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 Duration 35 hours

Course Outline

Foundations of Dynamics 365 Customer Service

Handling case management via the Customer Service Hub

Overseeing case workloads through queues

Streamlining record creation and updates through automation

Understanding unified routing within Customer Service

Establishing and overseeing entitlements

Utilizing Service Level Agreements (SLAs)

Developing knowledge management frameworks

Leveraging knowledge articles for case resolution

Initiating survey projects with Customer Voice

Structuring customer surveys using Customer Voice

Distributing Customer Voice surveys

Streamlining survey processes via Power Automate

Setting up service scheduling parameters

Arranging service appointments with Customer Service Scheduling

Enhancing agent efficiency with Customer Service Workspace

Tailoring agent workflows using Agent Experience Profiles

Overview of Omnichannel for Customer Service

Distributing tasks via unified routing mechanisms

Integrating SMS channels within Omnichannel

Implementing chat widgets via Omnichannel

Developing intelligent assistance features in Omnichannel

Overview of Customer Service Insights

Generating data visualizations for Customer Service

Introduction to Connected Customer Service and Azure IoT

Onboarding and overseeing devices in Connected Customer Service

Developing bespoke applications for Customer Service

Merging Copilot Studio with Omnichannel for Customer Service

Requirements

  • Foundational knowledge of CRM principles
  • Practical experience in customer support or service workflows
  • Working familiarity with Microsoft 365 or Dynamics 365 ecosystems

Target Audience

  • Customer service experts and team supervisors
  • CRM administrators and Dynamics 365 consultants
  • IT specialists overseeing customer support infrastructure

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