Services Process Flow Charts
From above Service Process Flow Chart of Microsoft Dynamics CRM, the system will function as following
Service management in Microsoft Dynamics CRM will work functionally and can explain all information about
- Cases
- Customer Complain
- Customer request
- Small project
Microsoft Dynamics CRM/Services Module
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Work Function
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Sevice Calendar |
Microsoft Dynamics CRM system is specially designed for customer services of an organization. The system contains specialized features for resources and time management of the organization. When the organization has created a new appointment with a customer, Microsoft Dynamics CRM system will automatically work though service schedule by considering from employees facilities, tools and equipments within the organization to convince the organization that they are ready to response to customers' need immediately.
There are major benefits in Microsoft Dynamic CRM system as following:
- Help to schedule appointment with customers precisely and also improve quality of services within the organization at the same time.
- Prevent over-scheduling and able to forecast workload for all employees.
- Ensure that you will be able to estimate time to start and finish for customers and senders more clearly.
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Cases |
Service management is a function about creation, management creation, general management, and cases search. All cases in Microsoft Dynamics CRM can be merged together with customer's request for service and complaint which would become a small project that enable all departments work together efficiently.
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Accounts |
In customer relation management system of Microsoft Dynamics CRM, there is a customer registration as business organization or corporation separately by accounts which will enable you to manage each customer most efficiently as an organization can offer.
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Contacts |
Knowledge base is Microsoft Dynamics CRM system is a knowledge centre for problems, doubts and complaints such as
- Problem resolution information
- Best practice
- Technical details
- Other relevant documents which can be used and accessed to all problem solutions in any aspects.
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Knowledge Base |
Knowledge base is Microsoft Dynamics CRM system is a knowledge centre for problems, doubts and complaints such as
- Problem resolution information
- Best practice
- Technical details
- Other relevant documents which can be used and accessed to all problem solutions in any aspects.
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Contracts |
Besides a customer registration management as business organization and corporation by accounts, the system also supports an individual customer management by accounts cards in a full preparation system.
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Products |
The system will support all operation for products, items or services which are sold or provided by your business organization
Products in Microsoft Dynamics CRM can be linked to other records in the system such as
- Quotes
- Campaign
- Cases etc
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Services |
Is a services management for Microsoft Dynamics CRM's customers and senders.
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An Example of Service Modules
A picture of Navigation pane in Services Modules
Examples of window screens of all Services Modules
For further information and detail, please feel free to contact
Customer Relation Department Microsoft Dynamics (Ax, CRM)
Peritus Company Limited
191 Silom Complex Building Flr.25,
Unit A1
Silom Road, Kwaeng Silom, Khet Bangrak,
Bangkok 10500
Tel: 66 (0) 2632 0118 - 9
Fax: 66 (0) 2632 0120
E-mail :
crm@peritus.co.th HOT Promotion!!!!!!
*** Free external training about Microsoft's customer relation management *****