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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Disable or enable Service Level Agreements (SLAs) for cases

Disable or enable Service Level Agreements (SLAs) for cases If your organisation has installed and applied updates from Microsoft Dynamics CRM Online Spring ‘14 or Microsoft Dynamics CRM 2013 Service Pack 1 (SP1), or if your organisation is using the Microsoft Dynamics CRM Online 2015 Update or Microsoft Dynamics CRM 2015, you can define service […]

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Define service level agreements (SLAs)

Define service level agreements (SLAs) Define the level of service or support that your organization agrees to offer to a customer by using service level agreements (SLAs) in Microsoft Dynamics CRM. Include detailed items to define metrics or key performance indicators (KPIs) to attain the service level. KPIs help you get a timely warning on […]

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