How to Create ARC Rules in Dynamics 365 to Manage IT Requests

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Enjoy a demo from JourneyTEAM developer, Leecia Barajas, on how Automatic Record Creation (ARC) rules are used to effectively address, solve, and manage IT requests in Dynamics 365. Since IT managers spend an average of 5 hours a week on managing tasks alone, ARC rules are designed to improve this common business operation.

What is Automatic Record Creation?

ARC rules allow for the automatic creation of records in Dynamics 365 based on certain criteria. This makes it easy to manage and track emails from Outlook in Dynamics 365. One common use for ARC rules is effectively creating and managing IT requests in Dynamics 365.

For many organizations that have an IT department, managing requests and request progress can be time-consuming and difficult. This process can cause frustration for the IT staff, and those employees waiting for IT to complete their requests. The old process of using only email to track requests, and parsing individual responses is repetitive and risks some requests being completely lost.

How to Use Automatic Record Creation for IT Requests

By using CRM with automatic record creation rules (ARC Rules), cases are created in Dynamics 365 for each request tracked via email. You can track requests by category within Dynamics, and mark them when complete. ARC Rules also allow you to set up filters to ensure that you are not needlessly creating cases for emails from spammers or other senders that aren't employees or customers. You can also route the cases to different groups or employees so the request is assigned to a certain technical specialist. With ARC rules in place, IT managers can efficiently manage IT request directly in your Dynamics 365 CRM for a seamless and consolidated user experience.

To see ARC rules in action, check out the following demo.

For help creating ARC rules, or general Dynamics 365 questions, contact a solutions specialist today.