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 Duration 35 hours

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

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