MB-230T01: Microsoft Dynamics 365 Customer Service

This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, sMicrosoft Dynamics 365 Customer Service offers any organization an opportunity for...
$2,670
Brand
SKU:
MB-230T01
Duration:
3 Days
Delivery:
Virtual Classroom
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MB-230T01: Microsoft Dynamics 365 Customer Service

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.

Pre-requisites

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.

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
  • Work with Omnichannel
  • Work with Connected Customer Service
  • Work with Customer Service Scheduling
  • Work with Customer Service Insights
  • Work with Microsoft Power Platform
  • Work with Customer Service workspaces

Course Content

MB-230T01: Microsoft Dynamics 365 Customer Service

  • Lesson 1: Work with Cases

    In this lesson you will learn about working with Cases in Dynamics 365 Customer Service.

    • Lesson 1: Get started with Cases
    • Lesson 2: Managing Cases
    • Lesson 3: Use queues to manage case workloads
    • Lesson 4: Create or update records automatically
    • Lesson 5: Unified routing


    After completing this lesson, students will be able to:

    • Create and manage Cases
    • Work with queues and unified routing
    • Create or update records automatically
  • Lesson 2: Work with entitlements and service level agreements

    In this lesson you will learn how to create and manage entitlements and service level agreements

    • Lesson 1: Create and manage entitlements
    • Lesson 2: Create and manage service level agreements


    After completing this lesson you will be able to:

    • Create and manage entitlements
    • Create and manage service level agreements
  • Lesson 3: Work with knowledge management

    In this lesson you will learn how to create knowledge management solutions, and use knowledge articles to resolve cases

    • Lesson 1: Create knowledge management solutions
    • Lesson 2: Use knowledge articles to resolve cases
    • Lesson 3: Create and manage SLAs


    After completing this lesson, students will be able to:

    • Create and use knowledge management solutions
    • Use knowledge articles to resolve cases
  • Lesson 4: Create surveys with Customer Voice

    In this lesson you will learn how to engage with customers using Dynamics 365 Customer Voice.

    • Lesson 1: Create a survey project
    • Lesson 2: Create surveys
    • Lesson 3: Send surveys
    • Lesson 4: Automate surveys


    After completing this lesson, students will be able to:

    • Work with Dynamics 365 Customer Voice to send surveys to customers and collect feedback
  • Lesson 5: Schedule services

    In this lesson, you will learn how to schedule services and resources using Customer Service Scheduling

    • Lesson 1: Configure Customer Service Scheduling
    • Lesson 2: Schedule services


    After completing this lesson, students will be able to:

    • Schedule services and resources using Dynamics 365 Customer Service Scheduling
  • Lesson 6: Work with Dynamics 365 Customer Service workspaces

    In this lesson, you will learn how to use Customer Service workspaces

    • Lesson 1: Enhance agent productivity
    • Lesson 2: App profile manager


    After completing this lesson, students will be able to:

    • Use customer service workspaces to enhance agent productivity
    • Use the app profile manager
  • Lesson 7: Omnichannel for Dynamics 365 Customer Service

    In this lesson, you will learn how to use Omnichannel for Dynamics 365 Customer Service

    • Lesson 1: Getting started
    • Lesson 2: Routing and work distribution
    • Lesson 3: Deploy an SMS channel
    • Lesson 4: Deploy chat widgets
    • Lesson 5: Create smart assist solutions


    After completing this lesson, students will be able to:

    • Work with Omnichannel for Dynamics 365 Customer Service
  • Lesson 8: Manage analytics and insights

    In this lesson, you will learn how to work with insights in Customer Service to use Artificial Intelligence (AI) in your Dynamics 365 Customer Service solution.

    • Lesson 1: Get started
    • Lesson 2: Create visualizations


    After completing this lesson, students will be able to:

    • Work with insights in Customer Service to use Artificial Intelligence (AI) in your Dynamics 365 Customer Service solution.
    • Create visualizations in Customer Service
  • Lesson 9: Connected Customer Service

    In this lesson, you will learn how to use Connected Customer Service to proactively handle customer service scenarios

    • Lesson 1: Getting started
    • Lesson 2: Registering and managing devices


    After completing this lesson, students will be able to:

    • Work with Connected Customer Service
    • Register and manage devices
  • Lesson 10: Implement Microsoft Power Platform

    In this lesson, you will learn how to work with the Microsoft Power Platform to enhance your Dynamics 365 Customer Service solution

    • Lesson 1: Create custom apps
    • Lesson 2: Integrate a Power Virtual Agents bot


    After completing this lesson, students will be able to:

    • Create custom apps in Microsoft Power Platform for your Customer Service solution
    • Integrate a Power Virtual Agents bot

FAQs

  • How do I enrol in this online training?

    You can enrol in this training on our website and make an online payment using any of the following option

    • Visa Credit or Debit Card
    • MasterCard
    • American Express
    • Diners Club
    • PayPal

    Once payment is received, you will automatically receive a payment receipt and access information via email.

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