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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 to 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

  • Learn about the pieces of Dynamics 365 Customer Service
  • Learn how to optimize Dynamics 365 Customer Service to improve your customer relations

Who Should Attend

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.
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Prerequisites

  • Basic understanding of customer service processes
  • Familiarity with Dynamics 365 or Microsoft Power Platform is helpful

Learning Journey

Coming Soon...

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.

Skills measured

  • Manage cases and Knowledge Management
  • Manage entitlements and SLAs
  • Implement scheduling
  • Implement multi-session experiences for Customer Service
  • Manage analytics and insights
  • Implement Microsoft Power Platform
  • Implement Connected Customer Service
  • Implement routing
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Frequently Asked Questions (FAQs)

  • Why get Microsoft certified?

    Microsoft certifications validate your skills and expertise in Microsoft technologies and solutions, demonstrating your ability to design, implement, and manage cutting-edge technologies.

    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

Keep Exploring

Course Curriculum

Course Curriculum

Training Schedule

Training Schedule

Exam & Certification

Exam & Certification

FAQs

Frequently Asked Questions

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