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 Duration 35 hours

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

Number of participants


Price per participant

Provisional Upcoming Courses (Require 5+ participants)

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