Overview

This training course will cover the benefits and scenarios on how to use customer service and customer support functionality with Case Management in Microsoft Dynamics 365.

Key topics in this training course

  • Interface Overview
  • Account & Contact Management
  • Activity Management
  • Case Management Processes
  • Knowledge Base
  • Service Level Agreements
  • Entitlements
  • Case Web Portal
  • Goals & Metrics e.g. Customer Service Representative Performance
  • Dashboards & Reports
  • Security & Roles
  • Auditing
  • Workflows & Routing Rules e.g. Auto-responder on Case creation
  • Email & Document Templates
  • Mobile & Tablet Access
  • Outlook Integration

For more information and bookings, please fill out the form below:

Case Management with Dynamics 365 Training
* Indicates required information
 

C2 Newsletter

Our newsletter is sent on a quarterly basis, offering detailed insights into all aspects of business transformation with Microsoft cloud technologies. We also promote upcoming events and special offers throughout the year. Sign up to get involved today.

Dynamics 365 Office 365 Power BI Silver Partner