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Microsoft

Route and distribute work in Dynamics 365 Customer Service

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn about unified routing for Dynamics 365 Customer Service.

    In this module, you'll:

    • Learn about basic routing.
    • Set up unified routing.
    • Create and manage user setup.
    • Learn about queues and workstreams.
  • Module 2: Learn how to route and distribute work from customers to the appropriate employees with unified routing in Dynamics 365 Customer Service.

    In this module, you'll:

    • 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.
  • Module 3: Learn about using skill-based routing in Dynamics 365 Customer Service.

    In this module, you'll:

    • Learn about skill rating models.
    • Learn how to assign agents to skills.
    • Learn about intelligent skill finder.
  • Module 4: The Dynamics 365 Customer Service solution allows organizations to manage and resolve issues that customers are encountering. In a traditional scenario, you would perform case management by using the core components of Customer Service. One of those core components is entity record routing, which is explained in this module.

    In this module, you will:

    • Learn about rule sets.
    • Learn about route triggering.

Syllabus

  • Module 1: Module 1: 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
  • Module 2: Module 2: 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
  • Module 3: Module 3: 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
  • Module 4: Module 4: 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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