Set up rules to automatically create or update records in CRM

Set up rules to automatically create or update records in CRM Overview Every organisation has multiple applications to capture customer interactions. An ability to channel external data into the Microsoft Dynamics CRM records can significantly improve the efficiency of your sales, marketing, and service teams, and increase the quality of your data. You can now […]

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Create an entitlement to define the support terms for a customer

Create an entitlement to define the support terms for a customer Define what kind of support your customers are eligible for by creating entitlements in Microsoft Dynamics CRM. With entitlements, you specify the support term based on number of hours or number of cases. The customer’s support level can vary based on the product or […]

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