Microsoft - Dynamics 365 for Customer Service

Varighet

Varighet:

Bare 4 dager

Metode

Metode:

klasserommet / på nett / Hybrid

Neste dato

Neste dato:

24/6/2024 (Mandag)

Overview

On this 4-day accelerated Microsoft Dynamics 365 for Customer Service course, you'll develop your understanding of the powerful Customer Service capabilities that you can use within Microsoft Dynamics 365.

Throughout the course you'll cover the following topics where you'll:

  • Agent Enablement: Learn how your organisation can nurture customer satisfaction through the automation of business processes.
  • Service Intelligence: Learn to utilise a database of articles to create an environment where users can quickly offer standardised answers.
  • Configuring 365 Voice of the Customer Solution: Dive into the platform tools that can be used to create and distribute surveys.
  • Unified Service Desk: Perform basic configuration for the Unified Service Desk for Dynamics 365.
  • Dynamics 365 for Field Service: Learn to understand and use the platform to create supporting items, such as Products, Price Lists, Territories, and Resources.

Your Microsoft Certified Trainer (MCT) will guide you through the course material using Firebrand's unique Lecture | Lab | Review technique. This approach combines both theoretical learning with hands-on tasks. This will accelerate your learning and ensure you leave us with the practical experience to implement your newfound knowledge when you return to work.

You'll sit exam MB2-718: Microsoft Dynamics 365 for Customer Service on-site, during the course. This is covered by your Certification Guarantee. This exam is an elective for the MCSE: Business Applications credential.

This course is aimed at sales operations managers, customer service managers, service schedulers, administrators or any similar roles looking to demonstrate an understanding of the Microsoft Dynamics application functionality.

Passing exam MB2-718 previously resulted in achieving the Microsoft Specialist: Dynamics 365 for Customer Service certification.

Microsoft retired the Specialist credential on 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

Her er 8 grunner til hvorfor du skal gjennomføre ditt Dynamics 365 Customer Service hos Firebrand Training:

  1. Du blir utdannet og sertifisert på bare 4 dager. Hos oss får du din utdanning og sertifisering på rekordtid, en sertifisering du også gjennomfører der og da som en integrert del av den intensive, akselererte utdanningen.
  2. Alt er inkludert. Et engangsbeløp dekker alt kursmaterial, eksamen, kost og losji og tilbyr den mest kostnadseffektive måten å gjennomføre ditt Dynamics 365 Customer Service kurs og sertifisering på. Og dette uten noen uannonserte ytterligere kostnader.
  3. Du klarer sertifiseringen første gangen eller kan gå kurset om igjen kostnadsfritt. Det er vår garanti. Vi er sikre på at du vil klare din Dynamics 365 Customer Service sertifisering første gangen. Men skulle du mot formodning ikke gjøre det kan du innen et år komme tilbake og kun betale for eventuelle overnattinger og din eksamen. Alt annet er gratis.
  4. Du lærer deg mer.Tradisjonelle utdanningsdager varer fra kl. 09.00 til 16.00 med lange lunsj- og kaffepauser. Hos Firebrand Training får du minst 12 timers effektiv og fokusert kvalitetsutdanning hver dag sammen med din instruktør, uten private eller arbeidsrelaterte, forstyrrende momenter.
  5. Du lærer deg Dynamics 365 Customer Service raskere. Vi kombinerer de tre innlæringsmetodene (Presentasjon |Øving| Diskusjon) slik at vi gjennomfører kurset på en måte som sikrer at du lærer deg raskere og lettere.
  6. Du er i sikre hender.Vi har utdannet og sertifisert 134.561 personer, vi er partner med alle de store navn i bransjen og vi har vunnet atskillige utmerkelser, bla. a. "Årets Learning Partner 2010, 2011, 2012, 2013 og 2015” fra Microsoft Danmark og med en vekst på 1430 % siden 2009 er vi årets Gazelle prisvinner på Sjælland, Danmark.
  7. Du lærer deg ikke bare teorien. Vi har videreutviklet Dynamics 365 Customer Service kursen og tilbyr flere praktiske øvelser og sikrer på den måten, at du kan bruke dine ferdigheter for å løse daglige praktiske problemstillinger.
  8. Du lærer av de beste. Våre instruktører på Dynamics 365 Customer Service er de beste i bransjen og tilbyr en helt unik blanding av kunnskap, praktisk erfaring og pasjon for å lære bort.

Curriculum

Manage Cases, the Knowledge Base, and the Interactive Service Hub

Create and manage cases - Manage case lists and views, search for case records, create a new case record, convert activities to cases, perform case resolution processes, implement case routing rules; set up and configure case creation and update rules, implement parent/child cases, merge cases

Create and manage the knowledge base - Search for articles; associate an article with a case; use knowledge base articles to help resolve cases; create, manage, and maintain knowledge base article templates; create, modify, and publish knowledge base articles; format articles; attach knowledge base articles to email messages

Install and configure Microsoft Dynamics CRM Server - Install sample data; install and configure language packs, install the email router, configure server synchronization, configure SharePoint integration, install the SSRS data connector

Manage the Interactive Service Hub - Implement single-stream and multi-stream dashboards, manage queues and cases from streams

Manage Queues, Entitlements, and Service Level Agreements (SLAs)

Create and manage queues - Differentiate between queue types, create and maintain queues, add cases and activities to queues, reconfigure queue items, implement case routing

Create and manage entitlements - Define entitlements, create and maintain entitlement templates, create and configure a new entitlement, create entitlements and add entitlement lines, apply entitlements to cases, associate products, associate entitlement channels, associate an SLA, activate and deactivate entitlements, renew an entitlement

Create and manage SLAs - Define standard and enhanced SLAs, implement SLA actions and details, use SLAs on-demand, manage cases with standard and enhanced SLAs

Implement Service Management Analysis and Voice of the Customer Surveys

Perform service management analysis - Create Microsoft Power BI dashboards, create service dashboards, design and create system charts, identify goal management components, define goals, implement and configure Advanced Find, create editable grids, identify service report types, design reports, export content to Microsoft Excel

Upgrade Microsoft Dynamics CRM and other components - Identify VOC features and components, install and configure VOC, create survey forms, create surveys by using the survey designer, create and configure surveys, link survey questions, pipe data into surveys, route responses, configure survey distribution options, identify and configure survey result options

Manage the Unified Service Desk (USD)

Install and configure the USD application - This topic may include: Install and configure the USD application; define User Interface Integration (UII) actions and calls; create an action call; manage connections by using Connection Manager, Global Manager, and debugger

Implement hosted controls - Create hosted controls, implement toolbars, identify and declare common events, implement window navigation rules, create and configure default and specific rules, implement data and replacement parameters

Configure server-side synchronization - Manage USD sessions, configure user settings and options, create agent scripts, identify debugger capabilities and components, view page data and parameters in the debugger

Manage Dynamics Field Service and the Interactive Services Hub

Install and configure Dynamics 365 Field Service - Plan a Field Service implementation; identify Field Service security roles and administration tasks; view and configure the schedule board; implement the schedule assistant; identify work order relationships; identify accounts, incident types, and service task types; identify agreement options; configure agreement bookings and invoices

Manage the Field Service mobile app and other Field Service features - Identify features and limitations of the mobile app, configure the Field Service mobile app, review customer assets, manage the purchase order process, manage inventory, process returns

Exam Track

On this course, you'll sit the following exam on-site. This is covered by your Certification Guarantee.

MB2-718 - Microsoft Dynamics 365 for Customer Service

  • Technology: Microsoft Dynamics 365 Enterprise
  • Credit toward certification: MCP, MCSE

Skills measured:

  • Manage Cases, the Knowledge Base and the Interactive Service Hub (25% - 30%)
  • Manage Queues, Entitlements, and Service Level Agreements (SLAs) (25% - 30%)
  • Implement Service Management Analysis and Voice of the Customer Surveys (15% - 20%)
  • Manage Dynamics Field Service and the Interactive Services Hub (15% - 20%)

Language: English

Passing exam MB2-718 previously resulted in achieving the Microsoft Specialist: Dynamics 365 for Customer Service certification.

Microsoft retired the Specialist credential on 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

What's Included

As Firebrand are a Microsoft Learning Partner, you'll be taught using these official resources

  • Microsoft Certified Trainer (MCT)
  • Microsoft official practice tests

You'll also have access to:

  • Firebrand Courseware

Prerequisites

Before attending this course, it is recommended that you have the following skills and experience:

  • Basic experience using Windows applications
  • Knowledge of basic sales, marketing, and customer service roles in a business
  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
  • Basic understanding of Microsoft SQL Server and relational database functionality ideal
  • Some knowledge of common Microsoft Dynamics CRM record types
  • Completed Microsoft Dynamics CRM 2013 applications training or have the equivalent knowledge

Anmeldelser

Vi har lært opp 134.561 personer på 12 år. Vi ba dem om å anmelde vår akselererte opplæring. Akkurat nå har 96,41% angitt at Firebrand overgikk forventningene:

"Course very detailed, instructor was very professional and helpful, Firebrand center was well organised."
B.B.. (3/6/2019 (Mandag) til 6/6/2019 (Torsdag))

"Course very detailed, instructor was very professional and helpful, Firebrand center was well organised."
B.B.. (3/6/2019 (Mandag) til 6/6/2019 (Torsdag))

"The training for PL-100 is an intense course, jam-packed with references, resources delivered by a super knowledgeable instructor. Would recommend having a sound base knowledge of Microsoft Power Platform before attending. MS Learn provides topics for PL-100 and also a study guide for the exam which is very useful when preparing for exam."
Jessica Brooks, Kenvue. (3/1/2024 (Onsdag) til 4/1/2024 (Torsdag))

"Training facilities were great and the hotel onsite is nice."
Anonymous. (18/12/2023 (Mandag) til 20/12/2023 (Onsdag))

"It's the best way to learn without any distraction. Training, eat, sleep, shower."
Anonymous. (13/12/2023 (Onsdag) til 15/12/2023 (Fredag))

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