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
Testimonials (1)
The practice and trainer knowledge