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
- 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