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)
The practice and trainer knowledge