Microsoft
Microsoft Logo

Route and distribute work in Dynamics 365 Customer Service 

  • Offered byMicrosoft

Route and distribute work in Dynamics 365 Customer Service
 at 
Microsoft 
Overview

Duration

4 hours

Total fee

Free

Mode of learning

Online

Schedule type

Self paced

Difficulty level

Intermediate

Official Website

Explore Free Course External Link Icon

Credential

Certificate

Route and distribute work in Dynamics 365 Customer Service
Table of content
Accordion Icon V3
  • Overview
  • Course Details
  • Curriculum
  • Entry Requirements
Details Icon

Route and distribute work in Dynamics 365 Customer Service
 at 
Microsoft 
Course details

What are the course deliverables?
  • Get started with unified routing for Dynamics 365 Customer Service
  • Route and distribute work with unified routing in Dynamics 365 Customer Service
  • Use skill-based routing in Dynamics 365 Customer Service
  • Entity record routing with Omnichannel for Dynamics 365 Customer Service
More about this course
  • This learning path describes how to route and distribute work in Dynamics 365 Customer Service using unified routing
  • In a traditional scenario, you would perform case management by using the core components of Customer Service

Route and distribute work in Dynamics 365 Customer Service
 at 
Microsoft 
Curriculum

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 agents

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

Route and distribute work in Dynamics 365 Customer Service
 at 
Microsoft 
Entry Requirements

Eligibility criteriaUp Arrow Icon
Conditional OfferUp Arrow Icon
  • Not mentioned

Other courses offered by Microsoft

Free
1 hours
Beginner
Free
3 hours
Intermediate
Free
14 hours
Beginner
Free
2 hours
Intermediate
View Other 1171 CoursesRight Arrow Icon
qna

Route and distribute work in Dynamics 365 Customer Service
 at 
Microsoft 

Student Forum

chatAnything you would want to ask experts?
Write here...