Worldwide LocationsMicrosoft Dynamics 365 for Customer Service
This course provides students with a detailed hands-on experience of the Customer Service Hub and associated features.
GK# 6731
This course provides students with a detailed hands-on experience of the Customer Service Hub and associated features.
GK# 6731
Attendees of this course will gain an in-depth understanding of the Service Case Management Process in Dynamics 365, including learning how to track and resolve customer requests with Case records, collaborate on issues using Queues, use Service Level Agreements (SLA) to manage service entitlements and utilize the Knowledge Base to resolve customer issues faster.
Customer Service Insights, Service Data Analysis, AI features, Service Reports, Charts and Dashboards are also presented.
This course has been updated to the October 2020 Release Wave 2 of Microsoft Dynamics 365 and the Power Platform.
For further information about this course and complimenting Dynamics 365 and Power Platform courses please contact us at www.dynamics365courses.com.
After completing this course, students will be able to:
Module 1: Introduction
This module provides the attendee with an introduction to the concept of Customer Service the Microsoft Dynamics 365.
Lessons
Further Reading and Resources
Module 2: Case Management
This module presents the Service Case Management Process in Microsoft Dynamics 365. We also examine the various stages a Case record can go through during its lifespan, and how Service Level Agreements can be used with Cases to define and track Service Entitlements.
Lessons
Module 3: Working with Queues
This module presents the concepts of Service Queues in Microsoft Dynamics 365. We examine common Service scenarios where Queues can be useful, and step through the process to create and manage Queues. We also look at how Workflow and Routing Rules can automate Case assignment using Queues.
Lessons
Module 4: The Customer Service Hub
This module presents how CSR’s and Service Managers can benefit from the features provided by the Customer Service Hub. We look at the rich controls and dynamic streams of information presented by this alternative interface to Microsoft Dynamics 365. Finally, we look at the alternative approaches to Case management, Knowledge Articles and tracking Service information.
Lessons
Module 5: Service Insights and Analysis
This module looks at the different methods available to analyse service information that is stored in Microsoft Dynamics 365. We look at the out of the box Service Reports, Charts and Dashboards. This module also demonstrates the Chart and Dashboard designer. Finally, the Customer Service Insights App is presented to showcase the Artificial Intelligence features in Dynamics 365.
Lessons
Module 1: Introduction
Lab 1: Exploring Customer Service Features
Module 2: Case Management
Lab 1: Working with Cases
Lab 2: Service Level Agreements and Cases
Module 3: Working with Queues
Lab 1: Create a Case Routing Queue
Module 4: The Customer Service Hub
Lab 1: Using the Customer Service Hub
Module 5: Service Insights and Analysis
Lab 1: Explore the Service Reports
Lab 2: Explore the Service Charts and Dashboards
Lab 3: Explore Customer Service Insights
Before attending this course, students must have:
This course is intended for Customer Service Representatives (CSR), Service Managers and end-users who have an interest in the Service components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.
Complete your Dynamics 365 training with our Sales and Customization and Configuration modules. Attend all 5 days in the same week.
This course is available in the following formats:
Receive face-to-face instruction at one of our training center locations.
Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.
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