Question

You are a customer service representative working with cases in Dynamics 365 for Customer Service. You need to create a list of cases that are one month old. Which actions should you perform?

Answer 1

To create a list of cases that are one month old in Dynamics 365 for Customer Service, use the 'Advanced Find' feature to search for cases with a 'Created On' date 'Older than X Months' and set the value to '1'.

Step-by-step explanation:

To create a list of cases that are one month old in Dynamics 365 for Customer Service, you will need to follow these steps:

1. Navigate to the 'Cases' area of Dynamics 365.
2. Click on 'Advanced Find' to create a new view.
3. In the 'Look for' dropdown, select 'Cases'.
4. Add a filter to the view where the 'Created On' field is older than one month. This can be done by selecting the 'Created On' field, then choosing 'Older than X Months' and entering '1' in the value box.
5. Execute the search to generate the list of cases that meet the criteria.

This process will create a list of cases that are one month old, which you can then review and manage accordingly.