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C360 Email to Case Installation and Configuration Guide Microsoft Dynamics CRM 2011 compatible c360 Solutions, Inc. www.c360.com Products c360.com Table of Contents c360 Email to Case Installation

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How to fill out c360 email to case

How to fill out c360 email to case:

01

Open the c360 email to case application.

02

Enter the sender's email address in the "From" field.

03

Select the appropriate case type from the dropdown menu.

04

Fill in the subject line with a brief and descriptive summary of the issue.

05

Provide a detailed description of the problem or inquiry in the body of the email.

06

Attach any relevant documents or files related to the case.

07

Click the "Send" button to submit the email as a case.

Who needs c360 email to case:

01

Customer support teams: C360 email to case is beneficial for customer support teams as it allows them to manage and track customer inquiries efficiently.

02

Sales teams: Sales teams can use c360 email to case to log customer feedback or requests for product enhancements, helping them stay informed about customer needs.

03

Technical support teams: Technical support teams can utilize c360 email to case to effectively address and resolve customer issues or technical problems.

These features make c360 email to case a valuable tool for various departments within an organization.

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What is c360 email to case?

c360 email to case is a feature in Dynamics 365 Customer Service that allows users to convert incoming emails into cases.

Who is required to file c360 email to case?

Customer service representatives and agents who receive customer emails are required to file c360 email to case.

How to fill out c360 email to case?

Users can fill out c360 email to case by opening the email in Dynamics 365 Customer Service and using the 'Convert to Case' option.

What is the purpose of c360 email to case?

The purpose of c360 email to case is to efficiently manage customer inquiries and issues by converting them into cases for tracking and resolution.

What information must be reported on c360 email to case?

Key information such as customer contact details, issue description, and any relevant attachments must be reported on c360 email to case.

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