title | TOCTitle | ms:assetid | ms:mtpsurl | ms:contentKeyID | author | ms.date | mtps_version |
---|---|---|---|---|---|---|---|
Customer service manager security role (TradeCustomerServiceManager) |
Customer service manager security role (TradeCustomerServiceManager) |
d359fc6f-544a-4ec6-b9fb-f2497bd127f0 |
37823190 |
tonyafehr |
05/06/2014 |
v=AX.60 |
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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The Customer service manager security role represents a user who reviews customer service process performance and enables the customer service process.
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
---|---|---|
Enable case management |
CaseCaseManagementEnable |
Set up policies and reference data to enable the case management process |
Inquire into case management policies |
CaseCaseManagementPolicyInquire |
Respond to inquiries about policies governing the case management process |
Inquire into case management reference data inquiries |
CaseCaseManagementReferenceDataInquire |
Respond to inquiries about case management reference data |
Inquire into case progress |
CaseCaseProgressInquire |
Respond to inquiries about the status of cases |
Inquire into sales case progress |
CaseSalesCaseProgressInquire |
Respond to inquiries about the status of sales cases |
Inquire into service case progress |
CaseServiceCaseProgressInquire |
Respond to inquiries about the status of service cases |
Activate, deactivate, update sites solution in Home module |
CaseSitesSolutionMaintain |
|
Maintain document service operation |
CaseWebServiceMaintain |
Read and create cases and inquire about category and priority information |
Inquire into customer master |
CustCustomerMasterInquire |
Respond to inquiries about customer master data |
Inquire into related inventory status |
InventRelatedInventoryStatusInquire |
Respond to inquiries about the status of the related inventory |
Process catalog requests
|
MCRCatalogRequestMaintain |
|
Merge and unmerge customers
|
MCRCustMergeMaintain |
Merge and unmerge customer records |
Maintain customer service
|
MCRCustomerServiceMaintain |
Maintain customer service |
Inquire into order events
|
MCREventInquire |
Respond to inquiries about order events |
Maintain sales return order
|
MCRReturnSalesReturnOrderMaintain |
Document and record sales return order |
Maintain sales order holds
|
MCRSalesHoldMaintain |
|
Maintain sales order
|
MCRSalesOrderMaintain |
|
Inquire into sales return order progress |
ReturnSalesReturnOrderProgressInquire |
Respond to inquiries about the status of the sales return order process |
Inquire into activities |
smmActivityInquire |
Respond to inquiries about activity data |
Enable activity process |
smmActivityProcessEnable |
Set up policies and reference data to enable the activity process |
Review activity process |
smmActivityProcessReview |
Monitor, analyze, and improve the activity process |
Inquire into activity reference data |
smmActivityReferenceDataInquire |
Respond to inquiries about activity reference data |
Inquire into prospect master |
smmBusinessRelationMasterInquire |
Respond to inquiries about prospects master data |
Review prospects |
smmBusinessRelationMasterReview |
Monitor, analyze, and improve the prospects |
Inquire into contact master |
smmContactMasterInquire |
Respond to inquiries about contact master data |
Enable contact process |
smmContactProcessEnable |
Set up policies and reference data to enable the contact process |
Inquire into contact reference data |
smmContactReferenceDataInquire |
Respond to inquiries about contact master reference data |
Maintain knowledge articles |
smmKnowledgeArticlesMaintain |
Configure and maintain knowledge articles |
Prospect turnover |
smmProspectsTurnoverGenerate |
Create turnover report for prospects |
Maintain sites service solution in sales and marketing module |
smmSitesSolutionMaintain |