When users need access to multiple custom entities, the system queues feature provides a way to organize it.
Say a user needs access to leads and opportunities to support sales, case entity to support maintenance, and campaigns in support of new marketing efforts, this is an ideal situation to use the queue feature to group these entities together.
Creating Queues: Activities and Cases go into queues as a native dynamics feature. To get Leads, Opportunities, in a queue customize each entity by making sure that the Queues option is selected in the entity definition. You cannot reverse a queue relationship for an entity once established.
Add to Queue: The 'Add to Queue' button appears on the ribbon when this relationship is published. Simply select the entity and select all the individual records to 'add to queue'.
If only a couple entities are added to this queue, it can be easily managed. As more entities get added, this queue becomes long and unmanageable again. In such a situation, the most effective way is to categorize them based on the entity type and create a personal view.
Creating Views for Queues: A personal view 'My Leads Today' for example can be created when you create a view and specify the related object 'Leads' in the details section.
Now these queues can be easily managed by creating such personal views by entity.
Screenshot details for the use of queues can be obtained here from Mark AuCoin's blog.
Queue Item Security: being a child entity of queue is owned by the user of the queue. So if you need to create, update or delete a queue item, you need 'Append To' privilege on the queue.
Personal Dashboard default page: Now the user can create a dashboard and Set it as his start page with all his personal queue views information on different entities he is working throughout that day, to get his day started.
Say a user needs access to leads and opportunities to support sales, case entity to support maintenance, and campaigns in support of new marketing efforts, this is an ideal situation to use the queue feature to group these entities together.
Creating Queues: Activities and Cases go into queues as a native dynamics feature. To get Leads, Opportunities, in a queue customize each entity by making sure that the Queues option is selected in the entity definition. You cannot reverse a queue relationship for an entity once established.
Add to Queue: The 'Add to Queue' button appears on the ribbon when this relationship is published. Simply select the entity and select all the individual records to 'add to queue'.
If only a couple entities are added to this queue, it can be easily managed. As more entities get added, this queue becomes long and unmanageable again. In such a situation, the most effective way is to categorize them based on the entity type and create a personal view.
Creating Views for Queues: A personal view 'My Leads Today' for example can be created when you create a view and specify the related object 'Leads' in the details section.
Now these queues can be easily managed by creating such personal views by entity.
Screenshot details for the use of queues can be obtained here from Mark AuCoin's blog.
Queue Item Security: being a child entity of queue is owned by the user of the queue. So if you need to create, update or delete a queue item, you need 'Append To' privilege on the queue.
Personal Dashboard default page: Now the user can create a dashboard and Set it as his start page with all his personal queue views information on different entities he is working throughout that day, to get his day started.
