November 2017
Intermediate to advanced
402 pages
7h 49m
English
Content preview from Mastering Microsoft Dynamics CRM 2016
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Scenario 1 - The configuration of the Service Hub
Let's consider a scenario where Contoso corporation wants to use the Interactive Service Hub for Service managements. It helps by filtering and reusing the CRM charts as Interactive Charts. Dashboards can contain records from different Entity views. The following steps need to be performed to configure the usage of the Interactive Service Hub:
- For configuring the Service Hub, navigate to Settings | Interactive Service Hub, and click on it:
As you can see in the following image, a new window should open up and automatically start configuring the system:
- Once the customizations are configured, ...