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 Duration 35 hours

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

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