Category Archives: Interactive Service Hub

Insights for Basics of Knowledge Articles in Dynamics CRM 2016

Microsoft has introduced a new knowledge management system for Dynamics CRM Online 2016 Update and Dynamics CRM 2016 On-Premises. This new system enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. You… Read More »

Configure Fields in Sort and Filter in Dynamics CRM Interactive Service Hub Dashboard

We all are aware of what Interactive Service Hub dashboard is as it is introduced in Microsoft Dynamics CRM 2016. To know more about how you can create your own Interactive Service Hub dashboard, visit here. Microsoft Dynamics CRM 2016 Update 1 enables you to apply sorting and filtering functionality for your Custom and OOB… Read More »

How to Merge Cases from Interactive Service Hub in Dynamics CRM

Introduction Microsoft Dynamics CRM offers this ability of merging cases, which helps in reducing redundancies. This type of merging helps in bringing multiple cases about the same issue to one place. Let us see how users can merge cases from Interactive Service Hub. In Microsoft Dynamics CRM 2016: Interactive Service Hub can be opened using… Read More »

Action Performed on Case & Activities in Dynamics CRM Interactive Dashboards

Introduction CRM 2016 includes interactive dashboards, which were specifically advantageous for the service agents providing better customer service. This newly integrated feature of Interactive Service Hub introduced in CRM 2016 was discussed in one of our earlier blogs. This new interface for accessing Dynamics CRM data provides organized view of entities. It allows focusing on… Read More »

How to use OOB Interactive Dashboard in Dynamics CRM 2016

Introduction: With the introduction of the ‘Interactive Service Hub’ in Dynamics CRM 2016, the OOB Interactive Service Dashboards gives the visual representation of the data associated with a particular entity. This helps you concentrate on things which deserve your attention. In the previous blog on ‘Interactive Service Hub’, we guided you how to create custom… Read More »

Forms in Microsoft Dynamics CRM 2016 which can’t be missed

Introduction: As it has always been, entity forms enable a CRM user to key in the required data efficiently. With the release of Dynamics CRM 2016, data is presented in a better way in the interactive service hub dashboard. As compared with the earlier updates, Dynamics CRM 2016 introduces two forms in the Interactive Service… Read More »

Interactive Service Hub Dashboards in Dynamics CRM

Interactive service hub dashboards is one of the interesting and useful feature introduced in the Microsoft Dynamics CRM 2016. Interactive service hub is a separate interface in Dynamics CRM 2016. We can use it for online and on premise CRM also. There are two ways to open the interactive service hub. You can either click Experience… Read More »