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Learning Microsoft Dynamics for Customer Service

Learning Microsoft Dynamics for Customer Service

1h 33mBeginner2022-02-10

Authors

Dian Taylor

Dian Taylor

Microsoft Business Applications MVP, Dynamics 365 Presales Engineer

Course details

If you’re looking for a more effective way to manage your customer base, why not try Microsoft Dynamics 365 Customer Service? The Dynamics 365 Customer Service suite offers you a host of easy-to-use tools to improve collaboration with your customers, resolve key issues, and provide exceptional support to your customer base in a more meaningful, iterative way.

Join instructor Dian Taylor and discover the full benefits of the suite, from the basics of setup to data recording and analytics. Learn how to manage customer cases, including how to create, view, and edit cases, curate knowledge base articles, and integrate your work with other parts of Dynamics 365, such as Sales. Get tips on case management, service-level agreements and entitlements, queue administration, and related apps, as you prime your skill set to continually improve customer satisfaction, retention, and more.

Skills covered

DynamicsCRM SoftwareCustomer Service SkillsCustomer ServiceSalesPersonaBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Discover Dynamics 365 Customer Service
  • 02 - Understanding Dynamics 365 customization

1. Dynamics 365 Customer Service - The Basics

  • 03 - What is Dynamics 365 Customer Service
  • 04 - Navigating in Dynamics 365
  • 05 - Access and sorting records and views
  • 06 - Use quick create to create a new record
  • 07 - Build queries with Advanced Find
  • 08 - Work with search in Dynamics 365
  • 09 - End-user personalization options
  • 10 - Customer Service Hub vs. Customer Service workspace

2. Case Management

  • 11 - What is a case
  • 12 - Various ways cases can be created
  • 13 - Streamline processes with business process flows
  • 14 - Using the timeline to track activities and notes to a case

3. Service Level Agreements and Entitlements

  • 15 - Service level agreement administration
  • 16 - Using service level agreement with cases
  • 17 - Entitlements in case management

4. Knowledge Articles

  • 18 - Managing knowledge articles
  • 19 - Using knowledge articles with cases
  • 20 - Using knowledge search

5. Queue Management

  • 21 - Managing queues
  • 22 - Routing rules and assignment

6. Reporting and Analytics in Dynamics 365

  • 23 - Charts and dashboards
  • 24 - Interactive dashboards
  • 25 - Customer Service historical analytics
  • 26 - Excel templates

Conclusion

  • 27 - Learn more about Dynamics 365 Customer Service

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