Course Outline
Introduction to Dynamics 365 Customer Service
Case management with the Customer Service Hub
Managing case workloads using queues
Automating record creation and updates
Introduction to unified routing in Customer Service
Creating and managing entitlements
Working with Service Level Agreements (SLAs)
Creating knowledge management solutions
Using knowledge articles to resolve cases
Creating survey projects with Customer Voice
Designing customer surveys with Customer Voice
Sending Customer Voice surveys
Automating surveys using Power Automate
Configuring service scheduling
Scheduling services with Customer Service Scheduling
Boosting agent productivity with Customer Service Workspace
Customizing agent experiences with Agent Experience Profiles
Introduction to Omnichannel for Customer Service
Routing and distributing work with unified routing
Implementing SMS channels in Omnichannel
Deploying chat widgets using Omnichannel
Building intelligent assistance solutions in Omnichannel
Introduction to Customer Service Insights
Creating visualizations for Customer Service data
Introduction to Connected Customer Service and Azure IoT
Registering and managing devices with Connected Customer Service
Building custom apps for Customer Service
Integrating Copilot Studio with Omnichannel for Customer Service
Requirements
- An understanding of basic CRM concepts
- Experience with customer support or service processes
- Familiarity with Microsoft 365 or Dynamics 365 environments
Audience
- Customer service professionals and team leaders
- CRM administrators and Dynamics 365 consultants
- IT professionals responsible for customer support solutions