Acme Ltd desires to use Dynamics CRM to assist customer representatives in tracking incoming phone calls and creating cases, as necessary, for resolution. The following steps detail the process provided by Dynamics CRM to assist the preceding scenario:
- Select the Service module from the CRM navigation:
- Select the Account entity on the navigation menu under Service, and open the record for Alpine Ski House available with the trial data:
- Navigate to the related activities through the Related record menu on the account record: ...