Managing Product Warranties with Reminders in Microsoft Dynamics CRM 4.0
Hi Experts,
I am very new to Microsoft Dynamics CRM 4.0 so appologies in advance for anything that sounds basic. We are an IT company and as such sell lots of services to clients, services which can have expiry dates (or renewal dates), an example of this would be a firewall for instance, which would have manufacturer services added onto it like content filtering. i want to be able to manage these so that i can get reminders for these products and then proactively remind (and bill) my clients. The same would apply for Servers which are coming close to warranty expiry.
Just wanted to know if there is a simple way of creating a product, associate that product with a client and then get reminders 30 days or 60 days (or both) before the warranty was going to expire. providing steps would be very helpful.
I am very new to Microsoft Dynamics CRM 4.0 so appologies in advance for anything that sounds basic. We are an IT company and as such sell lots of services to clients, services which can have expiry dates (or renewal dates), an example of this would be a firewall for instance, which would have manufacturer services added onto it like content filtering. i want to be able to manage these so that i can get reminders for these products and then proactively remind (and bill) my clients. The same would apply for Servers which are coming close to warranty expiry.
Just wanted to know if there is a simple way of creating a product, associate that product with a client and then get reminders 30 days or 60 days (or both) before the warranty was going to expire. providing steps would be very helpful.
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