Course Outline
Overview of Dynamics 365 Customer Service
Managing cases within the Customer Service Hub
Overseeing case workloads through queues
Streamlining record creation and updates via automation
Understanding unified routing within Customer Service
Establishing and managing entitlements
Utilizing Service Level Agreements (SLAs)
Developing knowledge management frameworks
Leveraging knowledge articles for case resolution
Initiating survey projects with Customer Voice
Structuring customer surveys using Customer Voice
Distributing Customer Voice surveys
Automating survey workflows with Power Automate
Setting up service scheduling parameters
Scheduling services using Customer Service Scheduling
Enhancing agent efficiency via Customer Service Workspace
Personalizing agent workflows with Agent Experience Profiles
Fundamentals of Omnichannel for Customer Service
Distributing and routing work via unified routing
Integrating SMS channels through Omnichannel
Implementing chat widgets using Omnichannel
Creating intelligent assistance features within Omnichannel
Basics of Customer Service Insights
Generating visualizations for Customer Service metrics
Overview of Connected Customer Service and Azure IoT
Enrolling and overseeing devices with Connected Customer Service
Developing custom applications for Customer Service
Connecting Copilot Studio to Omnichannel for Customer Service
Requirements
- A foundational grasp of core CRM principles
- Practical experience in customer support or service delivery processes
- Knowledge of Microsoft 365 or Dynamics 365 platforms
Target Audience
- Customer service experts and team leads
- CRM administrators and Dynamics 365 consultants
- IT specialists overseeing customer support infrastructure
Testimonials (1)
The practice and trainer knowledge