Managing customer claims efficiently is essential to providing excellent service in the metals industry. In our last video we explored how our custom-built CRM Case module optimizes the claim request process, ensuring every case is handled with accuracy and efficiency.
Once a claim is created, the next step is ensuring that all necessary tasks are assigned and tracked efficiently. Our system makes this simple by integrating tasks from within the Case Management window. Users can quickly create new tasks, assign them to the appropriate team members, and set due dates to ensure timely follow-up.
Each task entry includes a subject, description, and optional email notification. Users can choose whether to notify the assignee via email—helpful when delegating tasks to others but unnecessary for personal task tracking. Since we utilize the standard Tasks module in Dynamics 365, all tasks appear in familiar locations such as dashboards, Outlook, and mobile apps, keeping everything seamlessly connected.
By using the built-in Tasks module, our system ensures that assigned tasks integrate effortlessly with existing workflows. Whether viewed in CRM, Outlook, or on mobile devices, tasks remain centralized and accessible, preventing anything from slipping through the cracks.
In our next video, we’ll showcase how claim requests are submitted to vendors, mills, and sister plant locations. Stay tuned to see how our CRM solution streamlines the entire claim resolution process!
