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The Dynamics 365 Customer Service Functional Consultant is a professional who specializes in configuring and customizing Microsoft Dynamics 365 Customer Service, a component of the Dynamics 365 suite designed for managing customer service and support operations. Obtaining relevant Microsoft certifications, such as the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate certification, can validate expertise in this role.
Curriculum Designed by Experts
Create and manage cases
• Configure cases
• Manage cases
• Create and search for case records
• Convert activities to cases
• Perform case resolution
• Implement parent/child cases
• Merge cases
• Set autonumbering for customer service entities
Define and Configure foundational Customer Service components
• Implement advanced similarity rules
• Implement record creation and update rules
• Configure the Case Resolution form
• Configure status reason transitions
• Configure business process flows
• Configure categories and subjects
• Configure document management
• Configure basic and enhanced Teams integration
Create and administer Knowledge Management
• Configure the Knowledge Search capabilities
• Use Knowledge articles to resolve cases
• Manage the Knowledge article lifecycle
• Manage Knowledge article content and templates
• Configure tables for knowledge management
• Convert cases to knowledge articles
• Enable AI suggested Descriptions and Keywords
Capture customer feedback by using Customer Voice
• Create a survey
• Describe survey elements including question types
• Apply formatting and branding to a survey
• Trigger distribution of a survey
• Describe and analyze survey results including CSAT and Net Promoter Score (NPS)
Create and manage entitlements
• Configure and apply entitlements
• Define and create entitlements including products, channels, contacts, allocations, and service-level agreements
• Manage entitlement templates
• Activate and deactivate entitlements
• Renew or cancel an entitlement
Create and manage SLAs
• Define and create service-level agreements (SLAs)
• Configure SLA settings
• Configure a holiday schedule
• Configure a customer service schedule
• Implement actions by using Power Automate
• Manage cases that are associated with SLAs
• Manually apply an SLA
• Create and manage SLA items including KPIs, warning actions, success actions, and applicability
Manage resources
• Define business closures
• Configure organizational units
• Configure resources
• Configure work hours
• Configure facilities and equipment
• Configure resource categories and characteristics
Manage services
• Define services
• Schedule a service activity
• Configure fulfillment preferences
Deploy Omnichannel for Customer Service
• Provision Omnichannel for Customer Service
• Configure application settings including data masking, operating hours, authentication settings, self-service settings, and sentiment analysis
• Configure work streams
• Configure routing values
• Implement context variables
• Implement security roles for omnichannel
Manage channels
• Configure channels
• Enable the chat widget on websites
• Configure pre-chat surveys
• Configure proactive chat
• Configure the voice channel
Configure agent productivity tools
• Configure quick replies
• Configure agent scripts
• Enable Smart Assist
• Create macros
Configure agent workspaces
• Configure notifications
• Configure session templates
• Create app profiles
• Configure Agent Inbox
Configure Insights
• Configure Customer Service historical analytics
• Configure topic clustering
• Configure knowledge search analytics
Create and configure visualizations and reports
• Configure tier 1 and tier 2 interactive dashboards
• Design and create customer service charts
• Design reports by using the Report Wizard
Configure Omnichannel Insights
• Configure Omnichannel Insights dashboard
• Configure intraday insights
• Customize KPIs for intraday insights
• Enable sentiment analysis
Configure model-driven apps
• Create and configure forms
• Create and configure views
• Configure site maps
Create custom apps Implement Power Virtual Agents with Dynamics 365 Customer Service
• Create task-specific canvas apps and custom pages
• Embed apps in Dynamics 365 Customer Service
• Create a custom portal to support customer service processes
• Describe Power Virtual Agents components and concepts
• Integrate Power Virtual Agents with Dynamics 365 Customer Service
• Escalate conversations to a live agent
• Create and manage bots including chat and voice
• Implement Power Virtual Agents as a post-call survey
Describe Connected Customer Service
• Describe IoT components
• Identify use cases for Connected Customer Service
• Configure Power Automate rules to create IoT Alerts from IoT Central
• Configure security roles for Connected Customer Service
Describe device management options
• Manage IoT devices
• Interact with IoT devices
Configure routing
• Configure work classification and assignments including rules
• Configure user attributes including capacity profiles
• Implement Basic Case Routing rules
• Configure Routing Rulesets
• Describe different unified routing options
• Configure skills-based routing and Skills Finder
• Configure diagnostics
Create and manage queues
• Differentiate queue types
• Configure queues
• Add records to queues
• Configure tables for queues
• Perform queue operations including pick, release, remove, and delete operations
Covers each topics with Real Time Examples . Covers More than 250+ Real Time Scenarios which is divided into L1 ( Basic ) + L2 ( Intermediate) and L3 ( Advanced ) . Trainer from Real Time Industry .This is completely hands-on training , which covers 90% Practical And 10% Theory
We give Combo Pack of RHEL 6 with RHEL 7 , to make sure all the candidate will get at least 5+ Year experience knowledge in Redhat Linux after attending this course.Covers SA1 + SA2 + SA3 topics in Details from the very basic to advanced level .
Complete RHCSA and RHCE Exam Preparations.Appear for Redhat Global Certification Exam At any time After the course – No need to wait to get schedule from Redhat .At your convenient time , you can book and appear for exam using our Individual Exam Delivery System called KOALA
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Infrastructure Provisioning
Implementing automated infrastructure provisioning and configuration management using Ansible. This may include setting up servers, networking devices, and other infrastructure components using playbooks and roles.
Applications Deployment
Automating the deployment and orchestration of applications across development, testing, and production environments. This could involve deploying web servers, databases. middleware, and other application components using Ansible
Continuous Integration
Integrating Ansible into CI/CD pipelines to automate software. build, test, and deployment processes. This may include automating the creation of build artifacts, running tests, and deploying applications to various environments.