In Dynamics, create a new case:
- Enter the "Case Title" that fits the request.
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- In the "Case Type" section select "Information Request".
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- In the "Category" section select the appropriate "Category" that suits your request. For this example I will be selecting "Public Affairs and Marketing".
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- In the "Customer" section search for the appropriate employee. If the employee is not entered, follow the guide linked HERE on how to create a new "Contact".
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- Enter a short description of the request.
- Select "Yes" or "No", if the customer wants a follow up.
- Once complete click "Save & Close".
- Enter the "Case Title" that fits the request.
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- In the "Case Type" section select "Information Request".
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- In the "Category" section select the appropriate "Category" that suits your request. For this example I will be selecting "Park Planning Projects".
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- In the "Customer" section search for the appropriate employee. If the employee is not entered, follow the guide linked HERE on how to create a new "Contact".
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- Enter the "Project Name" if applicable. If not enter (Ask Projects Team).
- Enter a short "Description" of the project.
- Once complete "Save & Close".