2011 User's Guide Copyright

Assign a saved view to a user

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

1. 
   On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.
   
2. 
   Select the view, and then on the Actions toolbar, click the Assign button .
   
3. 
   In the Assign dialog box, click:
   

• 
  Assign to me
  

- OR -

• 
  Assign to another user
  

4. 
   Click OK.
   

Related Topics Share or Assign Records and Views 50

Assign to Queue or User Form

Can I do this task?

If the Assign button is not visible on the toolbar, the security role assigned to your account does not have permission to assign this type of record. To check your permissions for a specific record, open the record, click the File menu button and then click Properties.

More information about specific permissions and performing this task while offline: Common Task Permissions

1. 
   Navigate to activity records.
   

- OR -

2. 
   In the list of records, select the record that you want.
   

• 
  Select several records by pressing the CTRL key while you click each record.
  
• 
  Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
  
• 
  Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
  

1. 
   On the File menu, click Options.
   
2. 
   On the General tab, in the Records Per Page list, select the number of records to display per page.
   
3. 
   Click OK.
   

3. 
   In the Collaborate group, click Assign.
   
4. 
   In the Assign to Team or User dialog box, type all or part of the queue or user name, and then click the Lookup button .
   
5. 
   In the Look Up Records dialog box, in the Look for list, select the type of record you want to find.
   
6. 
   In the Search box, type the first few letters of the name of the record to narrow your search, and then click the Find button .
   
7. 
   In the list of records, select the check boxes for the records that you want to add, click Add, and then click OK.
   
8. 
   On the User or Queues form, click OK.
   

Related Topics Share or Assign Records and Views 50 Manage Activities 22

Assign a case to a user or queue

This task requires permissions that are found in all default service security roles. More information about specific permissions and performing this task while offline: Service Permissions

After a case is created, it can be assigned to another user or to a team. After accepting a case, the assigned user can continue working with the customer.

1. 
   In the Navigation Pane, click Service, and then click Cases.
   
2. 
   In the list of cases, select the case that you want to assign.
   

• 
  Select several records by pressing the CTRL key while you click each record.
  
• 
  Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
  
• 
  Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
  

1. 
   On the File menu, click Options.
   
2. 
   On the General tab, in the Records Per Page list, select the number of records to display per page.
   
3. 
   Click OK.
   

3. 
   In the Collaborate group, click Assign.
   
4. 
   In the Assign to Team or User dialog box, click Assign to another user or team.
   
5. 
   Click the Lookup button and select the record.
   
6. 
   Click OK.
   

An assigned case belongs to the user who created it until it is accepted by another user.

Related Topics Work with Cases 438 Edit Multiple Records 39 Supporting Customer Service with Microsoft Dynamics CRM 438