Get in Touch
 Duration 35 hours

Course Outline

Module 1: Overview of Dynamics 365 Customer Service

Module 2: Managing cases via the Customer Service Hub

Module 3: Handling case workloads through queues

Module 4: Streamlining record creation and updates with automation

Module 5: Fundamentals of unified routing in Customer Service

Module 6: Developing and overseeing entitlements

Module 7: Managing Service Level Agreements (SLAs)

Module 8: Establishing knowledge management frameworks

Module 9: Utilizing knowledge articles for case resolution

Module 10: Initiating survey projects with Customer Voice

Module 11: Crafting customer surveys using Customer Voice

Module 12: Distributing Customer Voice surveys

Module 13: Automating survey processes with Power Automate

Module 14: Setting up service scheduling configurations

Module 15: Coordinating services via Customer Service Scheduling

Module 16: Enhancing agent efficiency with Customer Service Workspace

Module 17: Personalizing agent interactions using Agent Experience Profiles

Module 18: Exploring Omnichannel for Customer Service

Module 19: Allocating work streams through unified routing

Module 20: Integrating SMS channels into Omnichannel

Module 21: Implementing chat widgets via Omnichannel

Module 22: Developing intelligent assistance features in Omnichannel

Module 23: Getting started with Customer Service Insights

Module 24: Generating visual representations of Customer Service data

Module 25: Foundations of Connected Customer Service and Azure IoT

Module 26: Enrolling and overseeing devices in Connected Customer Service

Module 27: Developing bespoke applications for Customer Service

Module 28: Merging Copilot Studio with Omnichannel for Customer Service

Wrap-up and Future Directions

Requirements

  • A solid grasp of fundamental CRM principles.
  • Practical experience with customer support or service-oriented workflows.
  • Acquaintance with Microsoft 365 or Dynamics 365 platforms.

Target Audience

  • Customer service specialists and team supervisors.
  • CRM administrators and Dynamics 365 consultants.
  • IT specialists overseeing customer support infrastructure.

Number of participants


Price per participant

Testimonials (1)

Upcoming Courses

Related Categories