Customer Service Training Course (OnTrack)
Welcome to the Customer Service Training Course, designed to get you, the Customer Service Rep, up and running with Microsoft Dynamics 365 CRM!
Logging In
Desktop Shortcuts
Logging Out
Customer Service Hub App Walkthrough
Cases Overview
Case Overview (New D365 Update)
Creating a New Case
Creating a New Case (New D365 Update)
Converting an Activity to a Case
Case Resolution & Follow up
Working with Queues
Working with Queues (New D365 Update)
Creating Knowledge Articles
Creating Knowledge Articles (New D365 Update)
Associating an Article with a Case
Copilot in Dynamics 365 Customer Service
Form Fill Assistant in Dynamics 365 Customer Service
Copilot Email Suggestions in Dynamics 365 Customer Service
Visualize with Copilot in Dynamics 365 Customer Service