Search for tag: "inquiries"

Dynamics Scenario Workshop Recording Sept 2021

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 training environment. We…

From  Josie Shirra 0 likes 67 plays 0  

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 0 likes 112 plays 0  

Expecting a response? Escalate to a case

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

From  Stella Gouzon 0 likes 31 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 0 likes 393 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 0 likes 307 plays 0  

Contact Management

How to create and manage contacts in Dynamics.

From  Stella Gouzon 0 likes 528 plays 0  

How to manage your workload

Managing your workload in Dynamics by utilising Queues and Dashboards.

From  Stella Gouzon 0 likes 505 plays 0  

The assign function

How to assign a record in Dynamics

From  Stella Gouzon 0 likes 326 plays 0  

Deactivate a Quick Enquiry or a Contact

How to deactivate a quick enquiry or a contact on Dynamics

From  Stella Gouzon 0 likes 188 plays 0