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Microsoft

Work with Customer Service Insights

Microsoft via Microsoft Learn

Overview

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  • Module 1: Learn how Customer Service Insights can impact your organization.
  • In this module, you will:

    • Learn about Customer Service Insights and what it can provide for an organization.
    • Examine how to configure Customer Service Insights for your organization.
    • Learn about installing Power BI app for Customer Service Insights to gain insights.
    • Discover the different dashboards that are available.
  • Module 2: Learn how to create visualizations of Microsoft Dynamics 365 Customer Service data. Prepare for MB-230.
  • In this module, you will:

    • Review the data reporting and visualization options in Dynamics 365 Customer Service.
    • Discover how to create charts.
    • Learn how to use and create tier 1 and tier 2 interactive dashboards.
    • Discover how to use Microsoft Power BI to view Dynamics 365 Customer Service data.

Syllabus

  • Module 1: 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
    • Check your knowledge
    • Summary
  • Module 2: Create visualizations for Dynamics 365 Customer Service
    • Introduction
    • Create and use charts
    • Create dashboards for Customer Service
    • Reports in Dynamics 365 Customer Service
    • Use Power BI to view Customer Service data
    • Check your knowledge
    • Summary

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