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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

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