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 Duration 14 hours

Course Outline

Foundations of Dynamics 365 Customer Service

  • An overview of the Dynamics 365 ecosystem
  • Introduction to the specific Customer Service module

Implementation and Setup

  • Configuring the service infrastructure
  • Establishing user accounts, roles, and access permissions
  • Tailoring the service dashboard for usability

Handling Customer Engagements

  • Creating and maintaining accurate customer profiles
  • Tracking multi-channel customer communications
  • Utilizing the Customer Service Hub effectively

Case Lifecycle Management

  • Initiating and monitoring support cases
  • Assigning and routing tickets to the right teams
  • Finalizing and closing resolved cases

Knowledge Base Administration

  • Authoring and curating knowledge articles
  • Leveraging the knowledge base to accelerate case resolution
  • Publishing and updating knowledge content

SLAs and Customer Entitlements

  • Defining and setting up Service Level Agreements
  • Managing customer entitlements and tiers
  • Monitoring compliance with service commitments

Data Insights and Reporting

  • Interpreting dashboards and detailed reports
  • Evaluating overall customer service performance
  • Identifying key trends and actionable insights

Integration and Advanced Customization

  • Connecting with Microsoft Outlook and Teams
  • Customizing data entities and fields
  • Expanding capabilities through the Power Platform

Best Practices and Real-World Applications

  • Adopting proven strategies for customer service management
  • Analyzing practical case studies for industry context

Requirements

  • A foundational grasp of CRM concepts
  • Experience with standard customer service workflows

Target Audience

  • Customer service specialists
  • CRM system administrators
  • Business analysts

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