80545-01 Customer Service in Microsoft Dynamics CRM 2013

Code: 80545-01
Course duration: 1 days
Price: $895
Location Period
Greenwich, Connecticut (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-23
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 10-23
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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Attend Online 10-23
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 10-23
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 11-06
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 11-06
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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Attend Online 11-06
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 11-06
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 11-20
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-20
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 11-20
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-20
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 11-20
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-20
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 11-20
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 11-20
09:00AM to 05:00PM
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Attend Online 11-20
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 11-20
09:00AM to 05:00PM
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Washington, D.C. (Instructor-Led) 11-20
09:00AM to 05:00PM
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NYC-23rd Street (Instructor-Led) 11-20
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-04
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 12-04
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led) 12-04
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-04
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 12-04
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-04
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-04
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-04
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-04
09:00AM to 05:00PM
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Attend Online 12-04
09:00AM to 05:00PM
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Raleigh, North Carolina (Instructor-Led) 12-04
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 12-04
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-18
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 12-18
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-18
09:00AM to 05:00PM
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Attend Online 12-18
09:00AM to 05:00PM
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Attend Online 01-01
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-01
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 01-01
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-01
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-15
09:00AM to 05:00PM
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Attend Online 01-15
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 01-15
09:00AM to 05:00PM
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Washington, D.C. (Instructor-Led) 01-15
09:00AM to 05:00PM
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NYC-23rd Street (Instructor-Led) 01-15
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-15
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-15
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-15
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-15
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-15
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 01-15
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-15
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Attend Online 01-29
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-29
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-29
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-12
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 02-12
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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Attend Online 02-12
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 02-12
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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Secaucus, New Jersey (Instructor-Led) 02-26
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-26
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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Attend Online 02-26
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-26
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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Greenwich, Connecticut (Instructor-Led) 03-12
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 03-12
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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Attend Online 03-12
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 03-12
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 03-26
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 03-26
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
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Attend Online 03-26
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 03-26
09:00AM to 05:00PM
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80545-01 Customer Service in Microsoft Dynamics CRM 2013 

Course Description 

See course #805652 CRM 2013 Boot Camp for available dates for this course 

This course focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM 2013. This course provides an insight into all of the powerful Customer Service and Service Scheduling functionality capabilities within Microsoft Dynamics CRM 2013.

Additionally, this course guides you through the process of working with your customers in Microsoft Dynamics CRM 2013, including: resolution of customer complaints and services 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 knowledge management in a centralized knowledge base. 

Who Should Attend 

This course is intended for individuals 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. 

Course Outline 

Module 1: Introduction 

Microsoft Dynamics CRM includes a comprehensive set of features that increases the efficiency of customer service operations. This module introduces Microsoft Dynamics CRM Customer Service terminology and customer scenarios that the Customer Service module might be used. The module discusses the basic components of case management, and works with the knowledge base, queues, and service contracts. The module also provides an overview of service scheduling and service management. 

Lessons 

  • Customer Scenarios 
  • Customer Service Entities and Record Types 

Module 2: Cases 

Customer service is important to a customer relationship management strategy. Microsoft Dynamics CRM provides many features that organizations can use to manage the services they provide to customers. This module discusses cases and how the cases can be used together in service management functions. 

 Lessons 

  • 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 

Module 3: Knowledge Base 

Most customer service organizations use a knowledge base to provide customer service representatives (CSRs) with the information that they must have to answer questions about a product or service. In Microsoft Dynamics CRM, the Knowledge Base provides a central repository for an organization's information, stored as Articles and organized by Subject. 

Lessons 

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

Module 4: Queue Management 

A queue is an area that is used to organize and store activities and work items that are waiting to be processed. A queue is also used for activities and work items that are currently being worked on. Microsoft Dynamics CRM includes queuing and workflow tools to improve how incoming requests for sales, marketing, and customer service are handled. 

Lessons 

  • Queue Management 

Module 5: Contracts 

Microsoft Dynamics CRM provides many features that organizations can use to manage the services they provide to customers. This module describes how contracts can be used together with other record types in Microsoft Dynamics CRM to help service and manage functions. 

Lessons 

  • Contracts and Contract Templates 
  • Creating and Working with Contracts 
  • Using Contracts with Cases 

Module 6: Analysis, Reports and Goals 

In Microsoft Dynamics CRM, many methods are available to analyze and report Service Management information. By default, several reports are available, and this includes the Case Summary Table report. This report is discussed in this module. 

 Lessons 

  • Customer Service Reports 
  • Customer Service Charts and Dashboards 
  • Customer Service Goals and Metrics 

Module 7: Service Scheduling 

This module provides an overview of the service scheduling features of Microsoft Dynamics CRM. The organizations that use service scheduling require a complex combination of resources.  Service scheduling considers the availability of employees, facilities, and equipment to make sure that the resources are available to deliver service activities for customers. 

Lessons 

  • 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 

Labs 

Lab: Case Resolution Processing 

Lab: Managing Knowledge Base Articles 

Lab: Create and Manage Queues 

Lab: Resolving a Case with a Contract 

Lab: Goals and Goal Metrics 

Lab: Schedule a Service by Using a Same-Site Requirement 

What You'll Learn 

After completing this course, students will be able to: 

  • Identify the key set of terms, phrases and elements to effectively work with Customer Service Scenarios and Terminology 
  • Recognize why cases are the fundamental record type in service management, and represent a single incident of service. 
  • Use Queues to organize and store Activities and Cases that are waiting to be processed. 
  • Effectively search the Knowledge Base to access a repository of informational articles used to assist customer service representatives in the resolution of cases. 
  • Utilize Contract Management to specify the amount of support services a customer is entitled to. 
  • Use reporting functionality to gain insight into trends, performance, and identifying opportunities and potential issues. 
  • Practice Goal Management features to establish and track progress against target values for key performance indicators. 
  • Use the Service scheduling functionality and how it is designed to assist organizations when providing services that require complex combinations of resources. 

 

Guaranteed to Run

2020-11-26 09:00 to 2020-11-27 17:00
Attend Online
2020-11-25 09:00 to 2020-11-27 17:00
Attend Online
2020-11-19 09:00 to 2020-11-20 17:00
Attend Online
2020-11-19 09:00 to 2020-11-20 17:00
Attend Online
2020-11-16 09:00 to 2020-11-20 17:00
Attend Online
2020-11-16 09:00 to 2020-11-20 17:00
Attend Online
2020-11-13
09:00 to 17:00
Attend Online
2020-11-12 09:00 to 2020-11-13 17:00
Attend Online
2020-11-06
09:00 to 17:00
Attend Online
2020-11-06
09:00 to 17:00
Attend Online
2020-11-02 09:00 to 2020-11-06 17:00
Attend Online
2020-11-02 09:00 to 2020-11-06 17:00
Attend Online
2020-10-29 09:00 to 2020-10-30 17:00
Attend Online
2020-10-26 09:00 to 2020-10-30 17:00
Attend Online

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