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Duration 14 hours
Course Outline
Introduction to Dynamics 365 Customer Service
- Broad overview of the Dynamics 365 ecosystem
- Initial exploration of the Dynamics 365 Customer Service module
Configuring Dynamics 365 Customer Service
- Tailoring the service environment settings
- Defining users, roles, and access permissions
- Personalizing the service dashboard for better visibility
Overseeing Customer Interactions
- Establishing and maintaining customer profiles
- Monitoring communication channels with customers
- Maximizing the utility of the Customer Service Hub
Case Lifecycle Management
- Initiating and tracking support cases
- Distributing and directing cases to appropriate teams
- Closing out resolved cases efficiently
Knowledge Base Administration
- Authoring and curating knowledge articles
- Utilizing the knowledge base to accelerate case resolution
- Managing the publication and upkeep of support content
Service Level Agreements (SLAs) and Entitlements
- Defining and implementing SLA parameters
- Administering customer entitlements
- Monitoring adherence to service commitments
Data Insights and Analytics
- Leveraging dashboards and reports for decision-making
- Evaluating overall customer service performance
- Extracting trends and actionable insights from data
Integration and Customization Strategies
- Synchronizing with Microsoft Outlook and Teams
- Modifying entities and field configurations
- Expanding capabilities through the Power Platform
Best Practices and Real-World Scenarios
- Adopting industry best practices for service management
- Analyzing real-world case studies for practical application
Requirements
- A foundational understanding of CRM principles
- General familiarity with customer service workflows
Target Audience
- Customer service specialists
- CRM administrators
- Business analysts
Testimonials (1)
The practice and trainer knowledge