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 Duration 14 hours

Course Outline

Introduction to Dynamics 365 Customer Service

  • Brief overview of the Dynamics 365 ecosystem
  • Getting started with the Dynamics 365 Customer Service module

Configuring Dynamics 365 Customer Service

  • Setting up the service environment
  • Establishing user profiles, roles, and access permissions
  • Personalizing the service dashboard

Handling Customer Interactions

  • Generating and maintaining customer records
  • Monitoring customer communication channels
  • Working with the Customer Service Hub

Case Management

  • Initiating and administering cases
  • Distributing and directing case assignments
  • Finalizing and closing case records

Knowledge Management

  • Developing and curating knowledge articles
  • Leveraging the knowledge base for resolving cases
  • Releasing and updating knowledge content

Service Level Agreements (SLAs) and Entitlements

  • Defining SLA parameters
  • Oversight of entitlements
  • Monitoring and ensuring adherence to service commitments

Data and Analytics

  • Interpreting dashboards and reports
  • Evaluating customer service performance metrics
  • Uncovering trends and actionable insights

Integration and Customization

  • Connecting with Microsoft Outlook and Teams
  • Modifying entities and data fields
  • Expanding capabilities via the Power Platform

Best Practices and Case Studies

  • Applying best practices in customer service management
  • Analyzing practical, real-world scenarios

Requirements

  • A fundamental grasp of CRM principles
  • General knowledge of customer service workflows

Target Audience

  • Professionals in customer service roles
  • CRM system administrators
  • Business analysts

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