Case studies
In this section, we will look at some case studies, which will represent and give a brief idea of the usage and configuration of Service Hubs:
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, a screen with the following layout should appear:
A walkthrough of the Interactive Service Hub
In Dynamics CRM, we can configure the record types that we want to appear in the Interactive Service Hub. By...
