The smart way to learn Microsoft Dynamics CRM 2011aone step at a time! Use the easy-to-follow lessons to master the fundamentals of creating and managing accounts; working directly within familiar tools such as Microsoft Outlook; tracking customer activity and communications; managing campaigns, leads, quotes, contracts, and orders; and employing basic to advanced reporting capabilities. Includes downloadable, ready-made practice files and complete Book.In this chapter, you will learn how to Create acontract template. Creating a Service Contract Activating and Renewing a Contract Create a queue and assign a case to it. ... and service agreement terms, obtaining details about the problem, and escalating to the correct customer service representative to resolvethe case.
|Title||:||Microsoft Dynamics CRM 2011 Step by Step|
|Author||:||Mike Snyder, Jim Steger, Brendan Landers|
|Publisher||:||Pearson Education - 2011-01-15|