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Duration 14 hours
Course Outline
Introduction to Dynamics 365 Customer Service
- Exploration of the Dynamics 365 ecosystem
- Overview of the Dynamics 365 Customer Service module
Configuring Dynamics 365 Customer Service
- Setup of the service environment
- Configuration of users, roles, and access permissions
- Tailoring of the service dashboard
Handling Customer Interactions
- Creation and maintenance of customer records
- Monitoring of customer communications
- Effective use of the Customer Service Hub
Case Management
- Initiation and oversight of service cases
- Routing and assignment of cases
- Resolution and closure of cases
Knowledge Management
- Development and curation of knowledge articles
- Leveraging the knowledge base for faster case resolution
- Publishing and upkeep of knowledge content
Service Level Agreements (SLAs) and Entitlements
- Establishment of SLA parameters
- Administration of customer entitlements
- Tracking and enforcement of service commitments
Data and Analytics
- Utilization of dashboards and reporting tools
- Evaluation of customer service performance metrics
- Identification of trends and actionable insights
Integration and Customization
- Integration with Microsoft Outlook and Teams
- Customization of data entities and fields
- Expansion of capabilities via the Power Platform
Best Practices and Case Studies
- Application of best practices in customer service management
- Analysis of real-world implementation case studies
Requirements
- Fundamental knowledge of CRM principles
- Basic familiarity with standard customer service workflows
Target Audience
- Customer service specialists
- CRM system administrators
- Business analysts