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In this video, EMT colleagues walk you through six scenarios you are likely to encounter when using Dynamics. Please note that we are using Sandbox, or UAT, the Dynamics…
Dynamics Scenario Workshop Recording Sept 2021
From Josie Shirra
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How to create a Quick Enquiry in Dynamics Enquiry Status – Open Title – Create a detailed title that describes the enquiry to set it apart from other…
Quick Enquiries
From Josie Shirra
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How to send an email in Dynamics to respond to an enquiry.
Email Management - How to Send Emails
From Josie Shirra
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How does the EUCLID integration into Dynamics work? Let's talk about it.
EUCLID Integration
From Stella Gouzon
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Explaining the benefits of escalating a Quick Enquiry to a Case.
Expecting a response? Escalate to a case
From Stella Gouzon
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Who are the Enquiry Management team (EMT) and what do they do? This video features a brief tour of the Dynamics 365 system used by the EMT.
Enquiry Management Show and Tell
From Stella Gouzon
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A summary of tasks in Dynamics, how to create and complete.
Tasks
From Stella Gouzon
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How to escalate a Quick Enquiry into a Case; and how to resolve it in that instance.
Case Management - how to escalate a Quick Enquiry…
From Stella Gouzon
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How to navigate through the Dynamics 365 system. P.S. My 'hello' cut out at the beginning.
Navigating Dynamics
From Stella Gouzon
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How to create and manage contacts in Dynamics.
Contact Management
From Stella Gouzon
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Managing your workload in Dynamics by utilising Queues and Dashboards.
How to manage your workload
From Stella Gouzon
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How to change the priority on a case.
How to change Priority
From Stella Gouzon
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How to merge duplicate cases into a single case.
How to merge cases
From Stella Gouzon
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How to assign a record in Dynamics
The assign function
From Stella Gouzon
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How to deactivate a quick enquiry or a contact on Dynamics
Deactivate a Quick Enquiry or a Contact
From Stella Gouzon
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