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
Testimonials (1)
The practice and trainer knowledge