(USA) Accept case requests online with Sites Services
应用于: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Microsoft Dynamics AX includes a Microsoft Dynamics ERP 的 Sites Services solution called Online case request. After your system administrator or sales manager activates the solutions and sets up the Sites Services web site is set up, customer service staff or sales staff can use this web site to accept case requests online from customers (in addition to vendors and employees). For more information about the solutions that are included with Microsoft Dynamics AX, see (USA) About Sites Services.
Activate the Online case request solution
Typically, the system administrator or the sales manager activates the Online case request solution.
单击 主页 >设置 >Sites Services >可用的解决方案。
In the list of solutions on the left, select the 联机案例请求 solution, and then click 启用.
Click 同步 to synchronize Microsoft Dynamics AX with Sites Services.
Set up the case request web site
Typically, the system administrator or the sales manager sets up the case request web site.
备注
The system administrator must sign up for a Sites Services account before the case requests web site.
单击 主页 >设置 >Sites Services >可用的解决方案。
In the list of solutions on the left, select the 联机案例请求 solution, and then click 可用页面.
On the 可用页面 form, click 联机管理页面 to open the Sites Services web site.
In the navigation pane, click Sales, and then under Pages, click Cases.
In the Pages group, click New page, select the Case management page template, and then click Next step.
Enter a page name and a page URL, and then click Create page.
Customers will use this web page to submit their case requests.
Add text and customize the page the way you want.
For each part on the page, click Edit, and then add the text you want, or select the fields from Microsoft Dynamics AX that you want to appear on the page. You can change field labels, specify whether the fields are read-only or accept input, and change their order.
For more information, click the help button in Sites Services.
When you finish customizing the page, click Save and close, and then click Close.
Click Sign out.
Optional: Click 同步 on the 可用的解决方案 form to synchronize the site with Microsoft Dynamics AX now. Alternatively, you can wait for the next scheduled synchronization job to run. After synchronization, you can view the new page in Microsoft Dynamics AX.
Publicize the case request web site
After the case request web site is online, you can publicize its location and availability so that customers can submit their case requests. Typically you publish this information on your organization's customer service web site according to your organization's policies.
单击 主页 >设置 >Sites Services >可用的解决方案。
In the list of solutions on the left, select the 联机案例请求 solution, and then click 可用页面.
Copy the web address (URL) of the case request page, and then use it in your customer service publicity to direct customers to the web page.
Review the case requests
After you publish the case request web site, you can periodically view and evaluate the case request.
单击 主页 >常用 >案例 >所有案例。
In the list of 所有案例, select the case that you want to view and evaluate.