1. Copy the Case number from your confirmation email.
2. Open the CRM
3. Paste the Case Number into the top search bar in the CRM
How to See Status of a Case
Updated on
CRM Tutorials-D365
CRM Process Guides 21
- Entering a Lead
- Create a New Contact
- Create a New Account
- Create a New Task/Appointment
- Log a Phone Call
- Manage Opportunity Business Process
- Adding Product Info/Class Start Information
- Case Resolution Process
- Log a Zoom Meeting Appointment
- Log an Email in D365
- Work and Qualify A Lead
- Lead & Contact Email Templates with Quick Send
- How to Merge Records
- How to Import a Contact List
- How to Import a New Contact
- How to Import Tasks in D365
- How to Search for a Case by Student Name
- How to See Status of a Case
- Clone an Opportunity (SKU Change or Migration)
- How to Create a Prospecting/Target Lead
- How to Access Contents List in CRM
Other Resources
- All Knowledge Base Sites
- Cross-Departmental Processes & Policies
- How to Use SI Cloud
- Troubleshooting in SI Cloud
- Software Tips & Tricks
- How to Use SI Lab Portal
- Lab Portal Hub
- Sales Hub
- Customer Success Hub
- StarLab Sales Tools
- Portal CurrDev Processes
- Accounting
- Warehouse
- Item Management
- Process Checklists
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