Tag Archives: D365

How to Configure Work Hour? (Episode 07)

Posted on March 30, 2020 by Paresh Sharma

Every resource has work hours defined in Dynamics 365, i.e. how many hours a resource will be working for an organization. You can set the working hours in a Work Hour Template which will be used in Projects. It defines … Continue reading →

Merge Cases (Episode 20)

Posted on January 5, 2020 by Paresh Sharma

There might be a situation where multiple cases are related to the same issue; In such cases instead of handling them individually, you can merge those cases and provide the solution. Note the following points: When merged, all the open … Continue reading →

Posted in Business Central, D365 Customer Engagement (CRM), D365 Customer Service, Microsoft Dynamics 365 | Tagged customer service, D365, dynamics 365, Merge Cases | Comments Off

Case Management Process Flow (Episode 12)

Posted on December 22, 2019 by Paresh Sharma

We are going to discuss the default out of the box case process flow that is there is Dynamics 365, however, you can also add new steps and change the process according to the customer needs. Following is the flow: … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Customer Service, Microsoft Dynamics 365 | Tagged Case Management Process Flow, customer service, D365, dynamics 365 | Comments Off

Important Terms in Customer Service for Dynamics 365 (Episode 11)

Posted on December 21, 2019 by Paresh Sharma

Overview Customer Service Hub for Dynamics 365 can be utilized for: Solving Issues When a customer raises an issue, this module can be used to resolve those issues. The customer may or may not have a service contract with you. … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Customer Service, Microsoft Dynamics 365 | Tagged customer service, D365, dynamics, dynamics 365, Important Terms in Customer Service for Dynamics 365 | Comments Off

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 →

Posted in D365 Customer Engagement (CRM), D365 Customer Service, Microsoft Dynamics 365 | Tagged case creation automation, considerations, customer service, D365, dynamics, dynamics365 | Comments Off

D365 – Configure Lookup Fields and Customer Fields

Posted on July 20, 2019 by Paresh Sharma

Lookup Fields Lookup fields are used when: You want to select a record from an existing entity When you know that field values can change anytime and are not fixed. For example: Accounts lookup field on Contacts entity Customer Fields … Continue reading →

Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365 | Tagged Configure Lookup Fields and Customer Fields, crm, customer fields, D365, lookup fields | Comments Off

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