MB-230 : Dynamics 365 Customer Service

MB-230 : Dynamics 365 Customer Service


  Intermediate

Regular Price : $2400.00
Offer Price :$1999.00

Course Overview

Microsoft Dynamics 365 Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up your time to dedicate it where you can have a greater impact, directly with your customers.

Join our team of globally recognized experts as they take you step by step from creating cases to interacting with customers to resolving those cases. Once you’ve resolved those cases you can learn from data analysis the key details to help you resolve similar cases faster or avoid new issues altogether.

Audience profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Job role: Functional Consultant

Course Outline

Learning Path 1: Case Management

  • Get started with Dynamics 365 Customer Service
  • Managing cases with Dynamics 365 Customer Service
  • Use Microsoft Dynamics 365 Customer Service queues to manage case workloads
  • Create or update records automatically in Customer Service Hub
  • Unified routing in Dynamics 365 Customer Service

Learning Path 2: Entitlements & SLA’s

  • Entitlements
  • Service Level Agreements

Learning Path 3: Knowledge Management

  • Create knowledge management solutions in Dynamics 365 Customer Service
  • Configure knowledge management article searching functionality
  • Use knowledge articles to resolve Dynamics 365 Customer Service cases

Learning Path 4: Multi Session Experiences

  • Enhance agent productivity with Customer Service workspace
  • Create custom experiences for agents with the App profile manager in Customer Service

Learning Path 5: Routing

  • Examine routing options available
  • Basic routing
  • Getting Started with Unified Routing

Learning Path 6: Omnichannel for Dynamics 365 Customer Service

  • Get started with Omnichannel for Customer Service
  • Configure message channels in Omnichannel for Customer Service
  • Deploy chat widgets in Omnichannel for Customer Service

Learning Path 7: Customer Voice

  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys
  • Automate Dynamics 365 Customer Voice surveys with Power Automate

Learning Path 8: Service Scheduling

  • Configure Customer Service scheduling
  • Schedule services with Customer Service scheduling

Learning Path 9: Analytics & Insights

  • Get started with Customer Service Insights
  • Create visualizations for Customer Service
  • Omnichannel Insights

Learning Path 10: Connected Customer Service

  • Get started with Connected Customer Service for Dynamics 365 and Azure IoT
  • Register and manage devices with Connected Customer  Service for Dynamics 365 and Azure IoT

Learning Path 11: Power Platform for Customer Service

  • Create custom apps for Dynamics 365 Customer Service
  • Integrate a Power Virtual Agents bot with Omnichannel for Customer Service

Course Objectives

Skills gained

  • Install and configure the customer service app
  • Identify common customer service scenarios
  • Complete a case resolution process
  • Analyze customer service data
  • Automate case management record processing
  • Create and use knowledge articles
  • Create and use entitlements and service level agreements

Pre-requisites

This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 work load administrator certification paths.

Related Certifications & Courses
MB-210 : Microsoft Dynamics 365 Sales
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This course includes:

  • Official MS Learn Courseware
  • Exam Preps
  • Achievement Badge from Microsoft
  • Course Completion Certificate
  • Post Training Support
  • Experienced & Certified Instructors
  • Train from AnyWhere
  • Interactive Hands-On Labs
  • Personalized Learning Plans
  • Flexible Scheduling
  • Accredited Training
  • Cost-Effective Pricing

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