Question

You are a customer service representative working with cases in Dynamics 365 for Customer Service. You need to manage multiple lists of cases. Which actions should you perform?

Case: View multiple lists on a single screen

Answer 1

To manage multiple lists of cases in Dynamics 365 for Customer Service, use the 'Views' feature to create separate lists based on criteria.

Step-by-step explanation:

To manage multiple lists of cases in Dynamics 365 for Customer Service, you can use the 'Views' feature. Views allow you to filter and sort cases based on specific criteria, so you can create separate lists for different purposes.

To create a new view, navigate to the 'Cases' section, click on the 'My Active Cases' view, and then select 'Create Personal View'. You can customize the columns, sorting, and filters for each view to suit your needs.