Welcome > Integration module > Microsoft Dynamics CRM > Use TotalAgility from Microsoft Dynamics CRM > Select a resource

Select a resource

When searching for a task or a job based on a particular resource, you can browse a list of resources within a category and search by partial name or by resource type. Resource Selection is also used when adding role members to a particular role or changing the job owner.

  1. On the TotalAgility control in Dynamics, select Jobs.
  2. Click Show Filter.

    The Jobs Filter page appears.

  3. Click Lookup.

    The Resource Selection page appears.

    Note All Category and All Resources type are selected by default.
  4. Click Search to return all resources.
  5. To filter the resources, do one of the following:

    • To display all resources, click Search.
    • In the Name box, enter the name of the resource and click Search. The resources such as Name, User ID and Type appears.

      Note You can also use the wild card option. For example, to display all the resources whose names begin with A, enter A% in the Name box and click Search. All the resources with a name beginning with A appears.

    • On the Type list:

      1. Select either Workers or Groups to display resources from a particular type, and click Search.

      2. All resources from the selected type appears.

      3. Select the resource.

      4. Click OK.