Dynamics 365 Customer Service Custom Training

Drive Customer Success with Custom Dynamics 365 CE (CRM) Workshops

In today’s competitive landscape, customer relationships are everything. Microsoft Dynamics 365 Customer Engagement (CE) — including Customer Service and Sales — delivers powerful tools to help you connect, engage, and retain customers like never before.

Dynamics Edge offers customized, hands-on workshops to help your team master these solutions and tailor them to your unique business needs.

🔧 What You’ll Learn in Our Custom CRM Workshops:

💬 Dynamics 365 Customer Service

Empower your agents with a 360° view of customer interactions. Learn how to:

• Implement skill-based routing for faster, smarter case resolution
• Build and manage knowledge bases for quick, accurate responses
• Use AI-driven insights to improve service quality and customer satisfaction
• Design quick replies and automation for personalized engagement

Perfect for industries like automotive, where customer inquiries range from general questions to highly technical requests.

📈 Dynamics 365 Sales

Streamline your sales pipeline from lead to close. Discover how to:

• Track and manage sales opportunities
• Leverage data-driven insights for smarter selling
• Automate follow-ups and lead nurturing
• Align sales and service for a seamless customer journey

🔄 End-to-End CRM Integration

Learn how to combine Sales + Service for a holistic customer experience.
Example: In a car dealership, Sales tracks leads and closes deals, while Customer Service ensures post-sale satisfaction—creating loyal, repeat customers.

🎯 Specialized Workshop Topics Include:

• Custom CRM Strategy Mapping
  Align Dynamics 365 with your business goals and customer service ethos.
• AI & Automation in CRM
  Use AI to enhance case routing, customer insights, and predictive service.
• Copilot Integration
  Explore how Microsoft Copilot can assist agents and sales reps with real-time suggestions, summaries, and automation.
• Data Governance & Security
  Ensure compliance and protect customer data while scaling your CRM solution.
• Industry-Specific Scenarios
  Tailored workshops for verticals like automotive, retail, healthcare, and more.

Ready to Transform Your Dynamics 365 CE (CRM) Systems?

Contact Dynamics Edge today to schedule your Custom Dynamics 365 CE (CRM) Training Workshop.
Let’s build a solution that fits your team, your customers, and your future.

👉 Call or inquire now — and let’s drive your customer engagement to the nex