Setting Service Preferences - Microsoft Dynamics CRM Online - Success Portal
Please visit the Success Portal at http://www.xrm.com/success - This video is a sample length version of one of more than 100 Microsoft Dynamics CRM Online Tutorials available in the Success Portal. In this video learn how customer service representatives can provide personalized customer support by recording their customer's Service Preferences in CRM Online. When you schedule a Service Activity in CRM Online, you can personalize a customer's support by referring to their Service Preferences. The Service Preferences of an Account or Contact can record which day of the week and time of day is optimal for them to receive the Service, which technician they prefer, etc. In this tutorial, we demonstrate how to record the Service Preferences of a Contact, and how to implement those preferences when we schedule a Service Activity.