Business Applications Category Banner Image

Microsoft MB-230T01 - Microsoft Dynamics 365 Customer Service

  • Length 3 days
Course overview
View dates &
book now

Why study this course

Microsoft Dynamics 365 for Customer Service offers any organisation 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 the team of globally-recognised 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.

Request Course Information


What you’ll learn

After completing this course, students will be able to:

  • Manage cases and Knowledge Management

  • Manage entitlements

  • Implement scheduling

  • Implement multi-session experiences for Customer Service

  • Manage analytics and insights

  • Implement Connected Customer Service

  • Implement routing


Microsoft Partner Cloud Logo

Microsoft Dynamics 365 at Lumify Work

Lumify Work is your best choice for training and certification in any of Microsoft’s leading technologies and services. We’ve been delivering effective training across all Microsoft products for over 30 years, and are proud to be Australia's and New Zealand’s first and largest Microsoft Gold Learning Solutions Partner. All Lumify Work Microsoft Dynamics 365 courses follow Microsoft Official Curriculum (MOC) and are led by Microsoft Certified Trainers. Join more than 5,000 students who attend our quality Microsoft courses every year.


Who is the course for?

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.


Course subjects

  • Get started with Dynamics 365 Customer Service

  • Managing cases with Dynamics 365 Customer Service Hub

  • Use Microsoft Dynamics 365 Customer Service queues to manage case workloads

  • Create or update records automatically in Customer Service Hub

  • Get started with unified routing for Dynamics 365 Customer Service

  • Create and manage entitlements in Microsoft Dynamics 365 Customer Service

  • Create knowledge management solutions in Dynamics 365 Customer Service

  • Use knowledge articles to resolve Dynamics 365 Customer Service cases

  • Create a survey project with Dynamics 365 Customer Voice

  • Create customer surveys with Dynamics 365 Customer Voice

  • Send Dynamics 365 Customer Voice surveys

  • Automate Dynamics 365 Customer Voice surveys with Power Automate

  • Set up Customer Service scheduling

  • Schedule services with Customer Service scheduling

  • Enhance agent productivity with Customer Service workspace

  • Create custom experiences for agents with agent experience profiles in Customer Service

  • Getting started with Omnichannel for Customer Service

  • Route and distribute work with unified routing in Dynamics 365 Customer Service

  • Deploy an SMS channel in Omnichannel for Dynamics 365 Customer Service

  • Deploy chat widgets with Omnichannel for Dynamics 365 Customer Service

  • Create smart assist solutions in Omnichannel for Dynamics 365 Customer Service

  • Get started with Customer Service Insights

  • Create visualisations for Dynamics 365 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

  • Create custom apps for Dynamics 365 Customer Service

  • Integrate a Power Virtual Agents bot with Omnichannel for Customer Service


Prerequisites

This course is designed for functional consultants working with Dynamics 365 Customer Service, or functional consultants who work with other Dynamics 365 apps who want to expand their knowledge of Customer Service.


Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.


Request Course Information

Personalise your schedule with Lumify USchedule

Interested in a course that we have not yet scheduled? Get in touch, and ask for your preferred date and time. We can work together to make it happen.



Offers

Continue your learning experience online with Lumify Plus
Lumify Plus (formerly DDLS Plus) is your online learning pathway to extend knowledge beyond courses. Get resources to help you practice what you learned and prepare for future courses, exams and certifications.