How should access to the queues be configured?

Topic 4, Lamna Healthcare Company (NEW)

Case study

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Background

Lamna Healthcare Company has a call center for the city.

They receive roughly 5,000 calls a day on health issues.

They have the following three departments that take calls daily:

✑ Chronic illnesses

✑ Flu-type illnesses

✑ Geriatric illnesses

There is a fourth area that monitors for miscellaneous issues.

They are implementing Dynamics 365 Customer Service.

Requirements. Queues

✑ A queue has to be set up for each department.

✑ Emails must automatically be routed to the appropriate queue.

✑ Miscellaneous queues must be visible to everyone.

✑ The other queues must be visible only to the appropriate department.

✑ If a case is open more than 30 days, the case must automatically be routed to the supervisor.

✑ There must be a button on the queue list screen to route a case to a supervisor if requested.

Requirements. Visualizations

✑ Support representatives must have a real-time view of cases assigned to them, including the status of each case.

✑ Support representatives must be able to see a graphic view of cases by customer that are assigned to them.

Requirements. Knowledge Base

✑ Support representatives must use the knowledge base first to try to solve issues.

✑ Support representatives must be able to reference the knowledge base when it is used to resolve the case.

✑ The knowledge base article that is used to resolve a case must always be sent to the customer.

✑ If the answer is not in the knowledge base, a support representative needs to create a knowledge base article.

Requirements. Cases

✑ The cases must follow a process that includes identify, research, and resolve.

✑ A confirmation section must be added before the resolve section.

✑ Customers must have contracts that allow them to call Lamna Healthcare 10 times a year for help.

✑ In addition to the 10 free calls, customers must be able to send 15 emails a year for support.

✑ Cases that come in as phone calls must be resolved with seven business days.

✑ Cases that come in as emails must be resolved within three business days.

Requirements. Surveys

✑ Lamna Healthcare sends out about 100,000 surveys a month.

✑ Lamna must use Microsoft Forms Pro for their surveys.

✑ All surveys must have the company logo.

✑ The logo’s company colors must not be changed. Any modifications to the graphic or colors is a breach of company policies.

✑ A survey must automatically be sent once a case is resolved.

✑ A manual survey must be sent if a case is escalated.

✑ A survey must not be sent without confirming that it is accurate.

✑ Supervisors must test a survey before it is finalized.

HOTSPOT

You need to determine the type of queues to create.

How should access to the queues be configured? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Box 1: Private

Miscellaneous queues must be visible to everyone

The other queues must be visible only to the appropriate department.

In Customer Service, you can create two types of queues:

Private queues: Create with limited set of members to help those members easily view the queue items in that queue. Private queues streamline queue items for the members of that queue only and help to remove clutter from other user’s views.

Public queues: Create to let everyone in the organization view the queue and all of its items.

Box 2: Public

Miscellaneous queues must be visible to everyone.

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