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Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition
book

Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

by Deepesh Somani
February 2019
Beginner
572 pages
10h 6m
English
Packt Publishing
Content preview from Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

Scenario 2

Acme Ltd. wants to use Dynamics 365 to assist customer representatives in tracking incoming phone calls and creating cases for resolution. The following steps detail the process provided by Dynamics 365 to assist in this scenario:

  1. Select the Service module from the CRM navigation:
  1. Select the Account entity in the navigation menu under Service, and open the record for Alpine Ski House available with the trial data:
  1. Navigate to the related activities through the related record menu on the account record:
  1. The following page ...
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Publisher Resources

ISBN: 9781788990226