Customer Service in Microsoft Dynamics CRM 2013

Course details

This course focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM 2013.

Course Outline

1 - Introduction

• Customer Scenarios
• Customer Service Entities and Record Types

2 - Cases

• Creating Case Records
• Understanding the Process Ribbon and Menu Options
• Case Resolution, Canceling and Deleting
• Assigning Case Records
• Other Actions on Cases From Forms and Views
• Working with the Subject Tree
• Working with the Case List and Views
• Lab : Case Resolution Processing

3 - Knowledge Base

• Article Templates
• Creating, Approving and Publishing Articles
• Using and Searching the Knowledge Base
• Cases and Knowledge Base Articles
• Sending Knowledge Base Articles
• Lab : Managing Knowledge Base Articles

4 - Queue Management

• Queue Management
• Lab : Create and Manage Queues

5 - Contracts

• Contracts and Contract Templates
• Creating and Working with Contracts
• Using Contracts with Cases
• Lab : Resolving a Case with a Contract

6 - Analysis, Reports and Goals

• Customer Service Reports
• Customer Service Charts and Dashboards
• Customer Service Goals and Metrics
• Lab : Goals and Goal Metrics

7 - Service Scheduling

• Service Scheduling Scenarios
• Service Scheduling Terminology
• Service Scheduling Process
• Resources, Services and Selection Rules
• Include Customer Preferences
• Understand Sites and Same-Site Requirements
• Manage Business Closures
• Explain the Service Activity Scheduling Engine
• Working with Service Activities and the Service Calendar
• Close, Cancel, or Reschedule a Service Activity
• Lab : Schedule a Service by Using a Same-Site Requirement

Target Audience: This course is intended for inpiduals that plan to implement, use, maintain, or support Microsoft Dynamics CRM 2013 in their organization. The training is intended for customer service representatives, service schedulers, administrators, office managers, CEOs, and consultants who want to gain foundational knowledge of the application functionality.