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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

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