Service Contracts & Scheduling
Microsoft Dynamics CRM 2013
| Intermediate
- 9 videos | 57m 31s
- Includes Assessment
- Earns a Badge
Microsoft Dynamics CRM 2013 is a CRM application that you can use to automate and improve your organization's customer service. Discover how to use the customer service module including complex service scheduling and contract management.
WHAT YOU WILL LEARN
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Create contract templates that are suitable for the services which the organization provides
Create a contract which can be tailored to a specific agreement with a customer
Link contracts to cases to ensure that the agreed service offering is not being exceeded
Maintain sites, facilities/equipment, and resources groups
Set up the services offered by the organization taking into account available capacity -
Schedule and complete a basic service
Configure work hours for resources and add business closure times
Understand and use the service scheduling engine
Work with a visual representation of your services through use of the service calendar
IN THIS COURSE
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4m 19sDuring this video, you will learn how to create contract templates that are suitable for the services which your organization provides. FREE ACCESS
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7m 45sDuring this video, you will learn how to create a contract which can be tailored to a specific agreement with a customer. FREE ACCESS
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3. Using Contracts with Cases3m 45sIn this video, you will learn how to link contracts to cases to ensure that the agreed service offering is not exceeded. FREE ACCESS
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4. Service Module Initial Configuration7m 52sIn this video, you will maintain sites, facilities, and equipment groups. FREE ACCESS
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5. Creating Services7m 40sDuring this video, you will learn how to set up the services offered by the organization while taking into account available capacity. FREE ACCESS
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6. Schedule a Service7m 8sDuring this video, you will learn how to schedule and complete a basic service. FREE ACCESS
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7. Restricting the Selection of Resources5m 8sIn this video, you will learn how to configure work hours for resources and add business closure times. FREE ACCESS
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8. Complex Service Scheduling5m 49sUpon completion of this video, you will be able to understand and use the service scheduling engine. FREE ACCESS
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9. Service Calendar8m 5sFind out how to work with a visual representation of your services through the use of the service calendar. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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