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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
Testimonials (1)
The practice and trainer knowledge