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 Duration 35 hours

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

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