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コース概要
Introduction to Dynamics 365 Customer Service
- Overview of Dynamics 365 ecosystem
- Introduction to Dynamics 365 Customer Service module
Setting Up Dynamics 365 Customer Service
- Configuring the service environment
- Setting up users, roles, and permissions
- Customizing the service dashboard
Managing Customer Interactions
- Creating and managing customer records
- Tracking customer communications
- Utilizing the Customer Service Hub
Case Management
- Creating and managing cases
- Assigning and routing cases
- Resolving and closing cases
Knowledge Management
- Creating and managing knowledge articles
- Using the knowledge base for case resolution
- Publishing and maintaining knowledge content
Service Level Agreements (SLAs) and Entitlements
- Setting up SLAs
- Managing entitlements
- Tracking and enforcing service commitments
Data and Analytics
- Using dashboards and reports
- Analyzing customer service performance
- Identifying trends and insights
Integration and Customization
- Integrating with Microsoft Outlook and Teams
- Customizing entities and fields
- Extending functionality with Power Platform
Best Practices and Case Studies
- Implementing best practices for customer service management
- Reviewing real-world case studies
Summary and Next Steps
要求
- Basic understanding of CRM concepts
- Familiarity with customer service processes
Audience
- Customer service professionals
- CRM administrators
- Business analysts
14 時間
お客様の声 (1)
私たちは自分たちが取り組んでいるシステムを十分に活用していないことを知り、あらゆる面で楽しみました。
Tracy Rehman - Financial Planning Institute
コース - Microsoft Dynamics 365 Customer Insights (MB-220)
機械翻訳