Course Outline
Module 1: Overview of Dynamics 365 Customer Service
Module 2: Managing cases through the Customer Service Hub
Module 3: Overseeing case workloads via queues
Module 4: Automation of record creation and updates
Module 5: Foundations of unified routing in Customer Service
Module 6: Establishing and overseeing entitlements
Module 7: Managing Service Level Agreements (SLAs)
Module 8: Developing knowledge management strategies
Module 9: Utilizing knowledge articles to resolve cases
Module 10: Establishing survey projects with Customer Voice
Module 11: Designing customer surveys using Customer Voice
Module 12: Distributing Customer Voice surveys
Module 13: Automating survey processes with Power Automate
Module 14: Setting up service scheduling
Module 15: Arranging service appointments with Customer Service Scheduling
Module 16: Enhancing agent efficiency with Customer Service Workspace
Module 17: Personalizing 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: Integrating SMS channels within Omnichannel
Module 21: Implementing chat widgets through Omnichannel
Module 22: Developing intelligent assistance features in Omnichannel
Module 23: Introduction to Customer Service Insights
Module 24: Developing visualizations for Customer Service data
Module 25: Overview of Connected Customer Service and Azure IoT
Module 26: Device registration and management with Connected Customer Service
Module 27: Developing custom applications for Customer Service
Module 28: Integrating Copilot Studio with Omnichannel for Customer Service
Conclusion and Future Steps
Requirements
- A foundational grasp of basic CRM concepts
- Practical experience with customer support or service workflows
- Acquaintance with Microsoft 365 or Dynamics 365 environments
Target Audience
- Customer service specialists and team supervisors
- CRM administrators and Dynamics 365 consultants
- IT professionals tasked with customer support solutions