WebJun 27, 2024 · Select Advanced similarity rules in Similar Records Suggestion. The All Advanced Similarity Rules page is displayed. Select New on the command bar to create an advanced similarity rule. Enter the following on the Details tab: Name (required): The rule name. Source Entity (required): Select Case entity for similar cases suggestions.
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WebHow to Use Advanced Similarity Rules to view similar case suggestions Microsoft Dynamics 365 CRM Tips and Tricks How to Use Advanced Similarity Rules to view … WebJan 19, 2024 · As Lu mentioned, Advanced Similarity Rule is not available in the Default solution. Entities like Automatic Case Creation Rules and Advanced Similarity Rule are … oak glen community
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WebSep 10, 2024 · Steps to create a new similarity rule. Step 1: In the Customer Service Hub Sitemap, Go to Service Management. Step 2: Click on Advanced Similarity Rules. Step 3: Select New on the command … Set up automatic suggestion of similar cases by creating advanced similarity rules. The rules you create use the Relevance search mechanism. More information: Use Relevance Search for faster, comprehensive search results 1. Make sure you have the Customer Service Manager, System Administrator, or System … See more Gilda is resolving an issue where a customer isn't able to book a travel package on the portal. To assist the customer quickly, she seeks guidance by looking for similar cases in the Similar cases tab in the … See more You can view the similar case suggestions in the Related section of the Customer Service Hub. More information: See and manage related records in the Related section 1. In the … See more WebMar 30, 2024 · A company uses Dynamics 365 Customer Service. You are configuring the advanced similarity rules. You create a similarity rule on cases and put an exact … mail honeypot