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Neglected Cases Reporting in CRM 4.0

Date post: 18-Dec-2014
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Description:
This brief presentation shows how to run a report on Neglected Helpdesk tickets in CRM 4.0
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Page 1: Neglected Cases Reporting in CRM 4.0

YOUR LOGO

Phase 2 International

Providing critical business software solutions at affordable prices

http://phase2.com

Page 2: Neglected Cases Reporting in CRM 4.0

CRM Neglected Cases

Microsoft CRM 4.0 can be used to report on almost any set of data collected.

For service delivery and helpdesk tickets, this is best done through “Neglected Cases”, where you set a threshold of how many days a ticket can be left open before its considered neglected.

Page 2

Page 3: Neglected Cases Reporting in CRM 4.0

CRM Neglected Cases

Page 3

From the reporting tab,Select Neglected Cases

Page 4: Neglected Cases Reporting in CRM 4.0

CRM Neglected Cases

Page 4

Set additional filter criteria if needed

Page 5: Neglected Cases Reporting in CRM 4.0

CRM Neglected Cases

Page 5

Run the report services

Page 6: Neglected Cases Reporting in CRM 4.0

CRM Neglected Cases

Page 6

View report in overview format

Page 7: Neglected Cases Reporting in CRM 4.0

CRM Neglected Cases

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View report in detailed format

Page 8: Neglected Cases Reporting in CRM 4.0

CRM Neglected Cases

Page 8

For more info or help, contact

[email protected]


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