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