Customer service representative security role (TradeCustomerServiceRepresentative)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Customer service representative security role represents a user who documents customer service events and responds to customer service inquiries.

Duties

By default, this security role is assigned the following duties in Microsoft Dynamics AX.

Duty name	Duty AOT name	Duty description
Review case process	CaseCaseProcessReview	Monitor, analyze, and improve the case process
Maintain cases	CaseCasesMaintain	Maintain cases
Maintain sales cases	CaseSalesCasesMaintain	Maintain sales cases
Maintain service cases	CaseServiceCasesMaintain	Maintain service cases
Inquire into customer master	CustCustomerMasterInquire	Respond to inquiries about customer master data
Role center URL redirection	EPHomePageView	Enable redirection from generic role center URL
Inquire into related inventory status	InventRelatedInventoryStatusInquire	Respond to inquiries about the status of the related inventory
Maintain correction of serial numbers Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	InventTrackingRegisterCorrectionMaintain	Make corrections to serial numbers that were registered during the sales process
Maintain registration of unreadable serial numbers Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	InventTrackingRegisterUnknownMaintain	Register serial numbers as not readable as part of the sales process
Maintain service event groups Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	MaintainServiceEventGroups_IN
Process catalog requests Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRCatalogRequestMaintain
Merge and unmerge customers Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRCustMergeMaintain	Merge and unmerge customer records
Maintain customer service Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRCustomerServiceMaintain	Maintain customer service
Inquire into order events Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCREventInquire	Respond to inquiries about order events
Maintain sales return order Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRReturnSalesReturnOrderMaintain	Document and record sales return order
Maintain sales order holds Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRSalesHoldMaintain
Maintain sales order Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRSalesOrderMaintain
Approve return acknowledgement	ReturnAcknowledgementApprove	Approve and authorize return acknowledgement
Maintain sales return order	ReturnSalesReturnOrderMaintain	Document and record sales return order
Inquire into sales return order progress	ReturnSalesReturnOrderProgressInquire	Respond to inquiries about the status of the sales return order process
Inquire into sales order progress	SalesOrderProgressInquire	Respond to inquiries about the status of the sales order process
Maintain sales packing slip	SalesPackingSlipMaintain	Document and record sales packing slip
Maintain service orders	SMAServiceOrdersMaintain	Document and record service business events
Maintain activities	smmActivitiesMaintain	Maintain activities
Review prospects	smmBusinessRelationMasterReview	Monitor, analyze, and improve the prospects
Maintain prospects	smmBusinessRelationsMaintain	Maintain prospects
Maintain contacts	smmContactsMaintain	Configure and maintain contacts
Inquire into knowledge articles	smmKnowledgeArticlesInquire	Respond to inquiries about knowledge article data
Inquire into leads and opportunities	smmLeadsAndOpportunitiesInquire	Respond to inquiries about lead and opportunity data