Course Outline
Module 1: Overview of Dynamics 365 Customer Service
Module 2: Case management within the Customer Service Hub
Module 3: Overseeing case workloads through queues
Module 4: Automating record generation and modifications
Module 5: Fundamentals of unified routing in Customer Service
Module 6: Developing and administering entitlements
Module 7: Managing Service Level Agreements (SLAs)
Module 8: Building knowledge management frameworks
Module 9: Leveraging knowledge articles for case resolution
Module 10: Initiating survey projects with Customer Voice
Module 11: Structuring customer surveys using Customer Voice
Module 12: Distribution of Customer Voice surveys
Module 13: Survey automation via Power Automate
Module 14: Setting up service scheduling
Module 15: Managing schedules with Customer Service Scheduling
Module 16: Enhancing agent efficiency through Customer Service Workspace
Module 17: Tailoring agent workflows with Agent Experience Profiles
Module 18: Overview of Omnichannel for Customer Service
Module 19: Work distribution and routing via unified routing
Module 20: SMS channel integration in Omnichannel
Module 21: Implementing chat widgets with Omnichannel
Module 22: Developing intelligent assistance features in Omnichannel
Module 23: Overview of Customer Service Insights
Module 24: Data visualization for Customer Service metrics
Module 25: Overview of Connected Customer Service and Azure IoT
Module 26: Device registration and management in Connected Customer Service
Module 27: Development of custom applications for Customer Service
Module 28: Copilot Studio integration with Omnichannel for Customer Service
Conclusion and Future Directions
Requirements
- A solid grasp of fundamental CRM principles
- Practical experience in customer support or service delivery processes
- Acquaintance with Microsoft 365 or Dynamics 365 environments
Target Audience
- Customer service experts and team leads
- CRM administrators and Dynamics 365 consultants
- IT specialists tasked with deploying customer support solutions
Testimonials (1)
The instructor's knowledge and their ability to convey it provide a sense of security.
Ramon Mejia - universidad de cuautitlan izcalli
Course - Microsoft Dynamics 365 Sales
Machine Translated