To Access: Use the Microsoft Dynamics Unified Service Desk Shortcut (logo) which will launch the CRM Homepage

AmeriGas - My Dashboard - SANDBOX

                              CRM FEATURES

LINK                                                DESCRIPTION
Dashboards                      Displays different Items such as Active Cases
Account Search                           Search for customer accounts
Activities                         Displays activities which can be filtered and sorted
Action Items                   Displays action Items which can be filtered and sorted
My Internal Notes                         Mailbox for important notes

                                  SERVICE
LINK                                                          DESCRIPTION
CASES                                              Listing of all customer cases
QUEUES                                          Department specific collection of cases
KNOWLEDGE ARTICLES             Support material to guide case 
                                                          resolution including talking points


IVR- Interactive Voice Response (not advisable to use) 
account number or phone number

sold to- billing info/money always start with 20 or 020
ship to- delivery address/service/ its always start w/ 010 or 10
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Explain and Demo Account Search, Accounts Button, and Contacts Button
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Locating Active/Inactive Accounts
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