How to Configure Work Hour? (Episode 07)
Every resource has work hours defined in Dynamics 365, i.e. how many hours a resource will be working for an organization. You can set the working hours in a Work…
Merge Cases (Episode 20)
There might be a situation where multiple cases are related to the same issue; In such cases instead of handling them individually, you can merge those cases and provide the…
Case Management Process Flow (Episode 12)
We are going to discuss the default out of the box case process flow that is there is Dynamics 365, however, you can also add new steps and change the…
Important Terms in Customer Service for Dynamics 365 (Episode 11)
Overview Customer Service Hub for Dynamics 365 can be utilized for: Solving Issues When a customer raises an issue, this module can be used to resolve those issues. The customer…
Considerations for Case Creation Automation (Episode-06)
<--Previous Episode Organizations often prefer that cases be created automatically in specific instances. For example, your organization might have an email alias like [email protected] that it uses for support requests.…
D365 – Configure Lookup Fields and Customer Fields
Lookup Fields Lookup fields are used when: You want to select a record from an existing entity When you know that field values can change anytime and are not fixed.…