User Manual Q&AAnswer
Mar 10, 2025 - 03:30 AM
To create a case in Dynamics 365 Customer Service, follow these steps:
1. Navigate to the Customer Service Hub app.
2. Click on the "Service" tab in the navigation menu.
3. Click on "Cases" in the sub-navigation menu.
4. Click on the "New" button to create a new case.
5. Fill in the required information for the case, such as the customer's name, contact information, and description of the issue.
6. Optionally, you can assign the case to a specific agent or team.
7. Save the case by clicking on the "Save" button.
Once the case is created, it will be assigned a case number and can be tracked and managed within Dynamics 365 Customer Service.
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