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 Duration 14 hours

Course Outline

Introduction to Dynamics 365 Customer Service

  • Overview of the Dynamics 365 ecosystem
  • Introduction to the Dynamics 365 Customer Service module

Setting Up Dynamics 365 Customer Service

  • Configuration of the service environment
  • Establishing users, roles, and permissions
  • Customization of the service dashboard

Managing Customer Interactions

  • Creation and management of customer records
  • Tracking of customer communications
  • Utilization of the Customer Service Hub

Case Management

  • Creation and administration of cases
  • Assignment and routing of cases
  • Resolution and closure of cases

Knowledge Management

  • Creation and management of knowledge articles
  • Utilizing the knowledge base to resolve cases
  • Publishing and maintaining knowledge content

Service Level Agreements (SLAs) and Entitlements

  • Configuration of SLAs
  • Management of entitlements
  • Tracking and enforcement of service commitments

Data and Analytics

  • Use of dashboards and reports
  • Analysis of customer service performance
  • Identification of trends and insights

Integration and Customization

  • Integration with Microsoft Outlook and Teams
  • Customization of entities and fields
  • Extension of functionality via Power Platform

Best Practices and Case Studies

  • Implementation of best practices for customer service management
  • Review of real-world case studies

Requirements

  • Fundamental understanding of CRM concepts
  • Basic familiarity with customer service workflows

Audience

  • Customer service specialists
  • CRM administrators
  • Business analysts

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