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Microsoft Dynamics CRM

Streamline your customer service operations with Microsoft Dynamics. This course shows you how to use the essential customer service features of this CRM, including the interactive service hub. See how to create cases, add activities to the timeline, escalate issues, manage contacts, research in the knowledge base, and document resolutions. Learn how to use the dashboard to monitor and assess your service performance. Join Microsoft expert Gini von Courter in this course for step-by-step instructions and tips along the way. Topics include:
  • Working with records
  • Configuring case forms
  • Creating cases and merging cases
  • Adding activities to the timeline
  • Researching the knowledge base
  • Monitoring the dashboard
  • Managing queues
  • Documenting solutions as articles
  • Running and exporting reports

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Length 2h 18m
Starts On Demand (Start anytime)
Cost $0/month (Access to entire library- free trial available)
From LinkedIn Learning
Instructor Gini von Courter
Download Videos Only via the LinkedIn Learning mobile app
Language English
Subjects Business IT & Networking Data Science Programming
Tags Business IT Databases Enterprise Content Management Dynamics CRM

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Rating Not enough ratings
Length 2h 18m
Starts On Demand (Start anytime)
Cost $0/month (Access to entire library- free trial available)
From LinkedIn Learning
Instructor Gini von Courter
Download Videos Only via the LinkedIn Learning mobile app
Language English
Subjects Business IT & Networking Data Science Programming
Tags Business IT Databases Enterprise Content Management Dynamics CRM

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