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 Duration 35 hours

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

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