Course Outline
Overview of Dynamics 365 Customer Service
Managing cases via the Customer Service Hub
Handling case workloads through queues
Automating the creation and updating of records
Fundamentals of unified routing within Customer Service
Establishing and maintaining entitlements
Managing Service Level Agreements (SLAs)
Developing knowledge management frameworks
Utilizing knowledge articles to resolve cases
Establishing survey initiatives using Customer Voice
Structuring customer surveys with Customer Voice
Distributing Customer Voice surveys
Automating survey workflows with Power Automate
Setting up service scheduling
Booking services via Customer Service Scheduling
Enhancing agent efficiency with Customer Service Workspace
Tailoring agent interactions using Agent Experience Profiles
Overview of Omnichannel for Customer Service
Distributing and routing work via unified routing
Incorporating SMS channels into Omnichannel
Rolling out chat widgets through Omnichannel
Developing intelligent assistance features in Omnichannel
Overview of Customer Service Insights
Generating visual representations of Customer Service data
Introduction to Connected Customer Service and Azure IoT
Enrolling and overseeing devices with Connected Customer Service
Developing bespoke applications for Customer Service
Linking Copilot Studio with Omnichannel for Customer Service
Requirements
- A solid grasp of fundamental CRM principles
- Practical experience with customer support or service workflows
- Working familiarity with Microsoft 365 or Dynamics 365 environments
Target Audience
- Customer service experts and team leaders
- CRM administrators and Dynamics 365 consultants
- IT specialists managing customer support solutions