Service Contracts & Scheduling

Microsoft Dynamics CRM 2013
  • 9 Videos | 1h 1m 31s
  • Includes Assessment
  • Earns a Badge
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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

  • Playable
    1. 
    Contract Templates
    4m 19s
    UP NEXT
  • Playable
    2. 
    Creating Contracts and Contract Lines
    7m 45s
  • Locked
    3. 
    Using Contracts with Cases
    3m 45s
  • Locked
    4. 
    Service Module Initial Configuration
    7m 52s
  • Locked
    5. 
    Creating Services
    7m 40s
  • Locked
    6. 
    Schedule a Service
    7m 8s
  • Locked
    7. 
    Restricting the Selection of Resources
    5m 8s
  • Locked
    8. 
    Complex Service Scheduling
    5m 49s
  • Locked
    9. 
    Service Calendar
    8m 5s

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

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

Digital badges are yours to keep, forever.

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