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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Understanding the Customer Service entities

Just like with the Sales Hub app, the Customer Service Hub app contains specific Service entities, as well as shared entities. These Service-specific entities are as follows:

  • Cases
  • Queues
  • Services
  • Scheduling
  • Knowledge Articles

We'll look at these entities in detail in the subsequent sections.

Cases

The Case entity represents an incident or a ticket that's been logged in the system as it relates to a customer. The system users create Cases to track a request, problem, or question from an existing customer. This entity is also the central point for tracking all future communications and actions that are performed while handling the request until completion.

Cases can also be automatically created from communication coming over email, or through integration with other systems.

The Cases that are tracked in the system can be in one of the following states:

  • In Progress
  • Resolved
  • Canceled

The following screenshot shows a new Case form...

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