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Microsoft

Work with Customer Service Insights

Microsoft via Microsoft Learn

Overview

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  • Learn how Customer Service Insights can impact your organization.

    In this module, you will:

    • Learn about Customer Service Insights and what it can provide for an organization.
    • Examine how to configure Customer Service Insights for your organization.
    • Learn about installing Power BI app for Customer Service Insights to gain insights.
    • Discover the different dashboards that are available.
  • 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.

Syllabus

  • Get started with Customer Service Insights
    • Introduction to Customer Service Insights
    • Configure Customer Service Insights
    • Discover Customer Service Insights dashboards
    • Discover Knowledge search analytics
    • Check your knowledge
    • 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

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