Author Archives: Paresh Sharma

Case Management Scenarios (Episode 07)

Posted on October 7, 2019 by Paresh Sharma

<–Previous Episode When agents are working on customer issues, it is important that they have all the necessary tools they need to resolve the issue from a single location. Not only does not having this information greatly impact the overall … Continue reading →

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Considerations for Case Creation Automation (Episode-06)

Posted on October 6, 2019 by Paresh Sharma

<–Previous Episode Organizations often prefer that cases be created automatically in specific instances. For example, your organization might have an email alias like [email protected] that it uses for support requests. For any email requests that are sent to that alias, … Continue reading →

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Case Creation & Lifecycle (Episode – 05)

Posted on October 5, 2019 by Paresh Sharma

<–Previous Episode Cases can be created in multiple ways in Microsoft Dynamics 365, to accommodate the different scenarios that your organization might receive cases from. For example, cases can be created automatically, based on a social media interaction, or agents … Continue reading →

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Case Management Overview (Episode-04)

Posted on October 4, 2019 by Paresh Sharma

<– Previous Episode What is a Case? A case typically represents a situation or incident that’s reported by a customer and that requires a resolution. Cases are designed to track the process from the initial intake of an incident, through … Continue reading →

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Understand the Modern Customer Journey (Episode-03)

Posted on October 3, 2019 by Paresh Sharma

<– Previous Episode Service has changed drastically over the last five to ten years. In the past, a customer would call and be put on hold until somebody picked up the phone to help. Today, the support landscape looks very … Continue reading →

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Customer Service Core Components (Episode-02)

Posted on October 2, 2019 by Paresh Sharma

<– Previous Episode Now we’ll look at the basic record types that are used for service management. Types of Records Customer records: In Microsoft Dynamics 365 for Customer Service, customer service requests are typically managed in relation to an existing … Continue reading →

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Introducing Dynamics 365 for Customer Service (Episode-01)

Posted on October 1, 2019 by Paresh Sharma

Customer service is a key aspect of any customer relationship management strategy. Microsoft Dynamics 365 for Customer Service has many features that organizations can use to manage the services they provide to customers. Customer Engagement Overview of Customer Service Landscape … Continue reading →

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D365 – Create Alternate Keys

Posted on August 19, 2019 by Paresh Sharma

Alternate Keys facilitates two functions inside Dynamics 365: Duplicate detection based on a combination of fields. Integrating Dynamics 365 with existing systems, using SDK. For Example: Duplicate detection rule for Account: Combination of First Name, Last Name and Email. Each … Continue reading →

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D365 – Use Rollup Fields

Posted on July 23, 2019 by Paresh Sharma

Rollup Fields rollup information from the related records (or in other words, it aggregates value of related records). Example: Total estimated revenue of open opportunities of an account, Number of high priority open cases across all accounts, etc. Functions available: … Continue reading →

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D365 – Use Calculated Fields

Posted on July 22, 2019 by Paresh Sharma

Calculated Field allow you to automate manual calculations used in your business. Calculated field comprises of calculations that use fields from current entity or related parent entity. It has two important sections: Conditions and Actions. Example: Weighted Revenue, Contact Number, … Continue reading →

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