Microsoft Dynamics® CRM Training
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In Microsoft Dynamics CRM 2011, Queues are key in organizing, prioritizing, and monitoring the progress of your work. Think of them as physical work bins containing a stack of papers for you to get through. In this lesson, we’re going to discuss a tip that will help you manage Queues. For general lessons on the subject, we recommend you watch “Working with Queues”.
In Microsoft Dynamics CRM, a Queue is automatically created for each new User or Team. Let’s refer to these as “Default Queues”. If your organization has a lot of Users and Teams, managing these Queues can be tedious because you’ll have to sift through an awful lot of them in order to find a specific one. This lesson will show you how to separate “Default Queues” from manually created ones. For the purposes of this lesson, let’s call the latter “Production Queues”.
All Queues can be managed by navigating to Settings > Business > Business Management, and then clicking Queues. Here, Queues can be created, modified, and deleted. An easy way to tell the difference between “Default” and “Production” Queues, is the angle brackets. These surround the names of all “Default Queues”. By creating a View that lists only Queues whose name does not begin with one of these angle brackets, you can get a list of “Production Queues”.
Creating a View that displays all “Production Queues”
- Navigate to Settings > Customization > Customizations, and then click Customize the System.
- In the Default Solution window, navigate to Components > Entities > Queue > Views.
- Click the New button in the toolbar.
- Name the View and click the OK button.
- In the View form, click Edit Filter Criteria in the Common Tasks pane.
- Set the criteria to “Name”, “Does Not Begin With”, “<” (It is important that this is the “less-than” symbol).
- Click the OK button to return to the View form.
- Click Save and Close.
- Publish the entity.
When you navigate back to Settings > Business > Business Management and click Queues, you’ll be able to open the new View and select only from “Production Queues”.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.