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Duration 14 hours
Course Outline
Introduction to Dynamics 365 Customer Service
- Overview of the Dynamics 365 ecosystem
- Fundamentals of the Dynamics 365 Customer Service module
Setting Up Dynamics 365 Customer Service
- Configuration of the service environment
- Establishment of users, roles, and access permissions
- Customization of the service dashboard
Managing Customer Interactions
- Creation and maintenance of customer records
- Tracking of customer communications
- Leveraging the Customer Service Hub
Case Management
- Creation and lifecycle management of cases
- Assignment and intelligent routing of cases
- Resolution and closure of service cases
Knowledge Management
- Development and management of knowledge articles
- Utilizing the knowledge base to assist in case resolution
- Publishing and upkeep of knowledge content
Service Level Agreements (SLAs) and Entitlements
- Configuration of SLAs
- Management of customer entitlements
- Monitoring and enforcement of service commitments
Data and Analytics
- Utilization of dashboards and reporting tools
- Analysis of customer service performance metrics
- Identification of trends and actionable insights
Integration and Customization
- Integration with Microsoft Outlook and Teams
- Customization of entities and data fields
- Extension of capabilities through the Power Platform
Best Practices and Case Studies
- Application of best practices in customer service management
- Examination of real-world industry case studies
Requirements
- Fundamental understanding of CRM principles
- Basic familiarity with customer service workflows
Target Audience
- Customer service specialists
- CRM administrators
- Business analysts