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(Retired) Service Management in Microsoft Dynamics CRM 2011


Note: Course retired in DEC 2015

Introduction

This course introduces Microsoft Dynamics CRM service management functionality

and explains how it helps organizations track information about cases, customer

complaints or requests, and small projects. You will learn how to use the knowledge

base and discusses how organizations can browse, locate, and share information in the

repository. It also discusses how to create, manage and use teams and queues in

Microsoft Dynamics CRM.

Outcomes

After completing this course, students will be able to:

  • Use some of the most common service management applications of Queues and Contracts.
  • Work with cases in the case grid.
  • Understand the steps required to create a new case.
  • Create and manage contract templates.
  • Create and manage contracts.
  • Add contract lines to a contract.
  • Associate contracts with cases.
  • Create, activate and deactivate, and delete Knowledge Base article templates.
  • Search articles from within a case record and utilize articles to resolve cases.
  • Create, manage and work with Teams.
  • Define steps involved in creating and managing queues.
  • Work with queue items.
  • Build personal and system charts and dashboards to provide insight into important service management information.



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Course Info

  • Code: 80292
  • Duration: 1 day
  • Price: Call for price
  • Rating:
    Perfect. It doesn't get any better


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