Announcements
58
Hi all,
I am working on dashboards in CRM 2016 On-Premise(V 9.0.19.8). I want Case Resolution (Activity type entity) visible in Customer Service Hub.
Using App designer i have add the Case Resolution entity in Customer Service Hub and published the changes, but the entity and activity records are not visible.
Why the entity is not visible in the Customer Service Hub?
Regards
Rushiraj
Thanks for the response Rashmitha, I have already tried this method where I have created a view and added it in a dashboard. The dashboard is showing data in Classic view, but in CSH it is leaving Case Resolution records. Again i am using CRM 2016 On-Premise (V 9.0.19.8).
Hello Rushiraj,
The case resolution is an activity type entity and will not be available directly to use on the dashboard. I would suggest to create an advanced find filter with Activity entity and add case resolution to it. Save this filter view and use it in the Dashboard of Customer service hub, this should resolve your issue.
Sample filter,
Now save this filter and use it in the dashboard view.
Hope this helps.
Thanks and Regards,
Rashmitha
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,115
Super User 2024 Season 2
#2
Martin Dráb
227,971
Super User 2024 Season 2
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (