Create or edit a service

Create or edit a service To make scheduling services quick and easy, it’s helpful to predefine the specifics of the services you’d provide to customers. By using the service records in Microsoft Dynamics CRM, you can define: How long a service activity would last What resources are available for the service activity, like users, facilities, […]

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Improve customer service with better automation and tracking

Improve customer service with better automation and tracking Improve customer satisfaction by tracking and recording their issues, maintaining service levels, and managing service terms through entitlements in Microsoft Dynamics CRM. Create queue and route cases You can create queues to sort incoming cases according to subject-matter expertise or product or services to ensure that a […]

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Configure the process flow for customer service

Configure the process flow for customer service The process flow bar organizes tasks under various stages, which are used to easily lead you through the process of case resolution. The process flow bar also highlights the stages and tasks that you’ve already completed. You can configure the bar to add or update the stages, steps, […]

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Key steps to get started with customer service

Key steps to get started with customer service Customer service is an important part of your organization. To help you get started, we’ve created an easy to read top tasks list. Task Description Learn more Find support cases that are assigned to you See the support cases assigned to you along with other cases in […]

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