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