You don't need to leave the Dynamics CRM interactive dashboard to take action on items in a stream. Click the check box to select an item, and a list of quick actions is displayed at the top of the item. With cases, for example, you can assign, cancel, queue, delete, or resolve a case from the dashboard.
- [Narrator] These dashboards are wicked cool.…I love the way they display information.…The interactive filters are fabulous,…but there's even more here.…For example, if I choose an activity…to review a final proposal…as soon as I selected notice I can delete this activity,…mark it as complete,…cancel it,…click the menu set a regarding for it,…assign it or add it to a queue…right from here.…This is called a quick action,…and I invoke quick action simply by…selecting one or more items.…
If I select a case…I can resolve the case, cancel the case,…mark it so that we won't be taking entitlements away…from the customer for this case,…delete it, apply a routing rule.…In other words route the case,…assign it or add it to a queue,…and even this.…Check it out.…If I scroll down my list…and I have for example…a couple of cases here…about a product from Fabricam…and I now choose,…I can merge cases right here from the dashboard.…
I can do a lot of basic work here without…needing to go to my list of cases…or to specific cases.…I could choose to start my day by going to my dashboard,…
Author
Released
10/1/2016- Working with records
- Configuring case forms
- Creating cases and merging cases
- Adding activities to the timeline
- Researching the knowledge base
- Monitoring the dashboard
- Managing queues
- Documenting solutions as articles
- Running and exporting reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome1m 4s
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1. Dynamics CRM Data and Process
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Cases: The basics2m 39s
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The customer service process1m 29s
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2. Getting Started with Dynamics CRM
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Work with Dynamics CRM2m 54s
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Work with records7m 1s
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Use the case form6m 51s
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3. Work with Cases
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Create a new case5m 15s
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View the SLA for a case3m 1s
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Work the process3m 59s
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Merge cases3m 49s
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Research similar cases1m 39s
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Research the knowledge base3m 39s
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Manage the case record4m 41s
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Create a child case7m 46s
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Use advanced case options3m 30s
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Add a case to a queue2m 30s
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Resolve a case6m 12s
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4. Use Dashboards
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Display a dashboard8m 37s
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Sort and modify a stream2m 19s
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Apply a quick action2m 18s
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5. Document Your Learnings
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Convert a case to an article7m 34s
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Mark an article for review5m 32s
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6. Use the Dynamics CRM Web App
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Log into Dynamics CRM1m 23s
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Conclusion
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Next steps1m 18s
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Video: Apply a quick action