Course Outline
Foundations of Dynamics 365 Customer Service
Case management via the Customer Service Hub
Managing case workloads through queues
Automating the creation and updating of records
Overview of unified routing in Customer Service
Developing and managing entitlements
Managing Service Level Agreements (SLAs)
Developing knowledge management solutions
Utilising knowledge articles to resolve cases
Establishing survey projects with Customer Voice
Designing customer surveys using Customer Voice
Distributing Customer Voice surveys
Automating surveys with Power Automate
Setting up service scheduling
Scheduling services via Customer Service Scheduling
Enhancing agent productivity with Customer Service Workspace
Tailoring agent experiences using Agent Experience Profiles
Overview of Omnichannel for Customer Service
Routing and distributing work via unified routing
Implementing SMS channels within Omnichannel
Deploying chat widgets using Omnichannel
Creating intelligent assistance solutions in Omnichannel
Introduction to Customer Service Insights
Generating visualisations for Customer Service data
Overview of Connected Customer Service and Azure IoT
Registering and managing devices with Connected Customer Service
Developing custom apps for Customer Service
Integrating Copilot Studio with Omnichannel for Customer Service
Requirements
- A solid grasp of fundamental CRM concepts
- Practical experience with customer support or service processes
- Familiarity with Microsoft 365 or Dynamics 365 environments
Target Audience
- Customer service professionals and team leads
- CRM administrators and Dynamics 365 consultants
- IT specialists responsible for customer support solutions