Service Contracts & Scheduling

Microsoft Dynamics CRM 2013    |    Intermediate
  • 9 videos | 57m 31s
  • Includes Assessment
  • Earns a Badge
Rating 4.7 of 3 users Rating 4.7 of 3 users (3)
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

  • 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

  • 4m 19s
    During this video, you will learn how to create contract templates that are suitable for the services which your organization provides. FREE ACCESS
  • 7m 45s
    During this video, you will learn how to create a contract which can be tailored to a specific agreement with a customer. FREE ACCESS
  • Locked
    3.  Using Contracts with Cases
    3m 45s
    In this video, you will learn how to link contracts to cases to ensure that the agreed service offering is not exceeded. FREE ACCESS
  • Locked
    4.  Service Module Initial Configuration
    7m 52s
    In this video, you will maintain sites, facilities, and equipment groups. FREE ACCESS
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    5.  Creating Services
    7m 40s
    During this video, you will learn how to set up the services offered by the organization while taking into account available capacity. FREE ACCESS
  • Locked
    6.  Schedule a Service
    7m 8s
    During this video, you will learn how to schedule and complete a basic service. FREE ACCESS
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    7.  Restricting the Selection of Resources
    5m 8s
    In 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 Scheduling
    5m 49s
    Upon completion of this video, you will be able to understand and use the service scheduling engine. FREE ACCESS
  • Locked
    9.  Service Calendar
    8m 5s
    Find 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

Skillsoft is providing you the opportunity to earn a digital badge upon successful completion on some of our courses, which can be shared on any social network or business platform.

Digital badges are yours to keep, forever.

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