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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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 rules to automatically route cases

Create rules to automatically route cases Use routing rules in Microsoft Dynamics CRM to automatically route the cases to the right people on right time without any manual intervention. You can also use routing rules to route cases that are escalated to specific queues. Note For Microsoft Dynamics CRM Online organizations, this feature is available […]

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