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Customer Service in Microsoft Dynamics CRM 2013

  • Intermediate
  • 18 and older
  • $595
  • Earn 10% Rewards
  • Price Lock
  • 33 Wood Avenue S, Iselin, NJ

Start Dates (0)

  • $595
  • All classes are live, hands-on training via remote instructor.
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Class Description

Description

What you'll learn in this microsoft dynamics crm training:

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.

Audience Profile: 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.

Prerequisites - Before attending this course, students must have:
  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Office
  • An understanding of Customer Relationship Management solution processes and practices
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.
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
  • Lab : Case Resolution Processing
  • Create a case
  • Associate a phone call with the case
  • Resolve the case
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
  • Lab : Managing Knowledge Base Articles
  • Create, Submit, and Publish a Knowledge Base Article.
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
  • Lab : Create and Manage Queues
  • Create a New Public Queue for Incoming Questions
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
  • Lab : Resolving a Case with a Contract
  • Create a Contract Template
  • Create a Contract using a Contract Template
  • Open a case and associate a contract
  • Create and Close an Appointment Activity a With the Case
  • Resolve the Case
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
  • Lab : Goals and Goal Metrics
  • Modify a Goal Metric to Include in-Progress Cases
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
  • Lab : Schedule a Service by Using a Same-Site Requirement
  • Create a Service Activity based on a Same-Site Requirement Service.

Refund Policy

Cancellation / Reschedule by Student

Because we must schedule rooms, ship course materials, assign instructors and provision computer resources well in advance, it is important students alert us ASAP with any cancel/reschedule requests.

Please note the following policies:

  • If requested 16 or more calendar days before the class
    • Cancellation requests made in this timeframe are eligible for refund less 5% cancellation fee.
    • Reschedule requests made in this timeframe will be accommodated if availability exists and will be processed at no additional charge.
  • If requested 15 calendar days or less before the class
    • Cancellation or Reschedule requests made by the student 15 calendar days or less before the class starts will be charged 100% the course fee and are not entitled to a refund.

Substitutions

  • If you are unable to attend your class, a substitute who meets the course prerequisites may attend in your place at no additional charge for the original class title, date and location. If you cannot find a substitute, you will be subject to the class cancellation policy.

Make-up Policy

Students are permitted one (1) Make-Up opportunity to attend an instructor-led class that was paid for but not previously attended for no additional charge.

  • Make-Up class registrations are subject to availability and are not entitled to refund.
  • Students may not reschedule a Make-up class registration.
  • Any no shows or cancellations forfeit their one Make-up opportunity.

Additionally, ONLC reserves the right to retire courses due to lack of demand. Retired classes are not available for Make-Up.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

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