Manage data

Manage data Set up duplicate detection rules to keep your data clean Run bulk system jobs to detect duplicate records Turn duplicate detection rules on or off for the whole organisation Delete bulk records View and take action on bulk deletion jobs Monitor and manage system jobs Send bulk email to customers Add or remove […]

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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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Manage your subscription

Manage your subscription Add user licenses to your subscription Add storage Remove storage from your subscription Add License Wizard and Add Storage Wizard errors There are a number of tasks associated with managing your Microsoft Dynamics CRM Online subscription.  To learn how to manage licenses, create users, assign security roles, grant user access, manage storage, […]

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Work with marketing campaigns

Work with marketing campaigns Get started with CRM marketing Create a marketing list in the CRM marketing work area Create or edit a campaign in the CRM marketing work area Create a quick campaign in the CRM marketing work area Add an activity to a campaign in the CRM marketing work area Add a marketing […]

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Manage queue items

Manage queue items Assign an activity to a user or queue Find what’s assigned to you in a queue   Assign an activity to a user or queue If you would like another person in your organization to work on an activity, you can assign the activity to that person or move it to another […]

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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 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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Set up queues to manage activities and cases

Set up queues to manage activities and cases Use queues to organise, prioritise, and monitor the progress of your work. In Microsoft Dynamics CRM, queues are containers to store anything that needs to be completed or requires an action. For example, completing a task or closing a case. Note For CRM Online organisations, the Private […]

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Use sites to manage your service locations

Use sites to manage your service locations Create sites to define the locations where you provide service to your customers. When you’re scheduling resources, you can define which resources will work on which site. Make sure that you have the System Administrator or System Customiser security role or equivalent permissions.  Check your security role a. […]

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