Microsoft Dynamics CRM Best Practices Webinar – Case Management

Join this fast-paced webinar presentation March 25 at 11:30 a.m. ET and learn more about Case Management in Dynamics CRM. Enable agents to provide differentiated levels of support with flexible Service Level Agreements “SLA’s”. Gain insight into service effectiveness with the ability to track and analyze key metrics like First Response and Case Resolution.

We’ll review how you can:

  • Update case forms to manage related cases, review entitlements, and a Timer to ensure you do not exceed/breach your SLA’s
  • Define and manage service entitlements and SLA’s
  • Create dynamic routing and queuing rules to ensure you hit your service targets
  • Merge duplicate or creating parent / child relationships between cases to eliminate redundancies.

You’ll come away from this session with tips that are guaranteed to make you more productive using Dynamics CRM. The tips are straight from our team of experienced CRM professionals.

Don’t delay, save your spot at the “virtual lunch table” on March 25.

Register here.

Steven Jennings, Affiliated, Dynamics CRM Implementation and Support, Ohio.

Steven Jennings
Steven has more than five years of Microsoft Dynamics CRM implementation expertise. As CRM Team Lead at Affiliated, his main focus is in sales, marketing, and service areas. He has a strong background designing and deploying integrated solutions, he also has over eight years of .NET development expertise. Steven is proficient in all phases of project development, from concept through realization and assists in the management of a team of analysts and developers responsible for the organization's applications development and analysis functions. He evaluates existing applications to determine technical changes, schedules projects and resources, and monitors project timelines. For more information or to contact Steven, feel free to email him here.
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