Microsoft Dynamics 365 Customer Service MB230 - United Kingdom

Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules:

Module 1: Get Started with Dynamics 365 Customer Service

• Introducing Dynamics 365 Customer Service
• Customer Service Core Components
• Understand the Modern Customer Journey

Module 2: Managing Cases with Dynamics 365 Customer Service Hub

• Case Management Overview
• Case Creation and Lifecycle
• Considerations for Case Creation Automation
• Exercise - Create and Resolve Cases
• Case Management Scenarios
• Case Management Dashboard Scenarios
• Case Management Work with Cases Scenarios
• Work with Status Reason Transitions
• Exercise - Manage Cases in Microsoft Dynamics 365

Module 3: Use Microsoft Dynamics 365 Customer Service Queues to Manage Case Workloads

• Introduction to Microsoft Dynamics 365 Queues
• Configure Tables for Queues
• Create a Microsoft Dynamics 365 Queue
• Work with Queues
• Exercise - Use Queues to Manage Case Workloads
• Routing Rule Sets
• Exercise - Use Routing Rules to Assign Cases to Specific Queues

Module 4: Create or Update Records Automatically in Customer Service Hub

• Introduction
• Set Up Rules to Create or Update Records Automatically
• Configure Rules for Creating or Updating Records Automatically
• Map Records Manually with Power Automate
• Complete and Activate your Rule
• Use the Activity Monitor to Review and Track Rules

Module 5: Get Started with Unified Routing for Dynamics 365 Customer Service

• Introduction
• Route Cases by Using Basic Routing Rule Sets
• Set Up Unified Routing
• Create and Manage Users
• Create and Manage Queues for Unified Routing
• Set Up Workstreams for Record Routing

Module 6: Create and Manage Entitlements in Dynamics 365 Customer Service

• Overview of Entitlements
• Create Entitlement Records
• Work with Entitlement Channels
• Other Considerations
• Exercise - Manage Support Contracts by Using Entitlements
• Define Entitlement Templates

Module 7: Create Knowledge Management Solutions in Dynamics 365 Customer Service

• Knowledge Management Overview
• Create and Define Knowledge Articles
• Knowledge Article Lifecycle
• Manage Knowledge Article Versions, Categories, and Translations
• Knowledge Article Publication
• Exercise - Create and Maintain Knowledge Articles

Module 8: Use Knowledge Articles to Resolve Dynamics 365 Customer Service Cases

• Knowledge Article and Case Resolution Overview
• Enable and Configure Entities for Knowledge Search
• Configure Article Search and Display Options
• Search for Knowledge Articles
• Exercise - Resolve Microsoft Dynamics 365 Cases by Using Knowledge Articles
• Article Analytics

Module 9: Create a Survey Project with Dynamics 365 Customer Voice

• Introduction
• Dynamics 365 Customer Voice
• Projects in Dynamics 365 Customer Voice
• Create Your First Project
• Exercise - Create a Basic Project

Module 10: Create Customer Surveys with Dynamics 365 Customer Voice

• Introduction
• Survey Headers and Branding
• Add Branching Logic to Surveys
• Personalise a Survey with Variables
• Add Satisfaction Metrics to a Survey and Project
• Add Multiple Languages for your Surveys
• Exercise - Create a Basic Survey

Module 11: Send Dynamics 365 Customer Voice Surveys

• Introduction
• Create and Personalise Email Templates
• Translate Email Templates into Other Languages
• Email a Survey
• Upload CSV Files
• Use Links and QR Codes
• Analyse Survey Reports
• Exercise - Create an Email Template

Module 12: Automate Dynamics 365 Customer Voice Surveys with Power Automate

• Introduction
• Send a Survey with Power Automate
• Create an Invitation
• Expand Variables to Further Customise Surveys
• Use the Locale Variable for Multilingual Surveys
• Use Variables for Follow-Up Actions
• Exercise – Create a Survey Invitation

Module 13: Set up Customer Service Scheduling

• Introduction
• Set Up Service Scheduling
• Define Resources

Module 14: Schedule Services with Customer Service Scheduling

• Introduction
• Set Up Fulfillment Preferences
• Create Service Activities
• Schedule Service Activities

Module 15: Enhance Agent Productivity with Customer Services Workspace

• Introduction
• Explore the Customer Service Workspace User Interface
• View and Edit Records
• Work with Case Records
• Use the Productivity Pane in Customer Service Workspace

Module 16: Create Custom Experiences for Agents with Agent Experience Profiles in Customer Service

• Introduction
• Create and Use Agent Experience Profiles to Manage Apps
• Application Tab Templates
• Session Templates
• Manage Notification Settings and Templates
• Use Templates in Workstreams

Module 17: Getting Started with Omnichannel for Customer Service

• Introduction to Omnichannel for Customer Service
• Use the Agent Interface
• Manage Sessions and Work with Applications
• Work with Conversations
• Work with Customer Information
• Helping an Agent's Productivity
• Helping an Agent's Productivity

Module 18: Route and Distribute Work with Unified Routing in Dynamics 365 Customer Service

• Introduction
• Set Up Work Classification
• Route Items to Queues
• Set Up Work Assignments in Queues
• Get Started with Intelligent Routing
• Diagnostics

Module 19: Deploy an SMS Channel in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Configure Phone Numbers and Messaging Accounts
• Configure SMS Workstream
• Configure SMS Workstream Options
• Route SMS Conversations
• Configure Additional Settings

Module 20: Deploy Chat Widgets with Omnichannel for Dynamics 365 Customer Service

• Introduction to Chat Channels
• Set Up a Workstream for Chat
• Create a Chat Channel
• Allow Chat Transcripts and File Downloads
• Work with Prechat and Post-Chat Surveys
• Embed a Chat Widget in a Portal
• Use Proactive Chat

Module 21: Create Smart Assist Solutions in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Work with Microsoft Adaptive Cards
• Build a Smart Assist Bot
• Integrate a Smart Assist Bot with Omnichannel for Customer Service

Module 22: Get Started with Customer Service Insights

• Introduction to Customer Service Insights
• Configure Customer Service Insights
• Use Customer Service Analytics Dashboards in Power BI
• Discover Customer Service Insights Dashboards
• Discover Knowledge Search Analytics

Module 23: Create Visualisations for Dynamics 365 Customer Service

• Introduction
• Create and Use Charts
• Create Dashboards for Customer Service
• Use Power BI to View Customer Service Data

Module 24: Get Started with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Choose a Deployment Type
• Install Connected Customer Service
• Customer Assets and Iot Alerts

Module 25: Register and Manage Devices with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Generate Alerts from Iot Devices
• Device Management and Interaction
• Create and Send Commands to Iot Devices

Module 26: Create Custom Apps for Dynamics 365 Customer Service

• Introduction
• Create Power Apps for Dynamics 365 Customer Service
• Deploy a Self-Service Portal for Customer Service
• Customise Case Management

Module 27: Integrate a Power Virtual Agents bot with Omnichannel for Customer Service

• Introduction
• Create an Azure Active Directory application
• Configure the Power Virtual Agents bot
• Configure Omnichannel for Customer Service

Who should attend this Microsoft Dynamics 365 Customer Service MB230 Course?

The Microsoft Dynamics 365 Customer Service (MB230) Course is designed to equip professionals with the knowledge and skills required to utilise the Customer Service capabilities of the Dynamics 365 Customer Service application. It is particularly beneficial for Functional Consultants, alongside professionals such as:

• Customer Service Managers
• Help Desk Managers
• Contact Center Managers
• CRM Implementation Consultants
• CRM Project Managers
• IT Managers
• Consultants

Prerequisites of the Microsoft Dynamics 365 Customer Service MB230 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Customer Service MB230 Course.

Microsoft Dynamics 365 Customer Service MB230 Course Overview

The Microsoft Dynamics 365 Customer Service MB230 Course offers comprehensive training on utilising Dynamics 365 for customer service management. It covers essential concepts, tools, and techniques for delivering exceptional customer service experiences and building lasting customer relationships.

Customer service, support, and helpdesk professionals must master Dynamics 365 Customer Service to enhance service efficiency and boost customer satisfaction. Proficiency in Dynamics 365 Customer Service enables them to streamline processes, resolve issues promptly, and deliver exceptional support experiences, fostering stronger relationships with customers and improving business outcomes.

This 3-day training by the Knowledge Academy equips delegates with practical skills and knowledge in utilising Dynamics 365 for Customer Service. Through interactive sessions and real-world examples, participants will learn to manage cases, resolve customer issues, and deliver personalised support.

Course Objectives

• To understand the key features and functionalities of Dynamics 365 for Customer Service
• To learn to manage cases and queues efficiently using Dynamics 365
• To explore knowledge management and self-service options for customers
• To gain insights into service analytics and reporting capabilities
• To prepare for the Microsoft Dynamics 365 Customer Service certification exam

Upon completion, participants will be proficient in leveraging Dynamics 365 for Customer Service to deliver superior support experiences, enhance customer satisfaction, and drive business success.

What’s included in this Microsoft Dynamics 365 Customer Service MB230 Course?

• World-Class Training Sessions from Experienced Instructors 
• Digital Delegate Pack