Documente Academic
Documente Profesional
Documente Cultură
Introduction
This lesson explains how Microsoft Dynamics CRM service queues work, including how to create public queues and routing rules for queues. It discusses the process of deleting queues and explains how to view the list of cases and activities in queues and how to accept and assign items from queues.
19-1
Overview of Queues
Microsoft Dynamics CRM includes queuing and routing tools designed to improve how incoming requests for customer service are handled. Microsoft Dynamics CRM queues are folders that contain a list of cases or activities logged into the system. The system includes two standard personal work queues: Assigned: This folder contains active cases and activities that have been assigned to the user, but that have not yet been accepted. This can include e-mail messages received. In Progress: This folder contains cases and activities that have been accepted and are currently being worked on.
Your organization can create other queues to manage work items. You can create queues based, for instance, on existing team assignments or subject matter expertise, and modify and merge queues as organizational, product, and customer needs change. Decide on the appropriate structure for queues and create the routing rules to move cases or activities into the appropriate queues. The goal of creating multiple queues is to keep each case type separate to ensure the proper representative or team is following up with the customer in a timely manner. Using queues allows a team to monitor what has and has not been followed up. Cases and activities reside in the queue and are shared until a service representative accepts the item, taking responsibility for handling it. Public queues also enable a user to monitor the queue and dispatch or assign items to other users. Accepting or assigning an item takes it out of the queue so no one else is working on the same case or activity at the same time. When a Customer Service Representative (CSR) accepts an item from a queue, it moves to his or her In Progress queue, where it can be resolved, taken to the next level of support, or assigned to another user for resolution and/or escalation. Queues can only be viewed from the Workplace area. Users can view the queues for their business unit, but the user's security privileges determine access to the cases or activities in the queue. A user who has the appropriate permissions can create and delete queues through the Settings area. Although queues were primarily designed for service management, such as handle customer issues, they can be used to handle activities from other stages of the customer lifecycle. For example, an organization might create queues to handle parts of the process for developing Statements of Work, such as technical research, drafting the proposal, etc. A sales person working on an opportunity might create an activity for calling the customer to discuss technical requirements and assign it to the Technical Research queue, for a specialist to perform.
19-2
Queues can also be assigned to e-mail addresses. In that case, all incoming emails to that address go directly to the queue as activity records, where they can be picked up like other activities. Note that if a customer chooses to e-mail or call on an existing case, Microsoft Dynamics CRM bypasses any routing rules and sends the activity directly to the CSR who owns the case. If the CSR is not available, the system asks the customer if he or she wants to create a new case and enter the queue.
19-3
It is important to use logical, consistent naming conventions when creating public queues. During the initial implementation, create naming conventions that are consistent with the organization's policies and processes. NOTE: If a queue does not have an e-mail address assigned to it in the E-mail field. Then the queue will not receive any e-mail activity in Microsoft Dynamics CRM. If you enter a user's e-mail address, e-mail sent to the queue goes to that e-mail address. A queue can also share an e-mail address that has a record such as an account or contact.
19-4
19-5
For example, you might route all new cases for a specific product, or that have a specific priority, or even a specific service level. You might route task activities that are for opportunities that are in the Statement of Work (SOW) phase and pertain to a particular product, and assign them to the queue that specializes in SOWs for that product. Common triggers for routing workflows include: The case or activity record is created. The case or activity record's attributes change. The case or activity record's status changes. The user initiates the routing workflow manually.
Workflow routing rules often check conditions for the case/activity or its related records, including such things as: Subject Priority Service level Status Logical account Account classification
To route the item, you assign it. You can assign cases or activities to users or queues. The queue might represent an individual or a team. BEST PRACTICE: Before creating workflow processes for case routing, you must have a good understanding of an organization's business policies and procedures to make sure that the workflow processes will perform the required tasks. It is also important during the initial implementation to test all workflow processes before bringing them into a live production environment to verify the required processes.
19-6
Scenario
The Customer Service Manager has noticed an increase in calls related to [product problem] and decides to have a CSR dedicate time to these cases as she has specialized knowledge in this ea. The Manager creates a service queue named [queue name]. This queue will allow customer service representatives to route all [product problem] cases to this queue for the appropriate Customer Service representative to work on. Goal Description The goal of this demonstration is to create a queue.
Steps
1. In the Navigation Pane, click Settings and then click Business Management. 2. On the Business Management home page, click Queues. 3. On the Actions toolbar, click New. 4. Enter the information below: Queue Name E-mail Description Business Unit Owner [queue name] [email address] [description] [Business Unit] [Owner]
Deleting Queues
Queues can only be deleted by users with appropriate permissions to manage queues. They cannot be deleted when there are records in the queues. All records must be re-assigned to another queue or user before deleting the queue. BEST PRACTICE: If there are workflow processes that route cases or activities to the queue that is to be deleted, make sure that you update all routing rules before deleting the queue.
19-7
19-8
6. Click OK. 7. Click Save and Close. NOTE: When assigning a case to queue, the ownership of the record does not change until a user has accepted it. Also, you cannot assign resolved cases.
Scenario
The Customer Service department at [user's organization] is currently experiencing increased call volume. The Customer Service Manager believes this increase is because of the increased number of cases regarding contract renewal. To better handle the volume of calls and use these calls as a selling opportunity, the manager has decided to assign all contract renewal items to the [sales rep queue] which is a queue for sales representatives. Goal Description The goal of this demonstration is to assign an item to a queue.
Steps
1. In the Navigation Pane, click Service, and then click Cases. 2. Under View, select All Cases. 3. In the list, if necessary click the Title column header to sort the cases by title.
19-9
Summary
Every user has default queues Assigned and In Progress for handling their activities and cases. Service departments that organize support calls, for instance by product or expertise can create additional queues to handle specific types of calls, and workflow processes to automatically route items to queues. Users can view the items in queues to which they have access and can assign and accept items from queues.
19-10
View Queues
4. Where can queues be viewed from? ( ) Case Actions menu ( ) Accounts Actions menu ( ) Service area ( ) Workplace area
19-11
Cases
6. Where does a case go when it is assigned to a user? ( ) The user's In Process queue ( ) The user's Workplace queue ( ) The user's Assigned queue ( ) The user's Accepted queue
Progress Queue
7. What can the user do with items put in their In Progress queue? Select all that apply. (Select all that apply.) ( ) Assign the item back to a public queue ( ) It can be assigned to another user ( ) Complete the item ( ) Cancel the item
Reassigning Activities
8. What activities can be reassigned to another user? Select all that apply. (Select all that apply.) ( ) Fax ( ) Task ( ) Phone Call ( ) Appointment
19-12
Make sure you are logged on as Stefan Delmarco. The user name is Stefan and the password is Pa$$w0rd.
Challenge Yourself!
Use the information in the Scenario and Goal Description to complete the lab.
Step by Step
1. In the Navigation Pane, click Settings, and then click Business Management. 2. On the Business Management homepage, click Queues.
19-13
5. Click Save and Close. 6. In the Navigation Pane, click Workplace, and then under My Work click Queues. 7. In the Queue Pane, select a queue. 8. In the list of records, select a record. 9. On the Actions toolbar, click Assign. 10. In the Confirm Assignment dialog box, select Assign to another user. Then, enter [sales rep queue]. 11. Click OK.
19-14
2.
3.
19-15
Solutions
Test Your Knowledge
Records Assigned to Queues
1. How are records assigned to queues? Select all that apply. (Select all that apply.) () Manually by a user () Manually by a manager () Automatically by workflow ( ) Manually by dragging them to the queue
View Queues
4. Where can queues be viewed from? ( ) Case Actions menu ( ) Accounts Actions menu ( ) Service area () Workplace area
19-16
Cases
6. Where does a case go when it is assigned to a user? ( ) The user's In Process queue ( ) The user's Workplace queue () The user's Assigned queue ( ) The user's Accepted queue
Progress Queue
7. What can the user do with items put in their In Progress queue? Select all that apply. (Select all that apply.) () Assign the item back to a public queue () It can be assigned to another user () Complete the item ( ) Cancel the item
Reassigning Activities
8. What activities can be reassigned to another user? Select all that apply. (Select all that apply.) () Fax () Task () Phone Call () Appointment
19-17
19-18