Add resources to a site

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

After you create a site, you can add resources such as users, equipment, or facilities to it.


  1. Go to Settings > Business Management.

  2. Choose Sites.

  3. In the list of sites, under Name, double-click or tap the site that you want to add resources to.

  4. In the Navigation Pane, expand Common if necessary, and then click or tap Resources.

  5. On the Actions toolbar, click or tap Add Resources.

  6. 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 54934.

  7. 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.

  8. Close the site record.

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