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Microsoft

Extend and analyze Dynamics 365 Customer Service

Microsoft via Microsoft Learn

Overview

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  • Learn how to build supportable Customer Service extensions that adapt case management, automate work, and deliver secure self-service experiences with Microsoft Power Platform.

    This module explains how to:

    • Select a Power Apps approach for a Customer Service requirement.
    • Extend the Customer Service data model in Microsoft Dataverse.
    • Configure forms, views, app navigation, and case management behavior.
    • Select low-code automation and deploy customizations with solutions.
    • Plan a secure Customer Service self-service experience with Power Pages.
  • Learn how to turn Customer Service data into actionable operational insight with views, charts, dashboards, historical analytics, and Power BI.

    This module explains how to:

    • Analyze Customer Service data with views and charts.
    • Create system and personal dashboards for different audiences.
    • Configure access to Customer Service historical analytics.
    • Interpret historical reports and their key performance indicators.
    • Create quick Power BI visualizations from Customer Service views.
  • Learn how to capture case-resolution feedback, automate survey distribution, and turn Customer Voice responses and satisfaction metrics into service improvements.

    This module explains how to:

    • Plan a Customer Voice project for a Customer Service feedback scenario.
    • Create and customize a case feedback survey.
    • Personalize and distribute survey invitations.
    • Automate survey distribution when a case is resolved.
    • Analyze responses and satisfaction metrics.

Syllabus

  • Create custom apps for Dynamics 365 Customer Service
    • Introduction
    • Create Power Apps for Dynamics 365 Customer Service
    • Configure the Customer Service data model
    • Configure forms, views, and app navigation
    • Customize case management in Dynamics 365 Customer Service
    • Automate and deploy Customer Service customizations
    • Plan Customer Service self-service with Power Pages
    • Module assessment
    • Summary
  • Analyze Dynamics 365 Customer Service with reports and dashboards
    • Introduction
    • Analyze Customer Service data with views and charts
    • Create Customer Service dashboards
    • Configure Customer Service analytics and access
    • Interpret Customer Service historical analytics
    • Analyze Customer Service data with Power BI
    • Module assessment
    • Summary
  • Capture customer feedback with Dynamics 365 Customer Voice
    • Introduction
    • Plan feedback with Dynamics 365 Customer Voice
    • Plan a Customer Voice project
    • Create and customize a case feedback survey
    • Distribute and automate case feedback surveys
    • Analyze case feedback responses
    • Exercise - Create a case feedback project
    • Module assessment
    • Summary

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