Customer service manager security role (TradeCustomerServiceManager)

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 manager security role represents a user who reviews customer service process performance and enables the customer service process.

Duties

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

Duty name	Duty AOT name	Duty description
Enable case management	CaseCaseManagementEnable	Set up policies and reference data to enable the case management process
Inquire into case management policies	CaseCaseManagementPolicyInquire	Respond to inquiries about policies governing the case management process
Inquire into case management reference data inquiries	CaseCaseManagementReferenceDataInquire	Respond to inquiries about case management reference data
Inquire into case progress	CaseCaseProgressInquire	Respond to inquiries about the status of cases
Inquire into sales case progress	CaseSalesCaseProgressInquire	Respond to inquiries about the status of sales cases
Inquire into service case progress	CaseServiceCaseProgressInquire	Respond to inquiries about the status of service cases
Activate, deactivate, update sites solution in Home module	CaseSitesSolutionMaintain
Maintain document service operation	CaseWebServiceMaintain	Read and create cases and inquire about category and priority information
Inquire into customer master	CustCustomerMasterInquire	Respond to inquiries about customer master data
Inquire into related inventory status	InventRelatedInventoryStatusInquire	Respond to inquiries about the status of the related inventory
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
Inquire into sales return order progress	ReturnSalesReturnOrderProgressInquire	Respond to inquiries about the status of the sales return order process
Inquire into activities	smmActivityInquire	Respond to inquiries about activity data
Enable activity process	smmActivityProcessEnable	Set up policies and reference data to enable the activity process
Review activity process	smmActivityProcessReview	Monitor, analyze, and improve the activity process
Inquire into activity reference data	smmActivityReferenceDataInquire	Respond to inquiries about activity reference data
Inquire into prospect master	smmBusinessRelationMasterInquire	Respond to inquiries about prospects master data
Review prospects	smmBusinessRelationMasterReview	Monitor, analyze, and improve the prospects
Inquire into contact master	smmContactMasterInquire	Respond to inquiries about contact master data
Enable contact process	smmContactProcessEnable	Set up policies and reference data to enable the contact process
Inquire into contact reference data	smmContactReferenceDataInquire	Respond to inquiries about contact master reference data
Maintain knowledge articles	smmKnowledgeArticlesMaintain	Configure and maintain knowledge articles
Prospect turnover	smmProspectsTurnoverGenerate	Create turnover report for prospects
Maintain sites service solution in sales and marketing module	smmSitesSolutionMaintain