Course Outline
Module 1: Overview of Dynamics 365 Customer Service
Module 2: Handling case management via the Customer Service Hub
Module 3: Overseeing case workloads through queues
Module 4: Automating the creation and updating of records
Module 5: Getting started with unified routing in Customer Service
Module 6: Developing and managing entitlements
Module 7: Managing Service Level Agreements (SLAs)
Module 8: Building knowledge management frameworks
Module 9: Utilizing knowledge articles for case resolution
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: Automating survey processes with Power Automate
Module 14: Setting up service scheduling
Module 15: Managing service schedules via Customer Service Scheduling
Module 16: Enhancing agent productivity using Customer Service Workspace
Module 17: Tailoring agent experiences with Agent Experience Profiles
Module 18: Overview of Omnichannel for Customer Service
Module 19: Work routing and distribution via unified routing
Module 20: Setting up SMS channels within Omnichannel
Module 21: Implementing chat widgets via Omnichannel
Module 22: Developing intelligent assistance features in Omnichannel
Module 23: Introduction to Customer Service Insights
Module 24: Developing data visualizations for Customer Service
Module 25: Overview of Connected Customer Service and Azure IoT
Module 26: Managing and registering devices with Connected Customer Service
Module 27: Developing custom applications for Customer Service
Module 28: Integrating Copilot Studio with Omnichannel for Customer Service
Summary and Next Steps
Requirements
- A solid grasp of fundamental CRM concepts
- Practical experience with customer support or service workflows
- Comfort with Microsoft 365 or Dynamics 365 environments
Target Audience
- Customer service experts and team leaders
- CRM administrators and Dynamics 365 consultants
- IT professionals overseeing customer support infrastructure