From the course: Microsoft Dynamics CRM: Customer Service

Unlock the full course today

Join today to access over 22,400 courses taught by industry experts or purchase this course individually.

Work the process

Work the process - Dynamics CRM Tutorial

From the course: Microsoft Dynamics CRM: Customer Service

Start my 1-month free trial

Work the process

- [Narrator] It's so easy to to jump into the activities and to forget to track the process. Remember the jobs never finished until the paperwork is done. But it's even more important that we keep track of where we are in the process during the process. It's not something that we simply check off when we're all finished with the case. We wanna know where we are so if at any point we pause or someone else takes over our work they know exactly where we were. Let's go back then and work the process bar. I'm going to begin with identify. There's only one field that is required here and that is find customer. Shaun gave us a call and we checked to see that he existed as a customer and entered him here. Now in-fact that was not what we should have done. We should have entered Shaun's company, this will have ramifications a couple of steps away from now. And we made this mistake on purpose so that you can see how to resolve it. We confirmed Shaun's email address, we didn't confirm the social…

Contents