Course Outline
Module 1: Overview of Dynamics 365 Customer Service
Module 2: Handling case management via the Customer Service Hub
Module 3: Supervising case workloads through queues
Module 4: Streamlining the creation and updating of records
Module 5: Basics of unified routing in Customer Service
Module 6: Establishing and overseeing entitlements
Module 7: Managing Service Level Agreements (SLAs)
Module 8: Developing knowledge management frameworks
Module 9: Utilizing knowledge articles to resolve cases
Module 10: Initiating survey projects with Customer Voice
Module 11: Structuring customer surveys using Customer Voice
Module 12: Distributing Customer Voice surveys
Module 13: Streamlining surveys via Power Automate
Module 14: Setting up service scheduling
Module 15: Arranging services through Customer Service Scheduling
Module 16: Enhancing agent efficiency with Customer Service Workspace
Module 17: Tailoring agent interactions with Agent Experience Profiles
Module 18: Overview of Omnichannel for Customer Service
Module 19: Distributing work and managing routing
Module 20: Adding SMS channels to Omnichannel
Module 21: Installing chat widgets via Omnichannel
Module 22: Developing intelligent assistance features in Omnichannel
Module 23: Overview of Customer Service Insights
Module 24: Generating visualizations for Customer Service data
Module 25: Basics of Connected Customer Service and Azure IoT
Module 26: Enrolling and overseeing devices with Connected Customer Service
Module 27: Developing bespoke apps for Customer Service
Module 28: Connecting Copilot Studio to Omnichannel for Customer Service
Wrap-up and Future Directions
Requirements
- A solid grasp of fundamental CRM principles
- Practical experience with customer support or service workflows
- Knowledge of Microsoft 365 or Dynamics 365 environments
Target Audience
- Customer service specialists and team leads
- CRM administrators and Dynamics 365 consultants
- IT professionals managing customer support infrastructure
Testimonials (1)
The practice and trainer knowledge