Course Outline
Overview of Dynamics 365 Customer Service
Managing cases via the Customer Service Hub
Overseeing case workloads through queues
Automating the creation and updating of records
Basics of unified routing in Customer Service
Establishing and managing entitlements
Utilizing Service Level Agreements (SLAs)
Developing knowledge management strategies
Applying knowledge articles for case resolution
Setting up survey projects using Customer Voice
Designing customer surveys with Customer Voice
Distributing Customer Voice surveys
Automating survey processes with Power Automate
Setting up service scheduling
Scheduling services via Customer Service Scheduling
Enhancing agent productivity through Customer Service Workspace
Tailoring agent experiences using Agent Experience Profiles
Overview of Omnichannel for Customer Service
Distributing and routing work via unified routing
Integrating SMS channels in Omnichannel
Implementing chat widgets using Omnichannel
Developing intelligent assistance solutions within Omnichannel
Overview of Customer Service Insights
Generating visualizations for Customer Service data
Introduction to Connected Customer Service and Azure IoT
Registering and overseeing devices via Connected Customer Service
Developing custom applications for Customer Service
Connecting Copilot Studio with Omnichannel for Customer Service
Requirements
- A solid grasp of fundamental CRM principles
- Practical experience with customer support or service workflows
- Proficiency with Microsoft 365 or Dynamics 365 environments
Target Audience
- Customer service specialists and team leads
- CRM administrators and Dynamics 365 consultants
- IT professionals tasked with customer support solutions
Testimonials (1)
The practice and trainer knowledge