Dynamic CRM 365

Routing rules configuration What is routing rule ? In dynamics CRM 365 Customer service , when ever we create case record or incident we want to automatically route or re-directory that case to a specific team. So that they can handle the case for that reason. We can create some automating route settings. So that immediately a case record is created in the system. If you click on save and route then automatically you case will be route to that queue.   When we save case there we can find the priority level. So with this help you can create a rule set in queue. So when we create a queue and save there we need to add rule set. Then click add symbol and create a rule set We have three Priority level’s High Normal Low So we Should create a Routing Rule Set First , next Create Queue’s and then create rule set according to the Priority level’s. Now to create a Routing Rule Set > Go to CRM > click on Gear ICON > click on Advance Settings > Go to Business area > click o...

C reate normal UI report to show the specific user related contacts and add into dashboard Step1: Open Visual studio Click on create project and search for the Reports  Step2: Select Report Server Project in second Option and Click on Next  Step3: Rename and click on create Then you see your SSRS reports screen   Step 4: Right side we can see Reports Right click on Reports and then we can See some options in that click on Add  ==> New Item. Then we Can see Add Items Window in That we Have Three Options 1.Report 2.Data Source 3.Data Set .Now select Report because We are Doing for Reports.  Step 5: Then we can see in Left Navigation some Options Like 1.Built in Fields, 2.Parameters, 3.Images, 4.Data Source, 5.Data Sets.  Now Right click on Data Source and click On Add Data Source. Then Data Source Properties page will be Visible. Step 6: In Data Source Properties we have two table 1. General 2. Credentials  1. General Select General and Give Name...