Course Outline

Introduction to Dynamics 365 Customer Service

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

Setting Up Dynamics 365 Customer Service

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

Managing Customer Interactions

  • Creating and managing customer records
  • Tracking customer communications
  • Utilizing the Customer Service Hub

Case Management

  • Creating and managing cases
  • Assigning and routing cases
  • Resolving and closing cases

Knowledge Management

  • Creating and managing knowledge articles
  • Using the knowledge base for case resolution
  • Publishing and maintaining knowledge content

Service Level Agreements (SLAs) and Entitlements

  • Setting up SLAs
  • Managing entitlements
  • Tracking and enforcing service commitments

Data and Analytics

  • Using dashboards and reports
  • Analyzing customer service performance
  • Identifying trends and insights

Integration and Customization

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

Best Practices and Case Studies

  • Implementing best practices for customer service management
  • Reviewing real-world case studies

Summary and Next Steps

Requirements

  • Basic understanding of CRM concepts
  • Familiarity with customer service processes

Audience

  • Customer service professionals
  • CRM administrators
  • Business analysts
 14 Hours

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