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Microsoft MB-230T01 - Implement Customer Service Solutions using Dynamics 365 Customer Service

  • Length 3 days
Course overview
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Why study this course

This course 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.

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What you’ll learn

After completing this course, students will be able to:

  • Manage cases in Customer Service

  • Configure representative experience and routing

  • Extend Customer Service


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Microsoft Dynamics 365 at Lumify Work

Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. All Lumify Work Microsoft Dynamics 365 courses follow Microsoft Official Curriculum (MOC) and are led by MCTs.


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

Work with cases in Dynamics 365 Customer Service

  • Get started with Dynamics 365 Customer Service

  • Managing cases with Dynamics 365 Customer Service Hub

  • Managing cases with Dynamics 365 Customer Service workspace

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

  • Service representative collaboration in Dynamics 365 Customer Service

  • Configure Copilot in Dynamics 365 Customer Service

  • Create or update records automatically in Customer Service Hub

Work with entitlements and service level agreements in Dynamics 365 Customer Service

  • Work with service-level agreements in Dynamics 365 Customer Service

  • Create and manage entitlements in Microsoft Dynamics 365 Customer Service

Work with Knowledge Management Solutions in Dynamics 365 Customer Service

  • Create knowledge management solutions in Dynamics 365 Customer Service

  • Search and filter knowledge articles by using Dynamics 365 Customer Service

  • Use knowledge articles to resolve Dynamics 365 Customer Service cases

Help service reps be more productive in Dynamics 365 Customer Service

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

  • Enhance representative productivity with Customer Service workspace

  • Manage cases with Dynamics 365 Customer Service workspace

  • Enhance service representative productivity and personalisation in Omnichannel for Customer Service

  • Enhance service representative productivity and personalisation in Customer Service Hub

  • Get started with Dynamics 365 Productivity Tools

  • Create smart assist solutions in Contact Center for Dynamics 365 Customer Service

Route and distribute work in Dynamics 365 Customer Service

  • Get started with unified routing for Dynamics 365 Customer Service

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

  • Use skill-based routing in Dynamics 365 Customer Service

  • Entity record routing with Omnichannel for Dynamics 365 Customer Service

Connect and engage with customers with Omnichannel for Dynamics 365 Customer Service

  • Get started with Omnichannel for Customer Service

  • Deploy chat widgets with Omnichannel for Dynamics 365 Customer Service

  • Deploy a Voice channel in Dynamics 365 Customer Service

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

  • Deploy social messaging channels in Omnichannel for Dynamics 365 Customer Service

  • Set up Apple Message for Business and Google Business Messages as channels in Dynamics 365 Customer Service

  • Integrate a Microsoft Copilot Studio copilot with Omnichannel for Customer Service

Create surveys with Dynamics 365 Customer Voice

  • 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

  • Embed surveys in your website with Dynamics 365 Customer Voice

  • Create customer Power BI reports in Dynamics 365 Customer Voice

Get started with Dynamics 365 Customer Service scheduling

  • Set up Customer Service scheduling

  • Schedule services with Customer Service scheduling

Work with Customer Service Insights

  • Get started with Customer Service Insights

  • Create visualisations for Dynamics 365 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.


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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.


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