Prompt Softech

Request Management Solution (Service) – Dynamics CRM Online 2016 Industry: Business | Timeline: 3 months| Number of resources: 2 ADDRESS: 12 SF, Maurya Times Square, Opp. R K Royal Hall, Science City Road, Sola, Ahmedabad, Gujarat 380061-| www.promptsoftech.com BUSINESS REQUIREMENT Customer service is an integral part of every business. Each company has different sets of operations to achieve customer satisfaction. Many organizations are looking for solutions to manage their operation activities. In this project, our customer is a well-known firm in the United Kingdom and had been looking for a custom solution to route each customer requests. Each customer request has different steps to follow depending on the identity of the request. A request should route through different steps, queues, and actions on it. OUR SOLUTION Prompt Softech has built a precise solution to operate with each request in CRM. The solution is developed using Native Dynamics CRM customizations. Below, is a basic process flow of request management solution- Features:  Configure different types of requests.  Depending on configuration, automatically update records of CRM entities as well as custom entities.  Set different stages and actions to be taken for each request.  Allow options to upload attachments.  Configure SLA & OLA time for each service types.  Notification (Email/Task) can be triggered when certain SLA time is reached. 2 TECHNOLOGY/TOOLS USED     xRM Framework Plugin Registration HTML JavaScript & jQuery 3 SCREENSHOTS 1) Service Configuration/Template 4 Service Type 5 2) Service Processes/Steps 6 3) Service Request 7 4) Case Form 8