Top expected tickets and corresponding training
- I can't see or edit a record
User permissions are a frequent source of tickets after a Dynamics 365 rollout, as users might be assigned incorrect or insufficient security roles.
- My data isn't showing up or syncing
Issues with data synchronization, especially with tools like Outlook or integrations with other systems, are common post-implementation.
- The system is slow or freezing
Performance issues can be caused by server load, network bottlenecks, or inefficient customizations.
- I'm having issues with workflows or business rules
Automated processes, while intended to streamline work, can fail if their underlying logic is incorrect or if dependencies are missing.
Training and deployment strategy
- Hands-on sandbox training: Give agents access to a sandbox environment that mirrors production. Use role-playing and mock ticket scenarios to simulate the issues they will face.
- Comprehensive knowledge base: Build a searchable knowledge base with step-by-step guides for troubleshooting each common issue, along with templates for standard communications.
- Dedicated escalation channel: Set up a clear escalation path to the technical team or implementation partner for complex issues involving custom code, integrations, or system-level configuration.
- Leverage Microsoft Learn: Use official Microsoft Learn content for structured learning paths on Dynamics 365 Customer Service or specific modules.
- Pilot phase and feedback: Before a full rollout, launch a pilot with a small group of users. Use the ticket data and feedback from this group to refine training materials and identify new issues.