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Microsoft Dynamics 365 for Customer Service
Course Description
Overview
This course has been updated to the October 2020 Release Wave 2 of Microsoft Dynamics 365 and the Power Platform.This course provides students with a detailed hands-on experience of the Customer Service Hub and associated features.
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.
Objectives
- Navigate and explore the Customer Service Hub in Dynamics 365
- Understand the features and tools that exist in Microsoft Dynamics 365 for CSR’s and Service Managers
- Be familiar with the stages of the Service Case Management Process in Microsoft Dynamics 365
- Understand the fundamentals of Case Management. Be able to track, manage and resolve customer service requests using Case records in Microsoft Dynamics 365
- Know how to assign, resolve, reactivate, cancel and delete Case records
- Understand the significance of Service Level Agreements and how to create a Customer Schedule and apply SLA’s to Customer and Case records through Entitlements
- How to setup and configure Queues and use Queue’s to collaborate on Cases with other CSR’s and Teams.
- How to implement a Case Routing Rules, and utilize Queue Items in Processes
- Understand the process to create and manage Knowledge Articles in the Knowledge Base
- Be familiar with the Knowledge Base approval process
- How to search the Knowledge Base and relate Knowledge Articles to Case records
- Effectively interact with the Customer Service Hub Interactive Filters, Visualizations and Dashboards
- Perform Case Management in the Customer Service Hub
- Explore the Service Reports in Microsoft Dynamics 365
- Explore the Service Charts and Dashboards and create a custom Service Dashboard in Microsoft Dynamics 365
- Configure Customer Service Insights and understand the Artificial Intelligence features for Customer Service in Dynamics 365
Prerequisites
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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’.
Topics
- Examine common Customer Service Scenarios
- An Introduction to Service in Dynamics 365
- The Dynamics 365 Platform
- Dynamics 365 Service Fundamentals
- Security Considerations
- Where to get Help
- Further Reading and Resources
- Explore the Service features in Dynamics 365
- The Case Management Process
- Working with Case Records
- Working with the Case Form
- Case Assignment and Routing
- Cases and Activities
- Resolving Cases
- Reactivating, Cancelling and Deleting Cases
- Service Level Agreements
- Create a Case record
- Assign a Case record
- Resolve a Case record
- Reactivate a Case record
- Cancel a Case record
- Crate a Customer Schedule for the SLA
- Create a new Service Level Agreement
- Activate a Service Level Agreement
- Create an Entitlement
- Relate a Case to a Service Level Agreement
- Introduction to Service Queues
- Common Service Queue Scenarios
- Creating and Managing Queues
- Working with Queue Items
- Case Routing Rules
- Processes and Queues
- Creating Queues
- Create a Case Routing Rule
- Route a Case to a Queue
- Working with Queues and Queue Items
- Introduction the Customer Service Hub
- The Tier 1 Dashboard
- The Tier 2 Dashboard
- The My Knowledge Dashboard
- The Knowledge Manager Dashboard
- Working with Cases in the Hub
- Working with Knowledge Articles in the Hub
- Working with Visualizations and Filters in the Hub
- Explore the Customer Service Hub
- Manage Streams in the Customer Service Hub
- Resolve a Case in the Customer Service Hub
- Create a KB Article in the Customer Service Hub
- Manage KB Articles in the Customer Service Hub
- Relating a Case to an Customer Service Hub KB Article
- Introduction to Service Analysis in Dynamics 365
- The Service Reports
- Working with Service Charts
- Working with Service Dashboards
- Working with Service Goals and Metrics
- Exploring the Case Summary Table Report
- Exploring the Neglected Cases Report
- Explore the Case Charts
- Create a custom Service Chart
- Explore the Service Dashboards
- Create a custom Service Dashboard
- Configure Customer Service Insights
- Working with Customer Service Insights Dashboards
- Working with Customer Service Insights Dashboard Filters
- Working with Customer Service Insights Visualizations
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- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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