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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
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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
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How to send an email in Dynamics to respond to an enquiry.
Email Management - How to Send Emails
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How does the EUCLID integration into Dynamics work? Let's talk about it.
EUCLID Integration
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Explaining the benefits of escalating a Quick Enquiry to a Case.
Expecting a response? Escalate to a case
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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
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A summary of tasks in Dynamics, how to create and complete.
Tasks
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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…
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How to navigate through the Dynamics 365 system. P.S. My 'hello' cut out at the beginning.
Navigating Dynamics
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How to create and manage contacts in Dynamics.
Contact Management
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Managing your workload in Dynamics by utilising Queues and Dashboards.
How to manage your workload
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How to change the priority on a case.
How to change Priority
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How to merge duplicate cases into a single case.
How to merge cases
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How to assign a record in Dynamics
The assign function
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How to deactivate a quick enquiry or a contact on Dynamics
Deactivate a Quick Enquiry or a Contact
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