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
Testimonials (1)
The practice and trainer knowledge