Tip #434: Recommended security for queues

CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to,  then set all […]

Tip #289: Security needed to pick and route queue items

Update  CRM 2013 SP1 changes the Queue “Work On” button to “Pick.” Before SP1, when a user clicked “Work On,” the queue item “Working On” field would be set to the user who clicked the button, but the record in the queue would remain assigned to the original owner. Post SP1, clicking “Pick” not only sets […]

Tip #249: Can I disable the personal queues?

Dear tipsters, I find the personal queues in CRM (the queues starting with “<“) make the queues very cumbersome. We don’t use them. Can I disable them? Yes. Yes you can. Another option, if you have SP1 for 2013, is convert them to private queues. You will notice that for users created post SP1, the […]