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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

When to use SLAs and the timer control

This functionality in Dynamics 365 allows us to define the level of support and commitment to respect this agreement. SLAs allow us to track performance for client services in accordance with set expectations. We can define measurable metrics to push to the service team, as well as timely warnings with regard to various support scenarios.

In Dynamics 365, SLAs work in conjunction with entitlements if need be. Alternatively, SLAs can be defined across an organization. When used with entitlements, we define various levels of entitlements for groups of customers. These entitlements define the related SLAs, and all services and interactions with these customers are regulated through these new SLAs.

One simple example is to define company XYZ Inc. as a Gold-level customer. Our Gold-level customers receive special treatment. Their inquiries and requests must be fully addressed within a time frame of 24 hours. Thus, XYZ Inc. is entitled to this. A representative...

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