Tag Archives: dynamics

How to Create Project Opportunities? (Episode 10)

Posted on April 1, 2020 by Paresh Sharma

Project Opportunities are warm leads from customers who are interested in contracting your services. Scenario: Adventure Works would like to implement Business Central. Adventure Works contacts Tech Quantum – AU and share their requirements. Add Product based and Project based … Continue reading →

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How to Configure Resource? (Episode 08)

Posted on March 30, 2020 by Paresh Sharma

When you install Dynamics 365 for Project Service, Resource Scheduling is also enabled that allows you to manage resources. Resource Management Includes: Working Hours Resource Skills Resource Roles Target Utilization Characteristics Scenario: For Tech Quantum – AU we are implementing … Continue reading →

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How to Configure Organization Units? (Episode 06)

Posted on March 30, 2020 by Paresh Sharma

Let us first understand what are Organization Units: Organization Units represent different offices your company may have.For example, you may have offices in US, UK and India. In that case you will be creating three organization units as each unit … Continue reading →

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How to Install & Configure Language Packs in Dynamics 365?

Posted on February 1, 2020 by Paresh Sharma

With language Packs, users can view Dynamics 365 User Interface in the Language that is different from the base language. For example, if English is the base language, its possible to install a French Language Pack and then users will … Continue reading →

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Create A New Case Record (Episode 15)

Posted on December 25, 2019 by Paresh Sharma

There are three ways to create a Case in Dynamics 365: Scenario: The company is: Tech Quantum The customer who is dealing with company is : Adventure Works The solution/ Services that company has provided to customer is: Trained Employees … Continue reading →

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Search For Case Records (Episode 14)

Posted on December 24, 2019 by Paresh Sharma

There are three ways to search case records within Dynamics 365: Quick Search Global Search Advanced Find In Customer Service Hub, open Cases. The following screenshot shows the three ways of searching: For Quick Search Search for records, say “Product”. … Continue reading →

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Manage Case List and Views (Episode 13)

Posted on December 23, 2019 by Paresh Sharma

A Case is a single incident of service raised by the customer. It can be an issue, query or a feedback. The customer service representative will work on this incident and try resolving the case. A Customer (Account or Contact) … Continue reading →

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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 →

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Case Management Dashboard Scenario (Episode 08)

Posted on October 8, 2019 by Paresh Sharma

<–Previous Episode Dashboards make it easier for users to consume and work with data. For example, a support agent may need to access cases in multiple queues such as gold and silver support queues. That same agent also needs to … 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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