The Agent Enablement in Customer Service for Microsoft Dynamics 365 course focuses on how an organization can nurture customer satisfaction through automation of business processes. It provides an insight into some of the powerful Customer Service functionality capabilities that a customer service agent can utilize within Microsoft Dynamics 365. The Agent Enablement in Customer Service course guides you through the process of working with your customers in Microsoft Dynamics CRM 365, including resolution of customer complaints and service issues cost effectively, and provides insight on managing all related correspondence, documents, contacts and conversations. This course demonstrates the rich and relevant view of your customer that provides your team with actionable insights, including the use of Service Level Agreements, Entitlements, and Queue Management.
This Digital Course provides insight on the components within the Customer Service module to put customer service at the forefront of an organization’s intelligent customer engagement strategy.
This course provides information on the basic concepts of Microsoft Dynamics 365. It discusses some of the terms, concepts and many of the components that make up the Microsoft Dynamics 365 system. In addition, it provides an overview of information about application navigation, setting up accounts, contacts and activities, using the sales, customer service, and marketing processes within Microsoft Dynamics 365, as well as some of the features and functionalities related to Operations.
This Digital Learning course provides students with the tools to setup, configure and use Dynamics 365 for Field Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create supporting items, such as Products and Price Lists, Territories, and Resources. In addition, topics such as Work Orders, Scheduling, Mobility, and Inventory and Purchasing are also reviewed.
The Sales module for Microsoft Dynamics 365 provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. The course describes the components used within the Sales module and explain how they can apply them to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. It explores the management of, and application of, leads and sales opportunities in the sales process, as well as how to analyze the monitoring of sales-related data utilizing some of the essential built-in tools available through Microsoft Dynamics 365.
This digital learning course explores Business Processes Flows and using Branching to standardize how a sale moves through the system. It also describes additional components, such as Sales Territories, the Product Catalog, Metrics, and Goals, how they are used within the Sales module and how they can apply to various business scenarios. It also details the process of converting an Opportunity to a Quote, Order, and even an Invoice to fully track sales from potential through to invoicing. In addition, it provides information about gamification, and additional tools that can be used for sales analysis.
The Service Intelligence for Microsoft Dynamics 365 in Customer Service course provides insight on the components within the Customer Service module to put customer service at the forefront of an organization's intelligent customer engagement strategy. It focuses on how an organization can utilize a database of Knowledgebase articles to create an environment where users can easily provide standardized answers to customer questions. Additionally, this course explores the Interactive Service Hub with real time dashboards as well as some of the core analytical tools to provide insights on how to improve Customer Service.
This Digital Learning course provides students with the tools to setup and perform basic configuration for Unified Service Desk for Dynamics 365. The focus is on using Dynamics 365 to configure the basic foundational components of Unified Service Desk, including Hosted Controls, Action Calls, Toolbars, and Windows Navigation Rules.
This Digital Learning course provides students with the tools to configure Dynamic 365 Voice of the Customer Solution. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create surveys, customize surveys with themes and images, configure questions, and control how surveys are distributed.
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