Search for tag: "enquiry"

Expecting a response? Escalate to a case

Explaining the benefits of escalating a Quick Enquiry to a Case.

From  Christopher Harris on November 13th, 2020 0 likes 16 plays 0  

Enquiry Management Show and Tell

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.

From  Christopher Harris on July 21st, 2020 0 likes 220 plays 0  

Email management - How to send emails

How to send an email in Dynamics in order to respond to an enquiry. UPDATE: As of 17/9/2020 the font size to be used is 11 with an approved University font e.g. Arial. UPDATE: For the best results…

From  Christopher Harris on July 21st, 2020 0 likes 188 plays 0  

Case Management - how to escalate a Quick Enquiry into a Case

How to escalate a Quick Enquiry into a Case; and how to resolve it in that instance.

From  Christopher Harris on July 15th, 2020 0 likes 166 plays 0  

Deactivate a Quick Enquiry or a Contact

How to deactivate a quick enquiry or a contact on Dynamics

From  Christopher Harris on June 11th, 2020 0 likes 112 plays 0  

Quick Enquiries

How to create a Quick Enquiry in Dynamics.

From  Christopher Harris on June 10th, 2020 0 likes 173 plays 0