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Microsoft Dynamics CRM (Archived)

Dynamic CRM Case and Customer

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Posted on by 25

Hi, Can any one help me to find, how to add customer and case management in dynamic CRM? Our organization using another ticketing system. But we are trying follow dynamic crm support. already installed Dynamic CRM in our server.

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  • Suggested answer
    PranavShroti Profile Picture
    4,510 on at

    Hi

    Which version of OnPremise you have installed?

    If you have completed the installation, it should be visible in the drop down values "Service" module.

    Hope this helps,

    Regards

    Pranav

  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at

    Hi , have a look below on the example screen - its very simple process from main navigation you click on sales module - you can both add contact and cases:

    addcaseandcontact2016.PNG

    i would suggest you to go through below :

    https://mva.microsoft.com/product-training/microsoft-dynamics#!index=3&lang=1033 

    mark my suggestion as verified if helpful

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