Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / incident and sales team
Microsoft Dynamics CRM (Archived)

incident and sales team

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello,

i don't know if i am on the good forum but i have a question about the new version of CRM Dynamics the 365 version.

we have only sales personn who use the CRM for the moment. But we want to inidicate if we have incident with some account (like bad delivery or broken package etc...). Apparently it's a separate service. But do you think we can see the incident in the account page and add some details (generaly our customer send their complaint to the commercial staff). And the sales team need to know if there is incident with some customers.

Can someone explain how it's work.

Thanks

*This post is locked for comments

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: incident and sales team

    They will have to have only read case privilege - that should be enough to see cases grids.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: incident and sales team

    Thanks i will look at this video. But will it be ok if they don't have authorization to creat incident or if they are in sales team and not in service team?

    kind regards,

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: incident and sales team

    Hello,

    Yes. That's possible. Check following video:

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: incident and sales team

    Thanks for your answer.

    Do you think it's possible to put a subgrid in a dashboard for the sales team main page. Like this they can see all incidents when they open the CRM.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: incident and sales team

    Hey,

    If you want to put cases related to account to account form you can use subgrids:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans