User Review
( votes)Managing customer issues efficiently starts with capturing them the right way. When a customer emails about a quality issue or order problem, turning that email into a case ensures full traceability and faster resolution. With the Dynamics 365 App for Outlook, this process is quick and seamless.
With just a few clicks, users can create a new case directly from the email, selecting the customer, issue type, and relevant details. Once saved, the email is automatically linked to the case, keeping all communications in one place. This eliminates the need for manual tracking and ensures the entire team has visibility into the issue from start to finish.
By centralizing case management in Dynamics 365, the quality team can streamline their customer service workflow, improve response times, and maintain complete records of every interaction.
In our next post, we’ll explore how the system automatically notifies the right team member at each stage of the case process, ensuring timely follow-ups and smooth case progression.
The post [Video] Customer Service in the Metals Industry – Part VI appeared first on CRM Software Blog | Dynamics 365.
