MS CRM Customer Service Tutoring

Job ID: 40165164

Budget: ₹1,500 – ₹12,500 INR

I’d like to book a series of live, 2-hour screen-share sessions—five to seven in total—where you walk me through the more advanced pieces of Dynamics 365 Customer Service. My current understanding is intermediate, so we can skip the absolute basics and dive straight into what matters to me:

• setting up and managing queues, SLAs, routing rules and hand-offs
• using XRM ToolBox and other customization techniques to tailor forms, fields and workflows
• configuring Copilot, WhatsApp, voice and SMS as customer-facing channels and making sure they run smoothly together

Each session should be highly interactive: real configurations inside a sandbox, plenty of Q&A, and clear next-step assignments I can try on my own before we meet again. I’m in India and would prefer someone in the same timezone for easier scheduling.

At the end I expect:
• recordings or detailed notes from every session
• any reference material, links or scripts used during the demos
• confirmation that all my open questions have been addressed

If you’ve already guided others through similar topics, let me know and we can lock in a start date right away.