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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
 35 Hours

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