Course

Microsoft Dynamics 365 Customer Service – Flexible Training («MB230V»)

In this course you will learn to use tools such as automatic case creation and queue management so that you can spend your time where you can make a greater impact, namely directly with your customers.

Vendor code

MB-230

Duration 3 days

Price 2'550.–

Alternative learning format available: Microsoft Dynamics 365 Customer Service – Intensive Training («MB230»)

Course facts

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
Work with Omnichannel
Work with Connected Customer Service
Work with Customer Service Scheduling
Work with Customer Service Insights

Course Outline

Module 1: Customer Service Overview
In this module you will learn the basics of customer service in Dynamics 365. We will install and configure the application as well as learn about security roles, related applications and analytics.
Lessons:

Create case records
Related service apps
Analytics for service
AI for service
Configuring customer service

Module 2: Case Management
In this module you will learn how to open and resolve customer service cases, both manually and with automation.
Lessons:

Case management overview
Creating case records
Queue management
Case routing
Resolving cases

Module 3: Service Level Agreements and Entitlements
In this module you will learn how to define and use entitlements and entitlement templates as well as service level agreements and how these tools enable case resolution.
Lessons:

SLA and entitlement overview
Create and manage entitlements
Create and manage SLAs

Module 4: Knowledge Management
In this module you will learn how to create and use knowledge management. Additionally, you will learn the lifecycle of knowledge articles.
Lessons:

Knowledge management overview
Authoring and organizing
Use knowledge content
Manage knowledge content

Module 5: Omnichannel
In this module, you will learn how to work with Omnichannel for Dynamics 365 Customer Service.
Lessons

Get Started
Entity record routing
Routing and work distribution
Configure message channels
Deploy chat widgets
Create smart assist solutions
Integrate a Power Virtual Agents bot
Productivity tools

Module 6: Customer Service Scheduling
In this module, you will learn how to use the Customer Service Scheduling feature in Dynamics 365 Customer Service.
Lessons

Getting Started with Customer Service Scheduling
Configure Customer Service Scheduling
Defining and working with bookable resources
Working with services
Working with fulfillment preferences
Scheduling service activities
Rescheduling service activities and substituting resources

Module 7: Connected Customer Service
In this module, you will learn how to use Dynamics 365 Connected Customer Service to take data and help execute actual business actions on the data.
Lessons

Getting started with Connected Customer Service
Registering devices
Device management and interaction
IoT alerts and sending commands

Module 8: Customer Service Insights
In this module, you will learn how to work with Customer Service Insights to use Artificial Intelligence (AI) in your Dynamics 365 Customer Service solution.
Lessons

Get started with Customer Service Insights
Work with Customer Service call insights

Component of the following courses

Microsoft Dynamics 365 Customer Service

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.

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