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Working with Cases in Dynamics 365 Customer Service

Summary

Estimated reading: 1 minute 27 views

Let’s do a brief review of what we covered in this first module.

We looked at customer service from a global perspective, including common scenarios such as:

  • Handling customer or product-related issues
  • Responding to customer questions
  • Collecting and applying customer feedback

We saw how customers interact, notably through:

  • Mobile devices
  • Social media
  • Self-directed solution searching

Finally, we explored the main types of records you can store in Customer Service, including:

  • Cases
  • Activities
  • Entitlements
  • Knowledge base articles
  • Queues
  • Products
  • Goals and key performance indicators (KPIs)
  • Service Level Agreements (SLAs)

Next Steps

In the next module, you will have the opportunity to configure automated case management.

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