Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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