The RELATED tab

The RELATED tab provides information related to associated cases, opportunities, contacts, and entitlements. The following screenshot displays the information related to the CONTACTS entity:

To create new records of any type, the customer representative can just click on the + button. This will open a new page in which the representative can enter details about the new activity. To open the cases assigned to the customer representative, the user can navigate to Service | Cases:

Next, user opens the record of the case and ...

Get Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.