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 Duration 35 hours

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

Number of participants


Price per participant

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