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Microsoft Dynamics CRM 4.0 Installing Guide
9-74
Task Subtask: Help Topic Title
Set up queues for cases. Learn how to
organize incoming cases by using queues.
(These tasks are completed in the Business
Management area of Settings.)
•
Learn how to create queues: Creating Queues for
Incoming Cases
• Verify that e-mail is configured for queues:
Understanding E-mail Configurations
• Create queues: Work with Queues
• Create routing rules to move cases to queues: Install the
Microsoft Dynamics CRM E-mail Router
Create service contract templates. Set up
service-contract templates to track service
contracts with your customers. (These tasks
are completed in the Templates area of
Settings.)
•
Learn how to create contract templates: Creating
Contract Templates
• Create or edit contracts and contract templates: Work
with Contract Templates