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 Duration 35 hours

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

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