Case Management in Microsoft Dynamics 365 for Customer Service

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In this informative video, Brian Begley discusses how case management in Dynamics 365 empowers employees to quickly resolve cases.

A few of the things he demonstrates are:
• How to add a case.
• How to resolve a case.
• Viewing a resolved case.
• Setting routing rules.
• Automatic case creation.
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Комментарии
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Just about to start a job doing support via this, so any help is always great, great video, although I am 3 years late on this reply 🙂

zdducuh
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great content and explanations, thanks Brian

rk-pcpd
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Thank you for the helpful information and the nice presentation.

sg
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I’m looking for something that can be used within social work/direct service nonprofit case management. Is this something that would be suitable to manage clients and their assigned care workers or is this only useful for sales/business industry? We’ve used sales force but it’s not user friendly and complicated to use.

NKanawana