Try Microsoft Edge
A fast and secure browser that's designed for Windows 10
For the latest updates to this post please visit the original posting here: How to Show Case History on the Account Record in Dynamics CRM
In order to provide world class customer service, businesses need to have the ability to see everything about a customer’s interaction with their company support group. In Microsoft Dynamics CRM, a customer’s interactions are tracked by Cases. (You can also track Activities and Notes—read more about best practices for that here.)
While cases themselves have a specific place they can be found within CRM, sometimes it’s more efficient to have these located on the Account form itself. Below we will show you how to make this happen by adding a sub-grid to the account form.
Let’s go see what our new tab looks like on the account form!
You will see in the upper left information bar that our Case History tab is there. Click on it and it is populated with all cases for this particular customer.
If you are interested in more ways to make your system more efficient, you can try any of our PowerPack add-ons for free.
The post How to Show Case History on the Account Record in Dynamics CRM appeared first on PowerObjects.