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    After-sales service automation in Microsoft Dynamics 365 CRM

    The Best
    Program to Enroll for Exchange

    Companies use after-sales support as a business strategy as it typically leads to higher customer satisfaction, brand loyalty, and even word-of-mouth-marketing.

    Find courses
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    Online Support

    +374 986 068 55

    • Shape
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    1

    Product catalog (creation, attributes & hierarchies)

    1

    Product catalog - package goods Management

    1

    Product catalog - price list

    1

    Product catalog - discounts list

    1

    Competitors, concepts, management & applications

    1

    Sales territories, concepts & sales organization management

    1

    pre-sale concept, during-sale & after-sale roadmap (campaign, campaign response, lead, customer, opportunity, price proposal, order, invoice, service items & service contracts)

    1

    lead-to-opportunity flow management

    1

    Opportunities - creation & management

    1

    Opportunities - assign ownership of opportunities to teams & users, add sales team to opportunity records

    1

    Opportunities - identifying stakeholders, connecting people & opportunity competitors

    1

    Opportunities - add post, note, attachments activity

    1

    Opportunities - Defining revenue estimation type based on system or user

    1

    Opportunities - opportunity process concept

    1

    Opportunities - creating & registering system & new products in the opportunity, adding

    1

    products to the opportunity, collecting the features of the opportunity products, cross-sell, up-sell sales proposal

    1

    Opportunities - creating a pre-invoice in the opportunity

    1

    Opportunities - statuses (open (in progress or pending) & closed (winner or loser))

    1

    Turn activities into opportunities

    1

    Quotes, create, activate, new version

    1

    Quotes - closing quote, order registration

    1

    Orders - creation, changes, order lock

    1

    Orders - locking & unlocking the order price, placing the order, registering the invoice

    1

    Invoices - create, change, lock & unlock prices

    1

    Invoices - invoice settlement & closing

    1

    Using alternative price lists

    1

    Addresses in company, person, quotation, orders & invoices Discounts on quotations, orders & invoices

    1

    Discounts on quotations, orders & invoices

    1

    goals Management - definition & setting of goal st&ards

    1

    goals Management - definition of new goals & referrals to users

    1

    goals Management - defining the goals of father & child

    1

    Goal management - detailed settings & goal data filtering

    1

    Goal Management - Create & recalculate goal records

    1

    goals Management - checking system diagrams of goals

    1

    Connections of companies & individuals with system entities (connections)

    1

    Connecting companies & individuals with sales opportunities

    1

    The relationship between companies & individuals with other companies & individuals

    1

    Use of sales system reports

    1

    Working with system diagrams in the list of opportunities

    1

    Work with sales dashboards

    1

    Determining the impact of different currencies in sales price calculations

    Categories

    Microsoft CRM after sales automation

    After-sales service is any support provided to a customer after the product or service has already been purchased

    Knowledge base - creation, editing & publication of knowledge base articles
    Knowledge Base - Create, maintain & manage article templates
    Knowledge Base - Attach knowledge base articles to email
    Knowledge base - search articles, categorize & use external articles
    Cases - creation & management & concept of default fields of the item form
    Cases - Add posts, activities & notes & attachments in the interactive section
    Cases - concept of business process flow in cases, concept & use of the process of doing the case
    Task management
    calls management
    emails management
    faxes Management
    mail management
    appointments management
    Other activities
    Articles - Search articles
    Cases - Associate an article with a case & use knowledge base article to solve the case
    Cases- Convert activities to items
    Cases - Specify item connections
    Cases - Implement item routing
    Cases - Use the created routing rules
    Cases - routing & automatic creation of records
    Queues - managing the creation and maintenance of queues
    Queues - the concept of system folders and personal folders
    Queues - Add items and activities to Queues
    Queues - work with items in Queues
    Managing cases with SLAs
    Creating and maintaining contract templates
    marketing list adding
    The concept of standard and improved SLAs
    Create an SLA action and details
    Application of SLAs upon request
    Creating contracts and contract lines
    Connecting the contract to the goods
    Contract connection to contract channels
    Attach an SLA to the contract
    Contract activation
    Renewal of a contract
    Services - define services and the concept - application of service scenarios
    Service - concept and application of service process flow
    Services - managing resources, facilities and equipment
    Services - Sites
    marketing list adding
    Services - scheduling holidays and services
    Services - Entitlement Templates
    Services - Email template
    Services - contract template
    Services - implementation of customer service calendars
    Service - Scheduling service activities in the service calendar
    Management of service activities
    Contract activation
    Work with the service calendar
    Work with service reports
    Working with service dashboards
    Work with system charts for items
    The concept and use of goals standards and goals in services
    Create goals for item records
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    Microsoft Dynamics 365 (CRM) AND ERP Services & Solutions, Microsoft Dynamics 365 Training, E-commerce Platforms, Seo and Digital Marketing.

    Technology & Products

    Dynamics ERP

    Dynamics CRM

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    Contact Us

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