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.