You are an administrator of a Dynamics 365 Customer Service system for a computer support company.
Team members must handle cases as follows:
• A case for a new customer follows a different process than for a returning customer.
• A case for a returning customer who has a contract follows a different process than for a customer who is pay as you go.
• All cases must be researched and resolved.
• Cases must be handled in a manner that is simple to maintain.
You need to ensure that all team members follow the same process for handling cases.
What should you do?
Stani
8 months, 3 weeks ago