Get in Touch
 Duration 35 hours

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

Number of participants


Price per participant

Testimonials (1)

Upcoming Courses

Related Categories