Tip #1006: Case management vs. ticket management in Dynamics 365

Dynamics 365 customer service functionality includes case management, which is used for a wide variety of purposes. Many companies use Dynamics 365 for management of incidents (cases), which can be everything from a service issue, a customer complaint, or a request. Dynamics 365 cases have rich functionality, just a few examples: Hierarchical parent/child cases Queues […]

Tip #610: Missing Entitlement Permissions

After a recent upgrade to CRM 2016, users started seeing errors when creating cases. After investigating the error log, it turned out to be missing permissions on Entitlements. This was a mystery, because the implementation did not use Entitlements, and the Entitlement grid was removed or hidden on the case form. What gives? While you […]