Course Outline
Overview of Dynamics 365 Customer Service
Handling case management via the Customer Service Hub
Distributing case workloads through queues
Automating the creation and modification of records
Understanding unified routing in Customer Service
Establishing and maintaining entitlements
Applying Service Level Agreements (SLAs)
Developing knowledge management strategies
Leveraging knowledge articles for case resolution
Initiating survey projects using Customer Voice
Structuring customer surveys via Customer Voice
Distributing Customer Voice surveys
Automating survey processes with Power Automate
Setting up service scheduling configurations
Arranging services using Customer Service Scheduling
Enhancing agent efficiency with Customer Service Workspace
Tailoring agent interactions via Agent Experience Profiles
Overview of Omnichannel for Customer Service
Allocating work using unified routing
Integrating SMS channels within Omnichannel
Installing chat widgets via Omnichannel
Developing intelligent assistance features in Omnichannel
Fundamentals of Customer Service Insights
Generating visual representations of Customer Service data
Exploring Connected Customer Service and Azure IoT
Enrolling and overseeing devices in Connected Customer Service
Developing bespoke 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
- Working knowledge of Microsoft 365 or Dynamics 365 platforms
Target Audience
- Customer service specialists and team managers
- CRM administrators and Dynamics 365 consultants
- IT professionals overseeing customer support infrastructure