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Use the case form: Microsoft Dynamics CRM: Customer Service
Use the case form: Microsoft Dynamics CRM: Customer Service

The tabbed case form includes all the information needed to manage a case through the service process, which is displayed at the top of the form as a process bar. Click a stage in the process bar to display a flyout of activities for that stage. The default tab is the Summary showing a customer card followed by general case information. Click Details and other tabs to display additional fields of case information.

Resume Transcript Auto-Scroll
Skill Level Beginner
2h 18m
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