Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Case Management with only Sales Enterprise license

(0) ShareShare
ReportReport
Posted on by 35

Hi,

Can users with only Sales Enterprise license:

  • Edit/update a case created by others ? (I know they can create a case)
  • Edit/update a case created by himself/herself 
  • Track an email/appointment to a case ?
  • Get assigned with a case (by other users) ?
  • Assign the case to someone else ? 
  • Be responsible to meet a SLA ?
  • Resolve a case ?
  • Convert an activity (e.g. email) to a case ?

Thanks in advance!

  • RE: Case Management with only Sales Enterprise license

    JLKM,

    Don't poke the licensing bear.  If your organization runs so that everyone in 'Sales' has 'Customer Service' in their job description that requires them to preform the tasks you listed, simply replace the word "case" with the word "opportunity" in what you have listed and you have your goals and A1's for 2022.  Nothing you have listed cannot be done with Opportunities rather than a Case, and you will remain in the good graces of the Microsoft Licensing bear.

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Case Management with only Sales Enterprise license

    Hey!

    MOst of the answers are documented on https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-restricted-entities.  Basically:

    > Working with Case/Incident entity requires the Customer Service Professional, Customer Service Enterprise or Customer Engagement (Bundle)

    >  the link also has a text stating that PowerApps, PowerVirual Agents are allowed to update the case if it's self Serve (cases created by users themselves).  The rest of the actions (sla, resolving, assigning, update cases from others) are not allowed actions

    Regards,

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Case Management with only Sales Enterprise license

    Hi JLKM,

    In the License Guide:

    pastedimage1644484559286v3.png

    Cases for Sales: Create cases with limited edit capability. No case business process flow, SLAs, entitlements, or case routing. Users only licensed with Sales license cannot act as customer service agents and resolve cases.

    So you can create,update or delete case, but others actions can't be done.

    You can download license guide for more details.

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans