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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

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