Search for tag: "inquiries"

Quick Enquiries

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 enquiries. Source Channel - Where…

From  Josie Shirra on June 25th, 2021 0 likes 24 plays 0  

Expecting a response? Escalate to a case

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

From  Stella Gouzon on November 13th, 2020 0 likes 25 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  Stella Gouzon on July 21st, 2020 0 likes 340 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  Stella Gouzon on July 15th, 2020 0 likes 237 plays 0  

Contact Management

How to create and manage contacts in Dynamics.

From  Stella Gouzon on July 14th, 2020 0 likes 476 plays 0  

How to manage your workload

Managing your workload in Dynamics by utilising Queues and Dashboards.

From  Stella Gouzon on July 9th, 2020 0 likes 411 plays 0  

The assign function

How to assign a record in Dynamics

From  Stella Gouzon on June 11th, 2020 0 likes 248 plays 0  

Deactivate a Quick Enquiry or a Contact

How to deactivate a quick enquiry or a contact on Dynamics

From  Stella Gouzon on June 11th, 2020 0 likes 155 plays 0