Quick Steps for Using Analyze Case

Now that you’ve seen it in action, use these steps as a quick reference while you work in Dynamics. Click each step for more information.

1. Open the Case.
2. Review the Panel.
3. Validate the AI Response.
4. Reply to the Email.
5. Send the Email.
6. Resolve the Case.


Steps to Send an Outbound Email
1. Open a New Case
Click Cases → New Case.
2. Enter Case Information
Case Title, Customer, Brand, Brand Mailbox
Ensure the correct brand and outbound mailbox are selected.
3. Save the Case
Click Save → Case Number populates automatically.
4. Compose Your Email
Click + Icon → Email
5. Draft Your Email
 . Add Subject: [Brand Name] [Order Number]
 . Use templates if needed (Insert Template)
 . Start composing; your signature is pre-filled
6. Review and Send
. Proofread for accuracy and clarity.
. Click Send
7. Resolve and Close
. Click Resolve Case → Choose wrap-up code (Always select the correct wrap-up code.) → Click Save & Close.