Microsoft Dynamics 365 for Customer Service People and Managers

This course provides Customer Service reps and managers with the necessary skill to work with the Service features of Dynamics 365, including insight into whats new in the April update.

Description

 

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.

The Customer Service Hub and Service Analysis features such as the Customer Service Insights, Service Reports, Service Charts and Dashboards are also presented in this course.

 

 

Course Outline

 

Module 1: Introduction and Whats New!

This module provides the attendee with an introduction to the concept of Customer Service the Microsoft Dynamics 365.

Lessons

  • Whats new the the April Update for Customer Service
  • 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

Lab 1: Service in Dynamics 365 Orientation

  • Explore the Service features in Dynamics 365 

 

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

  • 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

Lab 1: Working with Cases

  • Create a Case record
  • Assign a Case record
  • Resolve a Case record
  • Reactivate a Case record
  • Cancel a Case record

Lab 2: Service Level Agreements and Cases

  • 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

 

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

  • Introduction to Service Queues
  • Common Service Queue Scenarios
  • Creating and Managing Queues
  • Working with Queue Items
  • Case Routing Rules
  • Processes and Queues

Lab 1: Create a Case Routing Queue

  • Creating Queues
  • Create a Case Routing Rule
  • Route a Case to a Queue
  • Working with Queues and Queue Items

 

Module 5: 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

  • 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

Lab 1: Using the Customer Service 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

 

Module 6: 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

  • Introduction to Service Analysis in Dynamics 365
  • The Service Reports
  • Working with Service Charts
  • Working with Service Dashboards
  • Working with AI in Customer Service

Lab 1: Explore the Service Reports

  • Exploring the Case Summary Table Report
  • Exploring the Neglected Cases Report

Lab 2: Explore the Service Charts and Dashboards

  • Explore the Case Charts
  • Create a custom Service Chart
  • Explore the Service Dashboards
  • Create a custom Service Dashboard

Lab 3: Explore Customer Service Insights

  • Configure Customer Service Insights
  • Working with Customer Service Insights Dashboards
  • Working with Customer Service Insights Dashboard Filters
  • Working with Customer Service Insights Visualizations
  • Working with Customer Service Insights Topics 

 

Prerequisites

 

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’.