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Course Outline

Module 1: Overview of Dynamics 365 Customer Service

Module 2: Managing cases via the Customer Service Hub

Module 3: Organizing case workloads with queues

Module 4: Streamlining record creation and updates through automation

Module 5: Understanding unified routing within Customer Service

Module 6: Establishing and managing customer entitlements

Module 7: Implementing Service Level Agreements (SLAs)

Module 8: Developing knowledge management frameworks

Module 9: Leveraging knowledge articles for case resolution

Module 10: Initiating survey projects with Customer Voice

Module 11: Structuring customer surveys via Customer Voice

Module 12: Distributing Customer Voice surveys

Module 13: Automating survey workflows using Power Automate

Module 14: Setting up service scheduling parameters

Module 15: Coordinating service appointments with Customer Service Scheduling

Module 16: Enhancing agent efficiency using Customer Service Workspace

Module 17: Personalizing agent workflows with Agent Experience Profiles

Module 18: Overview of Omnichannel for Customer Service

Module 19: Distributing and routing work via unified routing

Module 20: Enabling SMS channels within Omnichannel

Module 21: Integrating chat widgets through Omnichannel

Module 22: Creating intelligent assistance features in Omnichannel

Module 23: Introduction to Customer Service Insights

Module 24: Designing data visualizations for Customer Service metrics

Module 25: Exploring Connected Customer Service and Azure IoT

Module 26: Onboarding and managing devices in Connected Customer Service

Module 27: Developing custom applications for Customer Service

Module 28: Linking Copilot Studio with Omnichannel for Customer Service

Conclusion and Recommended Next Steps

Requirements

  • A foundational grasp of core CRM principles
  • Practical experience with customer support or service workflows
  • Working knowledge of Microsoft 365 or Dynamics 365 ecosystems

Target Audience

  • Customer service specialists and team leaders
  • CRM administrators and Dynamics 365 consultants
  • IT professionals managing customer support infrastructure
 35 Hours

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