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 Duration 35 hours

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

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