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 Duration 35 hours

Course Outline

Module 1: Overview of Dynamics 365 Customer Service

Module 2: Case management via the Customer Service Hub

Module 3: Optimising case workloads through queues

Module 4: Streamlining record creation and updates via automation

Module 5: Fundamentals of unified routing in Customer Service

Module 6: Establishment and management of entitlements

Module 7: Managing Service Level Agreements (SLAs)

Module 8: Development of knowledge management frameworks

Module 9: Utilising knowledge articles for case resolution

Module 10: Initiating survey projects with Customer Voice

Module 11: Structuring customer surveys via Customer Voice

Module 12: Distribution of Customer Voice surveys

Module 13: Survey automation leveraging Power Automate

Module 14: Setting up service scheduling

Module 15: Appointment management with Customer Service Scheduling

Module 16: Enhancing agent efficiency with Customer Service Workspace

Module 17: Personalising agent workflows with Agent Experience Profiles

Module 18: Core concepts of Omnichannel for Customer Service

Module 19: Work distribution and routing using unified routing

Module 20: Integration of SMS channels within Omnichannel

Module 21: Installation of chat widgets via Omnichannel

Module 22: Implementation of intelligent assistance in Omnichannel

Module 23: Introduction to Customer Service Insights

Module 24: Generating visual analytics for Customer Service data

Module 25: Overview of Connected Customer Service and Azure IoT

Module 26: Device registration and administration in Connected Customer Service

Module 27: Development of custom applications for Customer Service

Module 28: Integration of Copilot Studio with Omnichannel for Customer Service

Conclusions and Future Directions

Requirements

  • A foundational grasp of core CRM principles
  • Practical experience with customer support or service delivery processes
  • Proficiency with Microsoft 365 or Dynamics 365 environments

Audience

  • Customer service specialists and team leaders
  • CRM administrators and Dynamics 365 consultants
  • IT professionals accountable for customer support infrastructure

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