Automatically route cases with Assignment Rules within Microsoft Dynamics 365 CRM!

If you've invested a lot of time, effort, and money in gaining clients for your business, it only makes sense to focus on retaining those customers. In fact, companies who increase customer retention activities by just 5% stand to increase their profits, according to a study from Invespcro. This is where Microsoft Dynamics 365 CRM comes to the rescue; by leveraging assignment rules, you can automatically route cases and provide efficient and effective solutions to your customers.

This article from the Microsoft Dynamics 365 CRM Tips and Tricks blog walks you through the process of setting up assignment rules within Microsoft Dynamics 365 CRM, providing you with actionable steps to streamline your customer support process. With the help of assignment rules, you can automate case routing based on various criteria such as case type, severity, region, and more. This not only saves your team precious time and effort but also ensures that customers receive swift and accurate solutions to their issues.

Overall, this blog post offers valuable insights into using Microsoft Dynamics 365 CRM to provide exceptional customer support, increase customer retention, and ultimately drive business success.

The post Automatically route cases with Assignment Rules within Microsoft Dynamics 365 CRM! originally appeared on Microsoft Dynamics 365 CRM Tips and Tricks.