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Pluralsight

Microsoft Dynamics 365 for Customer Service

via Pluralsight

Overview

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Dynamics 365 for Customer Service enables companies to build strong relationships with their customers by providing excellent service. This course will guide you through the fundamentals of this important part of the platform.

In business today, it may seem obvious that you need to make sales and get new customers. However, it’s equally important to provide great customer service to those customers once they’re onboard. Customers’ expectations are higher than ever, and they want fast, personalized service through a variety of channels. That’s where the Customer Service application comes in. In this course, Microsoft Dynamics 365 for Customer Service, you’ll learn the fundamentals of this important part of Dynamics 365. First, you’ll become familiar with the core entities used in the Service app, with a special focus on cases. Next, you’ll explore how to work with cases, through queues and routing rules. You’ll also learn about service terms such as service level agreements, or SLAs, and entitlements. Finally, you’ll discover the knowledge management capabilities of the platform that enable customer service agents to quickly search for and share knowledge articles. When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Customer Service, and how to use it to provide great service to your customers.

Topics:
  • Course Overview
  • Course Introduction
  • Core Entities
  • Queues and Routing Rules
  • Schedules
  • Service Level Agreements
  • Entitlements
  • Knowledge Management
  • Course Summary and Next Steps

Taught by

Amber Israelsen

Reviews

4.5 rating at Pluralsight based on 19 ratings

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