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 Duration 35 hours

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

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