How to Use Dynamics CRM for Customer Support
Dynamics CRM is a customer resource management (CRM) software program from Microsoft. With this program, you can manage the information for your customers, such as their contact information, notes about them and their sales history. If you and your employees use the Dynamics CRM program in the correct way, you can pull this information out and use it for customer support.
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Instructions
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Launch the Dynamics CRM software program from the shortcut on the Desktop or from the Start Menu.
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Log in with your user name and password.
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Open the "Customer" tab on the main menu of Dynamics CRM, type in the name of your customer and then press "Enter" to display the general information for your customer, such as his full name, address, phone number and email address. Use this information for contacting the customer during the support process.
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Click on "Customer Notes" in the lower right-hand corner of the customer information window to see notes about the customer that are recorded by sales and support staff and which can be used for customer support.
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Click on the button labeled "Sales Records" for a list of products the customer has purchased, which may be useful during the overall support process.
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