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What are Queues in Dynamics 365 Customer Engagement (CRM) and Why Use Them?

Queues are not new functionality in Dynamics 365 for Customer Engagement but they are largely underutilized by most CRM users.

Did you know that queues are the only place in D365 to natively have a list of multiple different record types or entity types in one list – which could include cases, lists, tasks, or any other activity? While queues aren’t new functionality in Dynamics 365 for Customer Engagement (CRM), they are largely underutilized by most CRM users.

This video highlights the features and benefits of queues along with some of the downfalls that users frequently experience.
- What queues are traditionally used for
- How the pick and assignment process work
- How to associate a mailbox to queues
- Routing rules overview
- Enabling queues for other entities

For more information about queues, or help with Dynamics 365 Customer Engagement, reach out to the professionals at Stoneridge Software. www.stoneridgesoftware.com

Видео What are Queues in Dynamics 365 Customer Engagement (CRM) and Why Use Them? канала Stoneridge Software
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Информация о видео
12 июня 2019 г. 19:14:06
00:06:18
Яндекс.Метрика