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