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 |