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

Course code: NP474

Transform customer experiences with the MB-230: Microsoft Dynamics 365 Customer Service. Designed for functional consultants and professionals working with Dynamics 365, this intermediate-level course teaches you how to manage customer cases, automate workflows, implement knowledge management, and leverage omnichannel capabilities. Learn how to optimize your customer service operations using advanced features like unified routing, Customer Voice, IoT integration, and Power Platform tools. With real-world labs and hands-on demos, you'll be fully prepared to take the MB-230 certification exam and confidently implement customer-focused solutions using Microsoft Dynamics 365.

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Course dates

Starting date: Upon request

Guaranteed

Type: Self-paced

Course duration: 32 hours

Language: en

Price without VAT: 285 EUR

Register

Starting date: Upon request

Guaranteed

Type: Self-paced

Course duration: 32 hours

Language: en

Price without VAT: 75 EUR

Register

Starting
date
Place
Type Course
duration
Language Price without VAT
G Upon request Self-paced 32 hours en 285 EUR Register
G Upon request Self-paced 32 hours en 75 EUR Register
G Guaranteed course

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Course description

Configure and Implement Case Management

Automate record creation and routing using Power Automate.

Manage Service Operations

Handle queues, SLAs, entitlements, and knowledge articles efficiently.

Deploy Omnichannel Communications

Enable chat, SMS, and bots for seamless customer interactions.

Create and Automate Feedback Loops

Design surveys with Customer Voice and automate response handling.

Course structure

Lesson 1: Work with Cases in Dynamics 365 Customer Service

Module 1.1: Get Started with Dynamics 365 Customer Service

Module 1.2: Managing Cases with Dynamics 365 Customer Service Hub

Module 1.3: Manage Cases with Dynamics 365 Customer Service Workspace

Module 1.4: Use Microsoft Dynamics 365 Customer Service Queues to Manage Case Workloads

Module 1.5: Service Representative Collaboration in Dynamics 365 Customer Service

Module 1.6: Configure Copilot in Dynamics 365 Customer Service

Module 1.7: Create or Update Records Automatically in Customer Service Hub

Lesson 2: Work with Entitlements and Service Level Agreements in Dynamics 365 Customer Service

Module 2.1: Work with Service-Level Agreements in Dynamics 365 Customer Service

Module 2.2: Create and Manage Entitlements in Microsoft Dynamics 365 Customer Service

Lesson 3: Work with Knowledge Management Solutions in Dynamics 365 Customer Service

Module 3.1: Create Knowledge Management Solutions in Dynamics 365 Customer Service

Module 3.2: Search and Filter Knowledge Articles by Using Dynamics 365 Customer Service

Module 3.3: Use Knowledge Articles to Resolve Dynamics 365 Customer Service Cases

Lesson 4: Help Service Reps Be More Productive in Dynamics 365 Customer Service

Module 4.1: Create Custom Experiences for Service Representatives with Agent Experience Profiles in Customer Service

Module 4.2: Enhance Representative Productivity with Customer Service Workspace

Module 4.3: Manage Cases with Dynamics 365 Customer Service Workspace

Module 4.4: Enhance Service Representative Productivity and Personalization in Omnichannel for Customer Service

Module 4.5: Enhance Service Representative Productivity and Personalization in Customer Service Hub

Module 4.6: Get Started with Dynamics 365 Productivity Tools

Module 4.7: Create Smart Assist Solutions in Contact Center for Dynamics 365 Customer Service

Lesson 5: Route and Distribute Work in Dynamics 365 Customer Service

Module 5.1: Get Started with Unified Routing for Dynamics 365 Customer Service

Module 5.2: Route and Distribute Work with Unified Routing in Dynamics 365 Customer Service

Module 5.3: Use Skill-Based Routing in Dynamics 365 Customer Service

Module 5.4: Entity Record Routing with Omnichannel for Dynamics 365 Customer Service

Lesson 6: Connect and Engage with Customers with Omnichannel for Dynamics 365 Customer Service

Module 6.1: Get Started with Omnichannel for Customer Service

Module 6.2: Deploy Chat Widgets with Omnichannel for Dynamics 365 Customer Service

Module 6.3: Deploy a Voice Channel in Dynamics 365 Customer Service

Module 6.4: Deploy an SMS Channel in Omnichannel for Dynamics 365 Customer Service

Module 6.5: Deploy Social Messaging Channels in Omnichannel for Dynamics 365 Customer Service

Module 6.6: Set Up Apple Message for Business and Google Business Messages as Channels in Dynamics 365 Customer Service

Module 6.7: Integrate a Microsoft Copilot Studio Copilot with Omnichannel for Customer Service

Lesson 7: Create Surveys with Dynamics 365 Customer Voice

Module 7.1: Create a Survey Project with Dynamics 365 Customer Voice

Module 7.2: Create Customer Surveys with Dynamics 365 Customer Voice

Module 7.3: Send Dynamics 365 Customer Voice Surveys

Module 7.4: Automate Dynamics 365 Customer Voice Surveys with Power Automate

Module 7.5: Embed Surveys in Your Website with Dynamics 365 Customer Voice

Module 7.6: Create Customer Power BI Reports in Dynamics 365 Customer Voice

Lesson 8: Get Started with Dynamics 365 Customer Service Scheduling

Module 8.1: Set Up Customer Service Scheduling

Module 8.2: Schedule Services with Customer Service Scheduling

Lesson 9: Work with Customer Service Insights

Module 9.1: Get Started with Customer Service Insights

Module 9.2: Create Visualizations for Dynamics 365 Customer Service

Lesson 10: Use Connected Customer Service with Dynamics 365

Module 10.1: Get Started with Connected Customer Service for Dynamics 365 and Azure IoT

Module 10.2: Register and Manage Devices with Connected Customer Service for Dynamics 365 and Azure IoT

Prerequisites

  • Functional consulting experience with Dynamics 365
  • Familiarity with customer service processes
  • Experience with Microsoft Power Platform is a plus

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