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 Duration 14 hours

Course Outline

Introduction to Dynamics 365 Customer Service

  • Overview of the Dynamics 365 ecosystem
  • Introductory look at the Dynamics 365 Customer Service module

Setting Up Dynamics 365 Customer Service

  • Configuration of the service environment
  • Establishing users, roles, and access permissions
  • Personalization of the service dashboard

Managing Customer Interactions

  • Creation and administration of customer records
  • Monitoring customer communications
  • Utilization of the Customer Service Hub

Case Management

  • Initiating and overseeing case lifecycle
  • Allocation and routing of cases
  • Resolution and closure of cases

Knowledge Management

  • Authoring and maintaining knowledge articles
  • Leveraging the knowledge base for case resolution
  • Publishing and updating knowledge content

Service Level Agreements (SLAs) and Entitlements

  • Establishing SLAs
  • Administration of entitlements
  • Monitoring and enforcing service commitments

Data and Analytics

  • Utilization of dashboards and reports
  • Evaluation of customer service performance
  • Identification of trends and actionable insights

Integration and Customization

  • Integration with Microsoft Outlook and Teams
  • Customization of entities and fields
  • Expansion of functionality via Power Platform

Best Practices and Case Studies

  • Implementation of best practices in customer service management
  • Analysis of real-world case studies

Requirements

  • A foundational grasp of CRM concepts
  • Basic familiarity with customer service workflows

Target Audience

  • Customer service specialists
  • CRM administrators
  • Business analysts

Number of participants


Price per participant (excl. VAT)

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