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Microsoft Dynamics CRM 3.0 - Case Management
Microsoft Dynamics CRM has two
distinct components:
- Sales - Customer Management
- Service - Case Management
Of particular focus to Dynamic Edge,
given our strong federal government presence, is the
Case Management component of Microsoft Dynamics CRM.
The Microsoft Dynamics CRM Case
Management system has the following features:
- Manage work more efficiently.
Microsoft CRM delivers CRM as a natural extension of
Microsoft Outlook. Manage issues, and all service
contacts, from a single business application.
Creates, assigns and manages “tasks”, such as
emails, faxes, letters, etc.
- Native Microsoft Outlook experience.
Manage your service and case management activity in
a single business application. Automatically
synchronize Outlook E-mail, Calendar, Tasks, and
Contacts with your Microsoft CRM database. Supports
mobile/remote users through Microsoft Outlook,
Explorer and Pocket PC. Integrates seamlessly to
Microsoft Office.
- Automate service processes.
Assign, manage, and resolve cases with automated
routing, queuing, and escalation of case issues,
along with communications tracking, and
auto-response e-mail.
- Resolve issues quickly and accurately.
Improve your response rates using a searchable,
shared knowledge base of articles organised by
product and category. Built-in review processes help
ensure that published information is complete,
correct, and properly tagged.
- Case management. Create,
assign, and manage customer service requests from
initial contact through resolution, as well as
manage communications and other activities.
- Service requests. Automatically
associate incoming service issues with the
appropriate case.
- Queuing. Send cases to a
waiting area—the queue—where they can easily be
accessed by individuals and teams.
- Routing and workflow. Route
tasks automatically to the appropriate
representative for resolution, escalation, or
reassignment.
- E-mail management (includes
auto-response e-mail). Maintain accurate
communication records with automated tracking and
response for internal or external e-mail messages.
- Reports. Identify common
service issues, track service processes, and measure
service performance. Service appointment activities:
Schedule detailed service activity appointments for
your staff that automatically synchronise to your
Microsoft Outlook calendar. Reports use Microsoft
SQL Reporting Services allowing for easy creation
and editing of reports.
- Customisation and Integration.
Extensive customisation and Integration capabilty
including the ability to customise through the
application itself, with no code, or the ability for
more complex customisation using the Microsoft
technology tools such as .Net.
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Microsoft Dynamics GP
Microsoft Dynamics CRM
InputAccelMicrosoft SQL Server Reporting Services
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