Wednesday, October 2, 2013

How to solve Error message on CRM Dashboard "you do not have sufficient privileges to view this chart. Contact your system administrator"?


Goto
Setting ->  Administration -> Users -> Client Access License (CAL) Information
Change:
Access Mode: Read-Write
License Type: Full

Thursday, September 26, 2013

Common tasks related to CRM Queue management

1. How to create a queue
Settings -> Business Management -> Queues
2. How to assign a queue to team or user
Settings -> Business Management -> Queues
3. How to assign items to a queue
Workplace -> Activities-> Tasks -> Save -> Add to Queue
4. How to assign queue item to an user
Who is working on: Workplace -> Queues -> Item -> Queue Item Detail
5. How to enable an entity to a queue
Settings -> Customizations -> Customize the System -> Entities -> Queues checkbox

Graph Based Routing

http://roysvork.wordpress.com/2013/08/20/graph-based-routing/

graph complex