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TrainingBusiness applications / Business ApplicationsMB-230

MB-230Microsoft · authorised trainingLeads to an exam

Implement customer service solutions using Microsoft Dynamics 365 Customer Service

Microsoft Dynamics 365 for 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 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.

Duration
4 days
Level
Intermediate
Provider
Microsoft
Topic
Business applications / Business Applications

Course outline

  • Create case records
  • Related service apps
  • Analytics for service
  • AI for service
  • Configuring customer service
  • Module summary
  • Case management overview
  • Creating case records
  • Queue management
  • Case routing
  • Resolving cases
  • Module summary
  • SLA and entitlement overview
  • Create and manage entitlements
  • Create and manage SLAs
  • Module summary
  • Knowledge management overview
  • Authoring and organizing
  • Use knowledge content
  • Manage knowledge content
  • Module summary

Skills you will gain

  • Install and configure the customer service app
  • Identify common customer service scenarios
  • Complete a case resolution process
  • Analyze customer service data
  • Automate case management record processing
  • Create and use knowledge articles
  • Create and use entitlements and service level agreements

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.

Prerequisites

  • This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 work load administrator certification paths.

Certification

Exam

MB-230 - Microsoft Dynamics 365 for Customer Service

This course prepares you for this exam.

Exam details