Course MB-230T01-A: Microsoft Dynamics 365 Customer Service

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

Outcome

• Install and configure the customer service application
• Identify common customer service scenarios

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

Outcome

• Open and resolve customer service cases
• Automate case creation and routing

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

Outcome

• Create and use service level agreements
• Create and use entitlements

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

Outcome

• Create and manage knowledge content

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

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

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

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