Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Unanswered

Good ways to manage demo device handling

(0) ShareShare
ReportReport
Posted on by 25

Hi everyone,

I am looking for a good way of doing demo device handling in the CRM and would be interested to hear how you are handling this topic.

So far I could imagine:

- certain fields to be added to the case form

- new entity with certain fields to be created that is added as sub-grid to the asset form

- add certain fields to the asset form

The final solution should be ideally pullable into a kind of asset calendar so that we can see an assets status and whereabouts.

I would appreciate your insights!

Thanks and best regards,

Carina

  • Eiken Profile Picture
    Eiken on at
    RE: Good ways to manage demo device handling

    Hi,

    Would you please describe in detail the requirements for the demo device handling?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans