Question

You are a Dynamics 365 Customer Service administrator. You are configuring a case dashboard. You need to filter the dashboard to show only escalated cases and cases that are marked as Request. Which filter should you use?

Answer 1

To filter the Dynamics 365 Customer Service dashboard to show only escalated cases and cases marked as Request, use Advanced Find to create a custom view with the necessary filter criteria and add it to the dashboard.

Step-by-step explanation:

You are working as a Dynamics 365 Customer Service administrator and need to configure a case dashboard to filter for only escalated cases and cases that are marked as Request.

To achieve this, you should use Advanced Find to create a custom view. In the Advanced Find, set the filter criteria to include cases where the status is marked as 'Escalated' and the case type is 'Request'. Once the view is created, you can add it to the dashboard to show only the cases that meet these criteria.