Step by step instructions on how to set Microsoft CRM and QoS-IT to work the way you work.
The following entities require settings:
Users – Role, Work hours, User Cost, Email routing
Business Closures – Days the business is closed for public holidays and other events
Resource Groups – how to group Customer Service Representative (CSR) based on the IT services they provide customers
Services – rules on how to select resources from Resource group(s) to schedule for an IT Service
Subjects – classifying incidents and knowledgebase articles
Contract Templates – days and hours service is provided to customers
Email Template – templates used by QoS-IT
Service Catalog – listing all IT services provided by the business in Service Catalog
QoS-IT Setting – setting up QoS-IT variables
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