Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Microsoft Dynamics CRM 2016 Customization

You're reading from   Microsoft Dynamics CRM 2016 Customization Use a no-code approach to create powerful business solutions using Dynamics CRM 2016

Arrow left icon
Product type Paperback
Published in May 2016
Publisher Packt
ISBN-13 9781785881510
Length 374 pages
Edition 2nd Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
Arrow right icon
View More author details
Toc

Table of Contents (8) Chapters Close

Preface 1. Getting Started 2. The Dynamics CRM Application Structure FREE CHAPTER 3. Dynamics CRM Customization 4. Building Better Business Functionality 5. Dynamics CRM – Additional Features 6. Dynamics CRM Administration Index

Service Management


The Service Management administration area has been introduced with Dynamics CRM 2013 Service Pack 1, and has received a slight reorganization with each subsequent version. In Microsoft Dynamics CRM 2016, the Knowledge Base Management was added here also. It groups together settings around the service module and defines the following functional groupings:

  • Case Settings with Record Creation and Update Rules

  • Service Terms

  • Knowledge Base Management

  • Templates

  • Service Scheduling

Case Settings with Record Creation and Update Rules

The Case Settings area groups configuration elements around the case creation and routing processes available. This area is particularly useful in grouping and categorizing rules around Case processing.

The first option in this grouping, the Queues, allows us to view and manage the system queues. We can see a listing of the system queues by selecting the All Queues view, as well as manage the membership of private queues.

The Routing Rule Sets is...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image