Create and Manage KB Article Templates (Episode 22)
Setting up a comprehensive knowledge base is the key to increased customer satisfaction and improved productivity. A knowledge base is […]
Setting up a comprehensive knowledge base is the key to increased customer satisfaction and improved productivity. A knowledge base is […]
Knowledge Base is a collection of articles that are used by the service team to solve customer cases or provide
There might be a situation where multiple cases are related to the same issue; In such cases instead of handling
You might face situation where you receive similar cases and you would not like to pay attention to each case
Automatic Record Creation and Update Rules allow creating records automatically when specific criteria is met. The source type can be:
Case Routing Rules can simplify the life of case service agents and service managers by automatically assigning cases based on
Scenario: The company is: Tech Quantum The customer who is dealing with company is : Adventure
There are three ways to create a Case in Dynamics 365: Scenario: The company is: Tech Quantum The customer who
There are three ways to search case records within Dynamics 365: Quick Search Global Search Advanced Find In Customer Service
A Case is a single incident of service raised by the customer. It can be an issue, query or a