This guide will walk you through the key features of the Microsoft Dynamics 365 mobile app, helping you to get started, navigate modules, and manage your data effectively.
\n
1. Installing the Dynamics 365 App
\n
You can install the Dynamics 365 app from the Apple App Store or Google Play Store by searching for \u201cMicrosoft Dynamics 365\u201d.
\n
\n
2. Logging In
\n
After installation, open the app and sign in using your Microsoft 365 credentials.
\n
\n
3. Navigating the App
\n
The home screen provides quick access to your frequently used modules such as Sales, Customer Service, and Marketing.
\n
\n
4. Viewing and Updating Records
\n
Select a module (e.g., Sales) to view records. Tap a record to see details. You can edit fields by tapping the pencil icon.
\n
\n
5. Offline Access
\n
The app supports offline mode. Ensure you sync data before going offline and changes will be uploaded once connectivity is restored.
\n
\n
6. Creating a New Record
\n
Tap the \"+\" icon to create a new record. Fill in the mandatory fields and tap \u201cSave\u201d.
\n
\n
7. Sync and Notifications
\n
Check the sync icon to ensure your changes are uploaded. Notification bell shows updates, tasks, and alerts.
\n
\n
","articlepublicnumber":"KA-01000","msdyn_iscontentsyncedtostore":false,"knowledgearticleid":"16504d61-e249-47d4-b229-0188ee091fdb","title":"App User Guide"},{"@odata.etag":"W/\"60273861\"","content":"
Meter Related Issue
Follow the steps to resolve the Meter Case
On Case Select the Task
Take the item which u completed
Mark as completed
Once all the steps are done, your issue will be resolved
Demo Video:
","articlepublicnumber":"KA-01003","msdyn_iscontentsyncedtostore":false,"knowledgearticleid":"e47950f5-b662-4dac-8064-4d6a5c55656e","title":"Meter Related Issue"},{"@odata.etag":"W/\"70321435\"","content":"","articlepublicnumber":"KA-01015","msdyn_iscontentsyncedtostore":false,"knowledgearticleid":"71494fcc-52d4-4b8f-9232-60eeb6228af9","title":"App User Guide"},{"@odata.etag":"W/\"60273853\"","content":"
Agent Onboarding and Training Guide
This guide outlines the onboarding steps and training resources for newly hired agents to get started with the CRM platform and internal tools efficiently.
1. Introduction to the Company and Tools
All agents begin with an overview of the company\u2019s mission, support structure, and the tools they will be using \u2014 including Dynamics 365 for case management.
2. Setting Up Accounts and Access
Agents receive credentials to log in to email, CRM, knowledge base, and communication tools such as Teams or Slack.
3. Navigating the CRM Dashboard
Agents are trained to navigate through CRM dashboards to view cases, customer history, and interaction records.
4. Handling Support Cases
New agents learn how to open, update, and close support cases, as well as escalate issues when needed.
5. Communication Protocols
Agents are taught tone guidelines, email etiquette, and call scripts to maintain professional and effective customer communication.
6. Knowledge Base Usage
Training includes how to search and contribute to the knowledge base for standardized responses and troubleshooting.
7. Live Shadowing and Practice Sessions
New hires participate in shadowing sessions and handle test cases to build confidence and familiarity with systems.
8. Certification and Readiness Check
Once training is completed, agents must pass a knowledge check and receive certification before moving to live support.
","articlepublicnumber":"KA-01001","msdyn_iscontentsyncedtostore":false,"knowledgearticleid":"ee90d5ac-11a5-f011-bbd3-7c1e52fcc5d3","title":"Agent Onboarding and Training Guide"},{"@odata.etag":"W/\"70167636\"","content":"
This guide outlines the essential steps to perform a basic inspection when a meter fault is reported. It helps technicians and field agents to conduct initial checks before further diagnostics or replacements are scheduled.
1. Safety First
Always follow standard electrical safety procedures. Ensure the meter site is safe for inspection and wear appropriate PPE (Personal Protective Equipment).
2. Visual Inspection
Check the meter box for physical damage, burn marks, broken seals, or evidence of tampering.
3. Display Status
Verify whether the meter display is functional. Check for blank screens, error codes, or abnormal values.
4. Wiring and Connections
Inspect all wiring connections for looseness, corrosion, or signs of overheating. Ensure grounding is intact.
5. Communication Test
If the meter supports remote communication, verify whether it\u2019s successfully transmitting data to the system. Use diagnostic tools if available.
6. Check for Tampering
Look for external magnets, broken seals, or irregular power readings that might indicate tampering or bypass attempts.
7. Report and Escalate
Document your findings with photos and notes. If the issue persists or poses risk, escalate it to the technical maintenance team or schedule a meter replacement.