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 Duration 35 hours

Course Outline

Module 1: Overview of Dynamics 365 Customer Service

Module 2: Managing cases via the Customer Service Hub

Module 3: Managing case workloads through queues

Module 4: Automating record generation and updates

Module 5: Getting started with unified routing in Customer Service

Module 6: Setting up and maintaining entitlements

Module 7: Utilizing Service Level Agreements (SLAs)

Module 8: Developing knowledge management strategies

Module 9: Applying knowledge articles to resolve cases

Module 10: Establishing survey projects with Customer Voice

Module 11: Crafting customer surveys using Customer Voice

Module 12: Distributing Customer Voice surveys

Module 13: Automating survey workflows with Power Automate

Module 14: Setting up service scheduling parameters

Module 15: Arranging services via Customer Service Scheduling

Module 16: Enhancing agent efficiency with Customer Service Workspace

Module 17: Tailoring agent workflows with Agent Experience Profiles

Module 18: Overview of Omnichannel for Customer Service

Module 19: Distributing tasks via unified routing

Module 20: Integrating SMS channels into Omnichannel

Module 21: Implementing chat widgets through Omnichannel

Module 22: Developing intelligent assistance features in Omnichannel

Module 23: Introduction to Customer Service Insights

Module 24: Generating visual reports for Customer Service data

Module 25: Overview of Connected Customer Service and Azure IoT

Module 26: Enrolling and overseeing devices in Connected Customer Service

Module 27: Developing custom applications for Customer Service

Module 28: Connecting Copilot Studio with Omnichannel for Customer Service

Summary and Future Directions

Requirements

  • A solid grasp of fundamental CRM concepts
  • Practical experience with customer support or service workflows
  • Knowledge of Microsoft 365 or Dynamics 365 environments

Target Audience

  • Customer service experts and team leaders
  • CRM administrators and Dynamics 365 consultants
  • IT specialists overseeing customer support solutions

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