Manage Open Cases for a Month
Question
Your company makes use of Dynamics 365 for Customer Service.
You employed as a customer service representative.
You have been given the task of managing several lists of cases.
You want to create a list of cases that are open for a month.
Which of the following actions should you take?
Answers
Explanations
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https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-viewsAs a customer service representative in Dynamics 365 for Customer Service, to create a list of cases that are open for a month, you should create a personal view.
A personal view is a customized view of data that is visible only to the user who created it. It allows you to filter and sort records based on your specific needs.
Creating a personal view for cases that are open for a month involves the following steps:
- Navigate to the Cases entity in Dynamics 365 for Customer Service.
- Click on the Advanced Find button to open the Advanced Find dialog box.
- In the Advanced Find dialog box, set the following criteria:
- Status equals Active
- Created On is on or before 30 days ago
- Click on the Results button to preview the list of cases that meet the criteria.
- Click on the Save As button to save the personal view with a descriptive name like "Cases Open for a Month".
- In the Save View As dialog box, select the User's Personal Views option and click on the Save button.
Once you have saved the personal view, you can access it anytime from the Saved Views dropdown list on the Cases entity page. The personal view will only display the cases that meet the specific criteria you defined, making it easier for you to manage and prioritize your workload.
