Service Functions

How To Create A Knowledge Base Article
This article illustrates how to create a Knowledge Base within CRM 2011 1. Log into Microsoft Dynamics CRM 2011 2. In the navigatio...
Mon, 1 Jun, 2015 at 7:46 PM
Creating a Report with the Report Wizard
The steps below will walk you through creating a report with the report wizard. 1. In the Workplace area, click on Reports. 2. In t...
Mon, 1 Jun, 2015 at 7:48 PM
Exporting Static Data to Excel Worksheets
Follow the steps below to export static data to Excel worksheets 1. In the workplace area, click Accounts. 2. In the view selector...
Mon, 1 Jun, 2015 at 7:49 PM
Publishing a Knowledge Base Article
After you have created a knowledge base article, it is saved as a draft. When you submit the article, it is moved to the Unapproved article view so it can b...
Mon, 1 Jun, 2015 at 7:50 PM
Activating and Renewing A Contract
This article explains how to activate and renew a contract. Activating A Contract 1. In the Service area, click Contracts, then doubl...
Mon, 1 Jun, 2015 at 7:51 PM
Assigning Accounts and Contacts to other Users
In addition to sharing records with other users, you can change the ownership of a record. Most of the records in CRM (accounts, contacts, leads etc..) are ...
Mon, 1 Jun, 2015 at 7:52 PM
Scheduling A Report
Follow the steps below on how to schedule a report 1. In the Workplace area, click Reports. 2. Select a report without opening it. ...
Mon, 1 Jun, 2015 at 7:53 PM
Contract Statuses
When a contract is created, it is assigned a default status of Draft. Only contracts in Draft status can be edited. When a contract becomes Invoiced or Acti...
Mon, 1 Jun, 2015 at 7:54 PM
Creating and Assigning a Service Request Case
Creating and Assigning a Service Request Case 1. In the Service area, click Cases to view the case list. 2. On the ribbon, on the C...
Mon, 1 Jun, 2015 at 7:55 PM