Manage data

Manage data Set up duplicate detection rules to keep your data clean Run bulk system jobs to detect duplicate records Turn duplicate detection rules on or off for the whole organisation Delete bulk records View and take action on bulk deletion jobs Monitor and manage system jobs Send bulk email to customers Add or remove […]

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Automatically create a case from an email

Automatically create a case from an email Reduce the need for manually creating cases from incoming emails and increase the efficiency of customer service agents by creating automatic case creation rules in Microsoft Dynamics CRM. The conditions in these rules automatically convert emails to support cases. Note For Microsoft Dynamics CRM Online organizations, this feature […]

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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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Keep track of notes, tasks, calls, or email with activities

Keep track of notes, tasks, calls, or email with activities In Microsoft Dynamics CRM, you use Activities to keep track of all your customer communications. For example, you can take notes, send email, make phone calls, set up appointments, assign yourself tasks as you resolve a service case, and stay up-to-date with customer news. These […]

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Track Outlook email in CRM for Outlook

Track Outlook email in CRM for Outlook To get the most out of Microsoft Dynamics CRM, it’s important to keep track of all your customer interactions, and email communications are key. Create a central repository of your Outlook email communications by “tracking” them in Microsoft Dynamics CRM for Outlook. When you track an email message […]

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Connecting another email service to Outlook (online)

Connecting another email service to Outlook (online) You can connect other E-Mail accounts to your new Office 365 Outlook in a few easy steps (this helps to keep all your E-Mails in one place). Go to https://portal.office.com (click this link) and log in using your new Office 365 password. On the start menu click the Outlook tile. […]

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Importing contacts to Outlook/ Office 365 (using a .csv file)

Importing contacts to Outlook/ Office 365 (using a .csv file) For this example it is assumed you have made a .csv file already (as different providers have different methods of creating one). Log into your Office 365 portal here using your new Office 365 login credentials (username and password). On the start screen click to open […]

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How to set “Out of office” automatic replies on Outlook

How to set “Out of office” automatic replies on Outlook This example uses Outlook 2013. Turning on “Automatic Replies” Open Outlook 2013 as you would do normally. Click the “File” tab in the top left hand corner.   This will bring up the Outlook menu (defaults to the “Info” tab). Click the “Automatic Replies” button (circled […]

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