Customer service manager security role (TradeCustomerServiceManager) [AX 2012]

Updated: May 6, 2014

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.

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

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRCatalogRequestMaintain

Merge and unmerge customers

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRCustMergeMaintain

Merge and unmerge customer records

Maintain customer service

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRCustomerServiceMaintain

Maintain customer service

Inquire into order events

NoteNote

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

NoteNote

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

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSalesHoldMaintain

Maintain sales order

NoteNote

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


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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