A Financial Services solution with a focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support.
Duration: 1 Day
Customer Service for Dynamics 365 can track all customer issues and record all interactions on the case record. The application allows for the creation of queues and routing rules to ensure cases are routed to the appropriate users, and through use of the knowledge base empower those users to resolve customer issues quickly and consistently. Organizations can also leverage service level agreements and track service terms through the entitlements feature, while managers can utilize reports and dashboards to manage performance and productivity. This instructor-led course is a one-day deep dive into the default record types, processes and configuration of Customer Service for Customer Service.
1 Day Customer Service for Dynamics 365
See below for a more detailed agenda, by day.
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Times noted in local time. Online/Remote trainings are in CST, unless noted.
Day 1: 8:30am - 5pm
For in-person dates, a light breakfast, beverages, snacks, and lunch are included in the price of enrollment.
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