Customer service representative security role (TradeCustomerServiceRepresentative) [AX 2012]
Updated: May 6, 2014
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.
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
| InventTrackingRegisterCorrectionMaintain | Make corrections to serial numbers that were registered during the sales process | ||
| Maintain registration of unreadable serial numbers
| InventTrackingRegisterUnknownMaintain | Register serial numbers as not readable as part of the sales process | ||
| Maintain service event groups
| MaintainServiceEventGroups_IN | |||
| Process catalog requests
| MCRCatalogRequestMaintain | |||
| Merge and unmerge customers
| MCRCustMergeMaintain | Merge and unmerge customer records | ||
| Maintain customer service
| MCRCustomerServiceMaintain | Maintain customer service | ||
| Inquire into order events
| MCREventInquire | Respond to inquiries about order events | ||
| Maintain sales return order
| MCRReturnSalesReturnOrderMaintain | Document and record sales return order | ||
| Maintain sales order holds
| MCRSalesHoldMaintain | |||
| Maintain sales order
| 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 |
Note Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).