Course Outline
Module 1: Overview of Dynamics 365 Customer Service
Module 2: Handling cases within the Customer Service Hub
Module 3: Optimizing case workloads through queues
Module 4: Streamlining record creation and updates via automation
Module 5: Understanding unified routing within Customer Service
Module 6: Establishing and overseeing service entitlements
Module 7: Managing Service Level Agreements (SLAs)
Module 8: Developing effective knowledge management strategies
Module 9: Leveraging knowledge articles for case resolution
Module 10: Initiating survey projects with Customer Voice
Module 11: Crafting customer surveys using Customer Voice
Module 12: Distributing Customer Voice surveys
Module 13: Automating survey workflows with Power Automate
Module 14: Setting up service scheduling parameters
Module 15: Coordinating service appointments with Customer Service Scheduling
Module 16: Enhancing agent efficiency via Customer Service Workspace
Module 17: Tailoring agent interactions with Agent Experience Profiles
Module 18: Getting started with Omnichannel for Customer Service
Module 19: Allocating and managing work via unified routing
Module 20: Incorporating SMS channels within Omnichannel
Module 21: Implementing chat widgets using Omnichannel
Module 22: Developing intelligent assistance features in Omnichannel
Module 23: Overview of Customer Service Insights
Module 24: Designing data visualizations for Customer Service
Module 25: Exploring Connected Customer Service and Azure IoT
Module 26: Onboarding and controlling devices in Connected Customer Service
Module 27: Developing bespoke applications for Customer Service
Module 28: Combining Copilot Studio with Omnichannel for Customer Service
Summary and Future Directions
Requirements
- Foundational knowledge of CRM principles
- Practical experience with customer support or service workflows
- Competence with Microsoft 365 or Dynamics 365 platforms
Target Audience
- Customer service specialists and team leaders
- CRM administrators and Dynamics 365 consultants
- IT professionals managing customer support infrastructure