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 Duration 35 hours

Course Outline

Module 1: Overview of Dynamics 365 Customer Service

Module 2: Case management within the Customer Service Hub

Module 3: Administering case workloads via queues

Module 4: Automating the creation and updating of records

Module 5: Getting started with unified routing in Customer Service

Module 6: Establishing and overseeing entitlements

Module 7: Managing Service Level Agreements (SLAs)

Module 8: Developing knowledge management strategies

Module 9: Leveraging knowledge articles to resolve cases

Module 10: Setting up survey projects with Customer Voice

Module 11: Designing customer surveys using Customer Voice

Module 12: Distributing Customer Voice surveys

Module 13: Streamlining survey processes with Power Automate

Module 14: Setting up service scheduling

Module 15: Managing service appointments with Customer Service Scheduling

Module 16: Enhancing agent efficiency via Customer Service Workspace

Module 17: Tailoring agent workflows with Agent Experience Profiles

Module 18: Introduction to Omnichannel for Customer Service

Module 19: Distributing and routing tasks through unified routing

Module 20: Integrating SMS channels within Omnichannel

Module 21: Deploying chat widgets via Omnichannel

Module 22: Developing intelligent assistance features in Omnichannel

Module 23: Getting to know Customer Service Insights

Module 24: Generating visual reports for Customer Service data

Module 25: Overview of Connected Customer Service and Azure IoT

Module 26: Enrolling and administering devices in Connected Customer Service

Module 27: Developing custom applications for Customer Service

Module 28: Connecting Copilot Studio with Omnichannel for Customer Service

Wrap-up and Next Steps

Requirements

  • A solid grasp of fundamental CRM principles
  • Practical experience with customer support or service workflows
  • Familiarity with Microsoft 365 or Dynamics 365 environments

Target Audience

  • Customer service specialists and team leaders
  • CRM administrators and Dynamics 365 consultants
  • IT professionals tasked with managing customer support solutions

Number of participants


Price per participant

Provisional Upcoming Courses (Require 5+ participants)

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