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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

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