Case Management Training
Posted at 10:55
Tuesday November 26, 2019
In
In
Case Management Training
Duration: 1 day
Summary: The Case Management Training Course starts with the administrator functions and then from a user viewpoint, looks at how to progress a case from initial logging through to closure.
Pre-requisites: All delegates should be familiar with using a PC and Windows applications, but no prior knowledge of Microsoft Dynamics CRM is assumed, although attendance on the Foundation Course would be a benefit.
Contents
What you will learn
Introduction to Dynamics
Introduction to Dynamics
Searching for Records
Searching for Records
Creating and Updating Records
Creating and Updating Records
Overview of Views & Charts
Overview of Views & Charts
Holiday & Customer Service Schedules
Holiday & Customer Service Schedules
Service Level Agreements
Service Level Agreements
Entitlements
Entitlements
Queues
Queues
Articles
Articles
Creating Cases
Creating Cases
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