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 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: Distributing case workloads through queues

Module 4: Streamlining record creation and updates via automation

Module 5: Understanding unified routing within Customer Service

Module 6: Establishing and overseeing entitlements

Module 7: Managing Service Level Agreements (SLAs)

Module 8: Developing knowledge management frameworks

Module 9: Utilizing knowledge articles for case resolution

Module 10: Setting up survey projects with Customer Voice

Module 11: Designing customer surveys using Customer Voice

Module 12: Distributing Customer Voice surveys

Module 13: Automating survey workflows with Power Automate

Module 14: Setting up service scheduling

Module 15: Booking services via Customer Service Scheduling

Module 16: Enhancing agent efficiency with Customer Service Workspace

Module 17: Tailoring agent workflows with Agent Experience Profiles

Module 18: Introduction to Omnichannel for Customer Service

Module 19: Distributing tasks using unified routing

Module 20: Integrating SMS channels via Omnichannel

Module 21: Deploying chat widgets through Omnichannel

Module 22: Developing intelligent assistance features in Omnichannel

Module 23: Getting started with Customer Service Insights

Module 24: Generating visual reports for Customer Service data

Module 25: Overview of Connected Customer Service and Azure IoT

Module 26: Enrolling and maintaining devices in Connected Customer Service

Module 27: Developing custom applications for Customer Service

Module 28: Connecting Copilot Studio with Omnichannel for Customer Service

Wrap-up and Future Directions

Requirements

  • Proficiency in foundational CRM principles.
  • Practical experience with customer service or support workflows.
  • Working knowledge of Microsoft 365 or the Dynamics 365 ecosystem.

Target Audience

  • Customer service specialists and team managers.
  • CRM administrators and Dynamics 365 consultants.
  • IT professionals overseeing support solution implementation.

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