Define support terms for customers by using contracts

Define support terms for customers by using contracts Effectively track the terms and conditions of support you’ll provide to customers for the products they’ve purchased. In Microsoft Dynamics CRM, contracts define information like the duration of the contract, how many case incidents or minutes of service the customer has purchased, and what hours and days […]

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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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Resetting password

Resetting password To change or reset your Cloud2020 Support Portal login password you can: Use the Reset Password link on the login page –OR– From within the site using the menu dropdown list under Account:   See Also Support Portal user set up

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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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SharePoint Workspace doesn’t appear to sync with SharePoint Online

SharePoint Workspace doesn’t appear to sync with SharePoint Online There are a few possible reasons why  SharePoint Workspace doesn’t seem to sync with SharePoint Online. The automatic downstream (documents held online being downloaded to your machine) is set to download new documents and edits every 10 minutes. There is information on the last synchronisation time […]

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