Service Management in Microsoft Dynamics CRM 2011

Course details

Students will learn how to use the knowledge base and discusses how organizations can browse, locate, and share information in the repository. The course also discusses how to create, manage and use teams and queues in Microsoft Dynamics CRM.

Course Outline

1 - Introduction

• Getting Started with Service Management
• Cases and the Service Management Process
• Queues and Contracts in Service Management
• Working with Cases in the Case Grid
• Lab : Assigning Cases and Default Queues

2 - Working with Cases and Contracts

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

3 - Using the Knowledge Base

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

4 - Working with Teams and Queues

• Introduction to Teams
• Introduction to Queues
• Creating and Managing Queues
• Working with Queues and Queue Items
• Using Workflows with Queues
• Lab : Routing Cases to Queues

5 - Analysis, Reporting and Goals

• Service Management Reports
• Service Management Charts and Dashboards
• Goal Management for Service
• Lab : Goal and Goal Metrics

Target Audience: This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available service management features in the Microsoft Dynamics CRM product.