Customer Service Course for D365 Sales
Welcome to the Customer Service Training Course, designed to get you, the Customer Service Rep, up and running with Microsoft Dynamics 365 CRM!
SKIT - Customer Service Nightmare
Logging in
Desktop Shortcuts
Logging Out
Activity - Log into CRM
Customer Service App Walkthrough
Cases Overview
Creating a New Case
Activity - Create a New Case
Converting an Activity to a Case
Activity - Convert an Activity Record to a Case
Creating Knowledge Articles
Activity - Create a new knowledge article
Associating an Article with a Case
Activity - Associate a knowledge article with a case