Product Solution

Return Material Authorization for Dynamics 365 CRM

Armanino’s RMA solution for Microsoft Dynamics 365 CRM provides a comprehensive process that supports RMA tracking, automation and reporting.

Product Solution

The RMA is linked to a Case and an Account and requires a Contact to be identified. Additional fields allow Customer Service Representatives (CSRs) to enter in a return address that differs from the Contact’s regular shipping address.

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Benefits

Track Products

Track products authorized for return, replacement or repair

Monitor Movement

Monitor products at multiple repair facilities, follow material movements and loaner products and ensure appropriate return location for the product

RMA Solutions

Create and manage RMAs to resolution

Store Key Data

Control and house quality control dates, technician information and labor hours

Features

Notifications for RMAs created and received

Timeout system for RMAs not yet received

Status update notifications on RMA progress

Streamlined user-friendly format

return-material-authorization-dynamics-365-screenshots

In Action

The RMA Form is the top-level form integrated with Microsoft Dynamics 365 and prior versions of Dynamics CRM Cases. Diagnostics and repair of each item is managed at the “RMA Item” level. Each “RMA Item” can accommodate issue tracking, root cause, quality control dates and assigned QC technician, repair dates and assigned repairperson, and the logging of labor hours and work done.

Microsoft Dynamics Solution

The efficient, simplified form provides CSRs with a straightforward interface that makes finding pertinent information easier. Unnecessary options are hidden, but dropdown boxes can be selected when needed to reveal the hidden data. If the “Loaner” checkbox is ticked, a hidden “Advanced Replacement” section is exposed to help manage Loaners and Advanced Replacements. Additionally, multiple “repair facilities” may be configured when selected on the RMA form so that the facilities’ addresses can be used in the automatic confirmation correspondence with the customer.

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