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Microsoft Dynamics CRM (Archived)

Using Queues with Sales Licenses

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Posted on by 126

Hi All,

I have created a queue to receive emails (a mixture of leads and cases) from a shared mailbox. 

Our employees have Sales Professional and Team Member licenses. (They don't have Customer Service app.

Can they still access and make use of queues to manage and assign leads in some way? They don't see or have access to the Queues option in the left pane of their Dynamics window.

The important thing here is that users can assign emails to themselves and management can report on work completed, in progress and pending. Measure & manage.

Thank you

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  • Suggested answer
    NODAL Profile Picture
    860 on at

    Hi,

    you can add "queue item" entity in other app(unified or classic) and also add that in site map navigation.

    For example Sales Hub.

    Refer docs.microsoft.com/.../add-edit-app-components

    Regards,

    Ketan

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