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Duration 14 hours
Course Outline
Introduction to Dynamics 365 Customer Service
- Overview of the Dynamics 365 ecosystem
- Introduction to the Dynamics 365 Customer Service module
Configuring Dynamics 365 Customer Service
- Setting up the service environment
- Defining users, roles, and permissions
- Personalizing the service dashboard
Handling Customer Interactions
- Creating and maintaining customer records
- Monitoring customer communications
- Leveraging the Customer Service Hub
Case Management
- Initiating and overseeing cases
- Assigning and routing tickets
- Closing and resolving issues
Knowledge Management
- Developing and curating knowledge articles
- Applying the knowledge base to case resolution
- Publishing and updating knowledge content
Service Level Agreements (SLAs) and Entitlements
- Defining SLAs
- Administering entitlements
- Monitoring and enforcing service commitments
Data and Analytics
- Utilizing dashboards and reports
- Evaluating customer service performance
- Discovering trends and actionable insights
Integration and Customization
- Connecting with Microsoft Outlook and Teams
- Modifying entities and fields
- Expanding capabilities via the Power Platform
Best Practices and Case Studies
- Applying best practices for service management
- Analyzing real-world scenarios
Requirements
- Fundamental knowledge of CRM principles
- Experience with standard customer service workflows
Target Audience
- Customer service specialists
- CRM administrators
- Business analysts
Testimonials (1)
The practice and trainer knowledge