Module 1: Manage cases, workloads, and service commitments in Dynamics 365 Customer Service
Build the operational foundation for consistent customer service. Learn how representatives manage cases in Copilot Service workspace, organize work with queues, measure response and resolution commitments with service-level agreements, and define the support customers receive through entitlements.
Module 2: Work with knowledge management in Dynamics 365 Customer Service
Create a trusted knowledge foundation for representatives and AI-assisted service. Configure knowledge management, author and govern articles, connect internal and external knowledge sources, improve search and filtering, and use relevant articles to resolve cases consistently.
Module 3: Route and distribute work in Dynamics 365 Customer Service
Turn incoming email and records into controlled, assignable work. Configure the representatives, presence, capacity, queues, workstreams, classification, prioritization, assignment rules, and skills that unified routing uses to direct work and support reliable service outcomes.
Module 4: Configure AI and the service representative experience
Design an AI-enabled service experience that helps representatives understand case context, follow consistent processes, and collaborate effectively. Configure Copilot and AI agents for case management, tailor Copilot Service workspace with experience profiles, automate repetitive work with scripts and macros, and connect representatives with relevant expertise through Microsoft Teams.
Module 5: Work with customer engagement channels in Dynamics 365 Customer Service
Connect customer interactions to consistent service experiences in Dynamics 365 Customer Service. Explore how engagement channels preserve customer and case context, follow the conversation lifecycle in Copilot Service workspace, and configure email intake that creates traceable work, prevents duplicate cases, and routes requests to the right representatives.
Module 6: Extend and analyze Dynamics 365 Customer Service
Adapt Dynamics 365 Customer Service to changing service needs and turn operational and customer feedback into actionable improvements. Extend Customer Service with Microsoft Power Platform, analyze performance with reports and dashboards, and capture case-resolution feedback with Dynamics 365 Customer Voice.