The most common activity your agents do in your helpdesk everyday is handling the incoming requests from users. They need to be on their toes when a new case [...]
Notes in Microsoft Dynamics 365 CRM are great to use for a number of reasons. Some of them are: Easy 1-click creation from social pane (in comparison to adding [...]
The Lead Qualification process in Microsoft Dynamics 365 CRM assumes that the lead conversion always ends either in creation of opportunity or disqualification. But many businesses have lead qualification [...]
When you set-up a support queue (configured with email like support@xyz.com) and activate email-to-case in Microsoft Dynamics 365 CRM, all the incoming emails to queue get converted to cases [...]
/* Zap Team Calendar App is now Zap Calendar PRO App - which has 100 times more functionality!! */ When working with Microsoft Dynamics 365 for Sales & Customer [...]
When using out-of-box email-to-case, if you have checked the setting "Create record from email for unknown senders" then a new contact is created in CRM automatically when an email [...]
We have all heard about Email-to-Case requirement and how Microsoft Dynamics 365 CRM can help…however what about Email-to-Lead. I am sure that some of you would have stumbled across [...]
A helpdesk does exactly what its name suggests: it’s there to help you when problems arrive. Typically those are of a technical nature; you need someone to troubleshoot the printer or help [...]
In this blog, I will explain the high level use-cases for setting up Email-to-Case in Microsoft Dynamics 365 CRM (for your support mailbox) and how Zap Helpdesk - Email [...]
In this blog, we will go-through the steps needed for setting up a generic support queue (e.g. support@zapobjects.com) in Microsoft Dynamics 365 CRM online which can be used for [...]
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