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.
Testimonials (1)
The practice and trainer knowledge