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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