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Help agents be more productive in Dynamics 365 Customer Service 

  • Offered byMicrosoft

Help agents be more productive in Dynamics 365 Customer Service
 at 
Microsoft 
Overview

Duration

4 hours

Total fee

Free

Mode of learning

Online

Schedule type

Self paced

Difficulty level

Intermediate

Official Website

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Credential

Certificate

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Help agents be more productive in Dynamics 365 Customer Service
 at 
Microsoft 
Course details

What are the course deliverables?
  • Create custom experiences for agents with the App profile manager in Customer Service
  • Enhance agent productivity with Customer Service workspace
  • Enhance agent productivity and personalization in Omnichannel for Customer Service
  • Enhance agent productivity and personalization in Customer Service Hub
  • Get started with Dynamics 365 Productivity Tools
  • Create smart assist solutions in Omnichannel for Dynamics 365 Customer Service
More about this course
  • This path discusses options to help agents be more productive when using the Customer Service app
  • This learning path helps prepare you for Exam MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant
  • It will also provide agents with the ability have multiple sessions open at a time in a single workspace experience
  • Learn how to configure historical information and communication tools to help your agents be more productive

Help agents be more productive in Dynamics 365 Customer Service
 at 
Microsoft 
Curriculum

Create custom experiences for agents with the App profile manager in Customer Service

Introduction

Get started with the app profile manager

Create and use app profiles to manage apps

Application tab templates

Session templates

Manage notification settings and templates

Use templates in workstreams

Check your knowledge

Summary

Enhance agent productivity with Customer Service workspace

Introduction

Explore the Customer Service workspace user interface

View and edit records

Work with case records

Use the Productivity pane in Customer Service workspace

Check your knowledge

Summary

Enhance agent productivity and personalization in Omnichannel for Customer Service

Introduction

Quick replies

Use personal quick replies

Enable sound and missed notifications for conversations

Enable auto-assignment of conversations

Enable sharing of knowledge articles

Check your knowledge

Summary

Enhance agent productivity and personalization in Customer Service Hub

Introduction

Configure the timeline for agents

Use email

Configure email for agents

Check your knowledge

Summary

Get started with Dynamics 365 Productivity Tools

Introduction

Work with macros

Use automation to pass parameters

Work with agent scripts

Smart assist

Check your knowledge

Summary

Create smart assist solutions in Omnichannel for Dynamics 365 Customer Service

Introduction

Work with Microsoft Adaptive Cards

Build a smart assist bot

Integrate a smart assist bot with Omnichannel for Customer Service

Check your knowledge

Summary

Help agents be more productive in Dynamics 365 Customer Service
 at 
Microsoft 
Entry Requirements

Eligibility criteriaUp Arrow Icon
Conditional OfferUp Arrow Icon
  • Not mentioned

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Help agents be more productive in Dynamics 365 Customer Service
 at 
Microsoft 

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