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 Duration 35 hours

Course Outline

Module 1: Overview of Dynamics 365 Customer Service

Module 2: Handling cases via the Customer Service Hub

Module 3: Distributing case workloads through queues

Module 4: Automating the creation and updating of records

Module 5: Core concepts of unified routing in Customer Service

Module 6: Establishing and maintaining entitlements

Module 7: Applying Service Level Agreements (SLAs)

Module 8: Developing knowledge management frameworks

Module 9: Resolving cases using knowledge articles

Module 10: Initiating survey projects via Customer Voice

Module 11: Structuring customer surveys with Customer Voice

Module 12: Dispatching Customer Voice surveys

Module 13: Automating survey processes with Power Automate

Module 14: Setting up service scheduling

Module 15: Coordinating services through Customer Service Scheduling

Module 16: Enhancing agent efficiency with Customer Service Workspace

Module 17: Personalizing agent workflows via Agent Experience Profiles

Module 18: Overview of Omnichannel for Customer Service

Module 19: Allocating work using unified routing

Module 20: Incorporating SMS channels within Omnichannel

Module 21: Implementing chat widgets through Omnichannel

Module 22: Developing intelligent assistance capabilities in Omnichannel

Module 23: Getting started with Customer Service Insights

Module 24: Generating visual reports from Customer Service data

Module 25: Overview of Connected Customer Service and Azure IoT

Module 26: Onboarding and overseeing devices in Connected Customer Service

Module 27: Developing bespoke applications for Customer Service

Module 28: Linking Copilot Studio with Omnichannel for Customer Service

Wrap-up and Recommended Next Steps

Requirements

  • Familiarity with fundamental CRM principles
  • Background in customer support or service workflows
  • Comfort with Microsoft 365 or Dynamics 365 ecosystems

Target Audience

  • Customer service specialists and team leads
  • CRM administrators and Dynamics 365 consultants
  • IT staff managing customer support platforms

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