This course describes customer management for retailers in Microsoft Dynamics 365 for Operations, including how to create and manage customers in the customer service workbench.
WHAT ARE THE GOALS FOR THIS COURSE?
- Review the full text search capabilities
- Explore the customer service features
- Walkthrough how to create customers
- Discuss the duplicate checking methods
- Demonstrate how to merge and unmerge customers
- Discuss cases and hot alerts
- Discuss the change of address file support
Duration:0 hrs 39 mins
WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?
- General knowledge of Microsoft Windows
- General knowledge of basic navigation within Microsoft Dynamics 365 for Operations
- Basic knowledge of Retail Processes
- Completed Course 80764AE Introduction to Microsoft Dynamics AX for Retail
- Completed Course 80988AE Call Center Configuration in Microsoft Dynamics 365 for Operations