Microsoft Dynamics CRM 4.0 Installing Guide
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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
