Get in Touch
 Duration 14 hours

Course Outline

Introduction to Dynamics 365 Customer Service

  • Overview of the Dynamics 365 ecosystem
  • Introduction to the Dynamics 365 Customer Service module

Setting Up Dynamics 365 Customer Service

  • Configuring the service environment
  • Establishing users, roles, and permissions
  • Customizing the service dashboard

Managing Customer Interactions

  • Creating and maintaining customer records
  • Tracking customer communications
  • Leveraging the Customer Service Hub

Case Management

  • Initiating and managing cases
  • Assigning and routing cases appropriately
  • Resolving and closing cases

Knowledge Management

  • Authoring and managing knowledge articles
  • Utilizing the knowledge base to resolve cases
  • Publishing and maintaining knowledge content

Service Level Agreements (SLAs) and Entitlements

  • Configuring SLAs
  • Managing customer entitlements
  • Monitoring and enforcing service commitments

Data and Analytics

  • Interpreting dashboards and reports
  • Analyzing customer service performance metrics
  • Identifying key trends and insights

Integration and Customization

  • Integrating with Microsoft Outlook and Teams
  • Customizing entities and fields
  • Extending functionality using the Power Platform

Best Practices and Case Studies

  • Applying best practices in customer service management
  • Reviewing real-world case studies

Requirements

  • A foundational grasp of CRM concepts
  • Working knowledge of customer service processes

Audience

  • Customer service professionals
  • CRM administrators
  • Business analysts

Testimonials (1)

Related Categories