Dynamics 365 For Customer Engagement For Customer Service Training in Albany, NY

Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules:

Module 1: Get Started with Dynamics 365 Customer Service

• Introducing Dynamics 365 Customer Service
• Customer Service Core Components
• Understand the Modern Customer Journey

Module 2: Managing Cases with Dynamics 365 Customer Service Hub

• Case Management Overview
• Case Creation and Lifecycle
• Considerations for Case Creation Automation
• Exercise - Create and Resolve Cases
• Case Management Scenarios
• Case Management Dashboard Scenarios
• Case Management Work with Cases Scenarios
• Work with Status Reason Transitions
• Exercise - Manage Cases in Microsoft Dynamics 365

Module 3: Use Microsoft Dynamics 365 Customer Service Queues to Manage Case Workloads

• Introduction to Microsoft Dynamics 365 Queues
• Configure Tables for Queues
• Create a Microsoft Dynamics 365 Queue
• Work with Queues
• Exercise - Use Queues to Manage Case Workloads
• Routing Rule Sets
• Exercise - Use Routing Rules to Assign Cases to Specific Queues

Module 4: Create or Update Records Automatically in Customer Service Hub

• Introduction
• Set Up Rules to Create or Update Records Automatically
• Configure Rules for Creating or Updating Records Automatically
• Map Records Manually with Power Automate
• Complete and Activate your Rule
• Use the Activity Monitor to Review and Track Rules

Module 5: Get Started with Unified Routing for Dynamics 365 Customer Service

• Introduction
• Route Cases by Using Basic Routing Rule Sets
• Set Up Unified Routing
• Create and Manage Users
• Create and Manage Queues for Unified Routing
• Set Up Workstreams for Record Routing

Module 6: Create and Manage Entitlements in Dynamics 365 Customer Service

• Overview of Entitlements
• Create Entitlement Records
• Work with Entitlement Channels
• Other Considerations
• Exercise - Manage Support Contracts by Using Entitlements
• Define Entitlement Templates

Module 7: Create Knowledge Management Solutions in Dynamics 365 Customer Service

• Knowledge Management Overview
• Create and Define Knowledge Articles
• Knowledge Article Lifecycle
• Manage Knowledge Article Versions, Categories, and Translations
• Knowledge Article Publication
• Exercise - Create and Maintain Knowledge Articles

Module 8: Use Knowledge Articles to Resolve Dynamics 365 Customer Service Cases

• Knowledge Article and Case Resolution Overview
• Enable and Configure Entities for Knowledge Search
• Configure Article Search and Display Options
• Search for Knowledge Articles
• Exercise - Resolve Microsoft Dynamics 365 Cases by Using Knowledge Articles
• Article Analytics

Module 9: Create a Survey Project with Dynamics 365 Customer Voice

• Introduction
• Dynamics 365 Customer Voice
• Projects in Dynamics 365 Customer Voice
• Create Your First Project
• Exercise - Create a Basic Project

Module 10: Create Customer Surveys with Dynamics 365 Customer Voice

• Introduction
• Survey Headers and Branding
• Add Branching Logic to Surveys
• Personalise a Survey with Variables
• Add Satisfaction Metrics to a Survey and Project
• Add Multiple Languages for your Surveys
• Exercise - Create a Basic Survey

Module 11: Send Dynamics 365 Customer Voice Surveys

• Introduction
• Create and Personalise Email Templates
• Translate Email Templates into Other Languages
• Email a Survey
• Upload CSV Files
• Use Links and QR Codes
• Analyse Survey Reports
• Exercise - Create an Email Template

Module 12: Automate Dynamics 365 Customer Voice Surveys with Power Automate

• Introduction
• Send a Survey with Power Automate
• Create an Invitation
• Expand Variables to Further Customise Surveys
• Use the Locale Variable for Multilingual Surveys
• Use Variables for Follow-Up Actions
• Exercise – Create a Survey Invitation

Module 13: Set up Customer Service Scheduling

• Introduction
• Set Up Service Scheduling
• Define Resources

Module 14: Schedule Services with Customer Service Scheduling

• Introduction
• Set Up Fulfillment Preferences
• Create Service Activities
• Schedule Service Activities

Module 15: Enhance Agent Productivity with Customer Services Workspace

• Introduction
• Explore the Customer Service Workspace User Interface
• View and Edit Records
• Work with Case Records
• Use the Productivity Pane in Customer Service Workspace

Module 16: Create Custom Experiences for Agents with Agent Experience Profiles in Customer Service

• Introduction
• Create and Use Agent Experience Profiles to Manage Apps
• Application Tab Templates
• Session Templates
• Manage Notification Settings and Templates
• Use Templates in Workstreams

Module 17: Getting Started with Omnichannel for Customer Service

• Introduction to Omnichannel for Customer Service
• Use the Agent Interface
• Manage Sessions and Work with Applications
• Work with Conversations
• Work with Customer Information
• Helping an Agent's Productivity
• Helping an Agent's Productivity

Module 18: Route and Distribute Work with Unified Routing in Dynamics 365 Customer Service

• Introduction
• Set Up Work Classification
• Route Items to Queues
• Set Up Work Assignments in Queues
• Get Started with Intelligent Routing
• Diagnostics

Module 19: Deploy an SMS Channel in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Configure Phone Numbers and Messaging Accounts
• Configure SMS Workstream
• Configure SMS Workstream Options
• Route SMS Conversations
• Configure Additional Settings

Module 20: Deploy Chat Widgets with Omnichannel for Dynamics 365 Customer Service

• Introduction to Chat Channels
• Set Up a Workstream for Chat
• Create a Chat Channel
• Allow Chat Transcripts and File Downloads
• Work with Prechat and Post-Chat Surveys
• Embed a Chat Widget in a Portal
• Use Proactive Chat

Module 21: Create Smart Assist Solutions in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Work with Microsoft Adaptive Cards
• Build a Smart Assist Bot
• Integrate a Smart Assist Bot with Omnichannel for Customer Service

Module 22: Get Started with Customer Service Insights

• Introduction to Customer Service Insights
• Configure Customer Service Insights
• Use Customer Service Analytics Dashboards in Power BI
• Discover Customer Service Insights Dashboards
• Discover Knowledge Search Analytics

Module 23: Create Visualisations for Dynamics 365 Customer Service

• Introduction
• Create and Use Charts
• Create Dashboards for Customer Service
• Use Power BI to View Customer Service Data

Module 24: Get Started with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Choose a Deployment Type
• Install Connected Customer Service
• Customer Assets and Iot Alerts

Module 25: Register and Manage Devices with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Generate Alerts from Iot Devices
• Device Management and Interaction
• Create and Send Commands to Iot Devices

Module 26: Create Custom Apps for Dynamics 365 Customer Service

• Introduction
• Create Power Apps for Dynamics 365 Customer Service
• Deploy a Self-Service Portal for Customer Service
• Customise Case Management

Module 27: Integrate a Power Virtual Agents bot with Omnichannel for Customer Service

• Introduction
• Create an Azure Active Directory application
• Configure the Power Virtual Agents bot
• Configure Omnichannel for Customer Service