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 Duration 35 hours

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

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