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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

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