[Video] Customer Service in the Metals Industry – Part 3

Handling customer claims in the metals industry requires more than just tracking issues—it demands an organized approach to task management. In our latest video, we explore how our custom-built CRM Case module simplifies task assignment, ensuring every step in the claims process is handled efficiently and on time.

Simplifying Task Assignment and Tracking

Once a claim is initiated, it’s essential to assign and monitor tasks effectively. Our system seamlessly integrates task management into the case workflow, allowing users to create tasks, assign them to the right team members, and set due dates—all from within the Case window.

 Customizable Notifications and Easy Access

Each task includes a subject, description, and an optional email notification. Users can choose whether to notify assignees via email—a useful feature for delegation while avoiding unnecessary alerts for personal tasks. Because our solution leverages the standard Tasks module in Dynamics 365, all tasks sync across dashboards, Outlook, and mobile apps, keeping teams connected and organized.

 Leveraging Built-in Tools for Seamless Workflow

By utilizing Dynamics 365’s existing task management capabilities, our system ensures that tasks integrate effortlessly into daily operations. Whether accessed via CRM, Outlook, or mobile devices, tasks remain visible and actionable, preventing important steps from being overlooked.

 What’s Next?

In our upcoming video, we’ll dive into how claim requests are submitted to vendors, mills, and sister plant locations. Stay tuned as we continue exploring how our CRM solution streamlines the entire claims process!

The post [Video] Customer Service in the Metals Industry – Part 3 appeared first on CRM Software Blog | Dynamics 365.