If you're considering a switch from Salesforce to Microsoft, you probably have some questions. For instance, what should you consider from a business planning perspective to ensure your transition is as hassle free as possible?
Duration: 1 day
Dynamics 365 Customer Service can track all customer issues and record all interactions on the case record. The application allows for the creation of queues and routing rules to ensure cases are routed to the appropriate users, and through use of the knowledge base empower those users to resolve customer issues quickly and consistently. Organizations can also leverage service level agreements and track service terms through the entitlements feature, while manager can utilize reports and dashboards to manage performance and productivity. This instructor-led course is a one-day deep dive into the default record types, processes and configuration of Dynamics 365 Customer Service.
This course is designed to support individuals who will be setting up and administering Customer Service within Dynamics 365. It is not intended for front of house users.
Participants are highly advised to be comfortable and confident with the following skills and concepts for a successful learning experience:
Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:
The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More