Manage users and set up security

Manage users and set up security Understand security roles Manage security settings View your user profile Add and manage users, and set security roles Assign a security role to a user Create or edit a team Enable or disable security for a field Set up security permissions for a field Secure sensitive data by enabling […]

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Create, edit, or copy a report using the Report Wizard

Create, edit, or copy a report using the Report Wizard All reports that are created using the Report Wizard are Fetch-based reports. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.  Check your security role a.   Follow the steps in View your user profile.. b.   Don’t have the […]

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Create and run reports

Create and run reports Get a list of available reports Microsoft Dynamics CRM includes many system reports that you can use to gain insights into how your business is doing. You can use these reports as is or customise them for your needs. For more information about customised reports, see Customise and organise reports. Reports […]

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Create and manage activities

Create and manage activities Schedule a service activity Navigate the service calendar Find the next available time before creating a service activity Create a service activity without checking for conflicts Schedule a service activity Use this form to search for an available time for a service activity. You can either search for an open time […]

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Create or edit an appointment

Block time to meet or talk to your customers by using appointments in Microsoft Dynamics CRM. You can modify any of the information in an open appointment. If you change the date and times of the appointment, Microsoft Dynamics CRM will recheck for schedule conflicts. The calendar displays canceled and completed appointments and service activities. […]

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Create and manage parent and child cases

Create and manage parent and child cases You can manage multiple cases more efficiently if you use parent and child cases in Microsoft Dynamics CRM. When you need to track a case where work needs to be done by other departments or when you need to track the same issue for multiple customers, you can […]

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Work with cases

Work with cases Create and manage a case Keep track of your customer requests and issues by creating support cases in Microsoft Dynamics CRM. When a customer contacts support with a question or problem, you can quickly check if there is an existing case or open a new case and start tracking the issue. You […]

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Create or edit a queue

Create or edit a queue Make sure that activities or unresolved cases are acted upon faster by using queues in Microsoft Dynamics CRM. Queues can be useful in: Having a centralised list of pending work that needs attention Sorting tasks by type or by the people assigned to complete them Use queues to categorise and […]

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Set up rules to automatically create or update records in CRM

Set up rules to automatically create or update records in CRM Overview Every organisation has multiple applications to capture customer interactions. An ability to channel external data into the Microsoft Dynamics CRM records can significantly improve the efficiency of your sales, marketing, and service teams, and increase the quality of your data. You can now […]

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