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