Course Outline
Foundations of Dynamics 365 Customer Service
Managing cases through the Customer Service Hub
Distributing workloads via queues
Automating the creation and modification of records
Overview of unified routing in Customer Service
Establishing and managing entitlements
Implementing Service Level Agreements (SLAs)
Developing knowledge management frameworks
Utilizing knowledge articles to resolve cases
Initiating survey projects with Customer Voice
Designing customer surveys using Customer Voice
Dispatching Customer Voice surveys
Automating survey processes with Power Automate
Setting up service scheduling
Arranging services via Customer Service Scheduling
Enhancing agent efficiency with Customer Service Workspace
Tailoring agent workflows with Agent Experience Profiles
Introduction to Omnichannel for Customer Service
Allocating and distributing tasks using unified routing
Integrating SMS channels within Omnichannel
Deploying chat widgets through Omnichannel
Developing intelligent assistance solutions in Omnichannel
Overview of Customer Service Insights
Generating visualizations for Customer Service metrics
Introduction to Connected Customer Service and Azure IoT
Registering and overseeing devices with Connected Customer Service
Creating bespoke applications for Customer Service
Integrating Copilot Studio with Omnichannel for Customer Service
Requirements
- A solid grasp of fundamental CRM principles
- Practical experience with customer support or service management processes
- Familiarity with Microsoft 365 or Dynamics 365 environments
Audience Profile
- Customer service professionals and team leads
- CRM administrators and Dynamics 365 consultants
- IT specialists responsible for overseeing customer support infrastructure