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Microsoft

Route and distribute work in Dynamics 365 Customer Service

Microsoft via Microsoft Learn

Overview

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  • Learn about basic routing, unified routing, and user setup in order to improve customer satisfaction and efficiently manage work items in Dynamics 365 Customer Service.

    This module explains how to:

    • Learn about basic routing.
    • Set up unified routing.
    • Create and manage user setup.
    • Learn about queues and workstreams.
  • Discover how unified routing intelligently matches work item requirements with representative capabilities for optimal productivity.

    This module explains how to:

    • Set up the components that are involved in classification and assignment of work items.
    • Classify work items and route work to employees.
    • Set up queues to distribute work.
    • Run diagnostics.
  • Discover the benefits of unified routing in Dynamics 365 Customer Service, including skill-based routing and configurable interfaces.

    This module explains:

    • Skill rating models.
    • How to assign representatives to skills.
    • Intelligent skill finder.
  • Learn about rule sets and route triggering in the Dynamics 365 Customer Service solution for effective case management.

    This module explains the concepts of:

    • Rule sets.
    • Route triggering.

Syllabus

  • Get started with unified routing for Dynamics 365 Customer Service
    • Introduction
    • Route cases by using basic routing rule sets
    • Set up unified routing
    • Create and manage users
    • Create and manage queues for unified routing
    • Set up workstreams for record routing
    • Check your knowledge
    • Summary
  • Route and distribute work with unified routing in Dynamics 365 Customer Service
    • Introduction
    • Set up work classification
    • Route items to queues
    • Set up work assignments in queues
    • Get started with intelligent routing
    • Diagnostics
    • Check your knowledge
    • Summary
  • Use skill-based routing in Dynamics 365 Customer Service
    • Introduction
    • Define skill-rating models
    • Skill types
    • Assign skills to representative
    • Define a default skill-matching algorithm for a workstream
    • Attach skills to work items
    • Build intelligent skill-finder models
    • Check your knowledge
    • Summary
  • Entity record routing with Omnichannel for Dynamics 365 Customer Service
    • Introduction
    • Entity record routing
    • Entity routing rule sets
    • Route triggering
    • Check your knowledge
    • Summary

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