[Video] Customer Service in the Metals Industry - Part V

In this article, the author discusses how the CRM Case module can be used to submit Plant Claim Requests for internal cost tracking. The process is simple and efficient, allowing users to generate a new request, select the responsible plant, and choose the affected items. The system assigns a claim number and prompts for essential details. Unlike vendor claims, plant claims focus on internal accountability. The article also mentions a one-click document generation feature for creating and sharing Plant Claim Request Documents. Claim amounts are automatically calculated and displayed in the Case Detail section for full visibility into internal cost management. The article concludes by mentioning that the next video will explore how cases can be created directly from Outlook.

Article 3m CRM Software Blog | Dynamics 365

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