Recurring Service Cases
We recently updated our CRM solution for automatically creating recurring service cases. We use recurring service cases to automatically schedule items for our customers that have signed up for managed services or that are under some form of retainer. I originally implemented this in CRM 1.2 using CRM using special products in our CRM product catalog to represent each service offering. For example we had a product item the corresponded to Server Patch Management and another that corresponded to UPS system check, etc. Each product was related to a maintenance item that was defined in an XML configuration file. … Continue reading Recurring Service Cases