Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Service management


The Service management area has been introduced with Dynamics CRM 2013 Service Pack 1. It groups together settings around the service module. This area defines the following groups of settings:

  • Case settings

  • Service terms

  • Templates

  • Service scheduling

Case settings

The Case settings area groups configuration elements around the available case creation and routing processes. This area is, in particular, useful for grouping and categorizing rules around case processing.

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

The Routing Rule Sets section is where you manage specific case-routing rules. Here, you can define special rules for how a case is to be handled. For example, you can specify that, when a created case matches specific criteria, it should be forwarded to a particular team, user, or queue. In order to define...