities/Equipment link. On doing so, you will be redirected to the Facilities/Equipment view:
- Now, add the appropriate Facilities/Equipment requirements for the daily functioning of the institute:
This way, we can map all the required equipment, such as classrooms, blackboards, labs, presenters, and so on, to facilities in Dynamics CRM 2016.
For mapping the books available in a library, depending on the attributes required, we can either go for a custom entity, or we can just reuse the same Facility/Equipment entity. The following screenshot shows how the records of Classrooms, Labs, Playground, and Library/Books will be collectively represented as a Facility/Equipment:
Dynamics CRM 2016 provides out-of-box activities such as email, phone, and appointments for associating any interaction with the customer. We can create our own custom entities and define them as activities. Using some custom logic, which we will be learning in the coming chapters, the attendance can be perceived as another form of activity.