With a source type, you specify from which area in CRM you send data to Dime.Scheduler. The source type is sent - along with the planning data - from Dime.Scheduler to CRM, allowing you to handle the planning data in CRM according to your specifications.
For example, when a task is planned in Dime.Scheduler for a case, you would process the planning data into a service activity in CRM. Or when a task is planned for a sales order, you will probably process the planning data into an Appointment.
Dime.Scheduler supports multiple sources - even from the same CRM organization. For example, you can send service tasks, sales tasks and custom tasks to Dime.Scheduler from a single CRM organization. By specifying a unique source type for each task type, the planning data returning from Dime.Scheduler can be processed through the own business logic in CRM.
To configure source types, follow this path:
Dime.Studio -> DS Source Types
|Field, tab or group||Description|
|Name||Fill in the 'Source Type'. this is a free text field (e.g. SERVICE or SALES)|
|Related Entities||Enter the names for each entity that is sent to Dime.Scheduler. You must enter the logical name of the entity. (e.g. salesorder, incident, equipment, systemuser …)|
|Processing Actions||Enter the actions that need to be taken when data for this source type is coming from Dime.Scheduler into CRM . |