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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
- Setup of the service environment
- Defining users, roles, and permissions
- Tailoring the service dashboard
Handling Customer Interactions
- Creating and maintaining customer records
- Monitoring customer communications
- Leveraging the Customer Service Hub
Case Management
- Initiating and managing cases
- Routing and assigning case tasks
- Resolving and closing open cases
Knowledge Management
- Authoring and curating knowledge articles
- Utilizing the knowledge base for faster resolution
- Publishing and updating knowledge content
Service Level Agreements (SLAs) and Entitlements
- Establishing SLAs
- Managing customer entitlements
- Monitoring and enforcing service commitments
Data and Analytics
- Interpreting dashboards and reports
- Evaluating customer service performance
- Identifying key trends and insights
Integration and Customization
- Linking with Microsoft Outlook and Teams
- Customizing entities and data fields
- Extending capabilities via the Power Platform
Best Practices and Case Studies
- Applying best practices in customer service management
- Analyzing real-world case studies
Requirements
- A fundamental understanding of CRM principles
- Existing knowledge of standard customer service processes
Target Audience
- Customer service specialists
- CRM administrators
- Business analysts
Testimonials (1)
The practice and trainer knowledge