Get in Touch
 Duration 35 hours

Course Outline

Module 1: Overview of Dynamics 365 Customer Service

Module 2: Handling case management via the Customer Service Hub

Module 3: Overseeing case workloads through queues

Module 4: Streamlining record creation and updates

Module 5: Getting acquainted with unified routing in Customer Service

Module 6: Defining and managing entitlements

Module 7: Leveraging Service Level Agreements (SLAs)

Module 8: Developing knowledge management strategies

Module 9: Utilizing knowledge articles to close cases

Module 10: Establishing survey projects with Customer Voice

Module 11: Structuring customer surveys using Customer Voice

Module 12: Distributing Customer Voice surveys

Module 13: Automating survey processes via Power Automate

Module 14: Setting up service scheduling

Module 15: Planning services through Customer Service Scheduling

Module 16: Enhancing agent efficiency with Customer Service Workspace

Module 17: Personalizing agent workflows using Agent Experience Profiles

Module 18: Introduction to Omnichannel for Customer Service

Module 19: Managing work distribution via unified routing

Module 20: Integrating SMS channels within Omnichannel

Module 21: Rolling out chat widgets through Omnichannel

Module 22: Constructing intelligent assistance solutions in Omnichannel

Module 23: Overview of Customer Service Insights

Module 24: Developing visual representations of Customer Service data

Module 25: Introduction to Connected Customer Service and Azure IoT

Module 26: Onboarding and controlling devices via Connected Customer Service

Module 27: Developing bespoke applications for Customer Service

Module 28: Connecting Copilot Studio with Omnichannel for Customer Service

Wrap-up and Future Pathways

Requirements

  • A solid grasp of fundamental CRM principles
  • Hands-on experience with customer support or service workflows
  • Proficiency with Microsoft 365 or Dynamics 365 environments

Target Audience

  • Customer service specialists and team leads
  • CRM administrators and Dynamics 365 consultants
  • IT professionals tasked with managing customer support solutions

Number of participants


Price per participant

Upcoming Courses

Related Categories