This blog shows how you can use the FREE Dynamics 365 module to log and track ASB cases. The module enables you to add key dates and milestones and a calculation tool that can establish the level of risk depending on how the customer answers certain questions. Thanks to Marcus Fernandes for working his magic on this.
This was the second core module to join the #D365ForHousing family. Anyone who has registered (which is also FREE) and is part of the housing or public sector can now download the following modules:
These complete processes are worth £000’s and use only out of the box functionality so you can get up and running quickly.
Ok, so what does the module include?
I’ve created a video to walk you through the solution that was created after a great ASB session with others in the sector. Thanks to those who helped out and provided feedback on Marcus’s master piece.
Sound good?
Register here to get access to all the modules that have been developed so far including complaints.
You’ll also be able to access documentation but if you’re still not sure this video guides you through how to use the module and demonstrates some key features
If this sounds good, or you’re not sure where to start please get in touch. Or……
Original Post https://deliveringcrm.net/2020/08/03/d365forhousing-anti-social-behaviour-is-here/