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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Service Case Managemen...
Microsoft Dynamics CRM (Archived)

Service Case Management in CRM

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Posted on by chrlesinchrge 30

We are looking at a few products or creating our own. Our most important issue is case management and case tracking. We want our customer(s) to be able to log tickets/service issues, add attachments, track ownership, see resource utilization, and close tickets. Is this available in CRM?

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  • Verified answer
    Testuser12 Profile Picture
    Testuser12 270 on at

    Hi,

    Everything you mention apart from web portal/online logging is available through CRM out of the box.  The case management section of CRM on the supporting users side of things can benefit heavily from customisation, such as use of queues and workflow to manage data throughout the system.

    Regards

  • Community Member Profile Picture
    Community Member on at

    You can give a try  https://web2case.com for case logging from your web site.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi you can try Email to Case Automation App is an advanced Email to Case automation utility that creates Service Cases from emails.

    For more info www.work365apps.com/email-to-case

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