[Video] Customer Service in the Metals Industry - Part 3
Handling customer claims in the metals industry requires an organized approach to task management. A custom-built CRM Case module simplifies task assignment, ensuring every step in the claims process is handled efficiently and on time. The system seamlessly integrates task management into the case workflow, allowing users to create tasks, assign them to team members, and set due dates. Customizable notifications and easy access make it simple to keep everyone informed. By utilizing Dynamics 365's existing task management capabilities, tasks integrate effortlessly into daily operations and remain visible and actionable across platforms. This video explores how the CRM solution streamlines the entire claims process.
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