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 Duration 35 hours

Course Outline

Overview of Dynamics 365 Customer Service

Handling case management via the Customer Service Hub

Overseeing case workloads through queues

Streamlining record creation and modifications

Overview of unified routing in Customer Service

Establishing and overseeing entitlements

Managing Service Level Agreements (SLAs)

Developing knowledge management frameworks

Leveraging knowledge articles to close cases

Initiating survey projects via Customer Voice

Designing customer surveys with Customer Voice

Distributing Customer Voice surveys

Automating survey workflows with Power Automate

Setting up service scheduling

Booking services using Customer Service Scheduling

Enhancing agent efficiency with Customer Service Workspace

Tailoring agent workflows via Agent Experience Profiles

Introduction to Omnichannel for Customer Service

Allocating work streams through unified routing

Integrating SMS channels within Omnichannel

Deploying chat widgets via Omnichannel

Creating intelligent assistance features in Omnichannel

Overview of Customer Service Insights

Generating visualizations for Customer Service data

Introduction to Connected Customer Service and Azure IoT

Enrolling and controlling devices with Connected Customer Service

Developing bespoke applications for Customer Service

Merging Copilot Studio with Omnichannel for Customer Service

Requirements

  • A solid grasp of fundamental CRM principles
  • Practical experience in customer support or service workflows
  • Working knowledge of Microsoft 365 or Dynamics 365 ecosystems

Target Audience

  • Customer service specialists and team leads
  • CRM administrators and Dynamics 365 consultants
  • IT professionals charged with managing customer support solutions

Testimonials (1)

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