MB-230 Dynamics 365 Customer Service

Price
Net:
VAT:

Price
Price on Request

Duration
4 days

For companies and job seekers:
this course is 100% fundable!
 

Location

Course Language
English

Training Solutions
Online Live

Modern service organizations are facing increasing expectations in terms of speed, quality, and consistency. Digital platforms bundle processes, data, and interactions into an integrated customer experience. Current cloud solutions create the basis for efficient processes, transparent communication, and sustainable service quality.

Key topics

  • Architecture and core functions of Dynamics 365 Customer Service.
  • Omnichannel approaches for consistent customer interactions.
  • Knowledge management and intelligent case handling.
  • Automation, workflows, and service level logic.
  • Evaluation of service data and performance metrics.

Prerequisite
Basic understanding of CRM concepts, service processes, or digital customer service, as well as initial experience with Microsoft cloud applications.

Target group
Specialist and IT-related roles in customer service, support, process management, and consulting who use service-oriented systems strategically and operationally.

Digital service platforms are becoming key control instruments for customer satisfaction and efficiency. In-depth knowledge of modern service architectures strengthens the ability to implement complex requirements in a structured manner and to further develop service processes in the long term.
 

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Course content
  • Create case records
  • Related service applications
  • Analyses for service
  • AI for service
  • Configure customer service
  • Case Management Overview
  • Creating case files
  • Queue management
  • Forwarding cases
  • Resolving cases
  • SLA and authorization overview
  • Create and manage permissions
  • Create and manage SLAs
  • Overview of knowledge management
  • Writing and organizing
  • Using knowledge content
  • Managing knowledge content

Frequently Asked Questions

  • This training course teaches participants how to efficiently handle service requests, manage cases, use knowledge bases, and organize customer processes with Microsoft Dynamics 365 Customer Service.
  • Using real-world scenarios, this guide demonstrates how to digitally map service processes, centrally manage inquiries, and structure support workflows.
  • Key areas of focus include case management, queues, knowledge base articles, service level agreements (SLAs), omnichannel capabilities, and the automation of service processes.
  • A central knowledge database ensures consistent responses and faster processing times. The training program demonstrates how to efficiently manage and utilize existing knowledge.
  • This training course teaches participants how to use rules, priorities, queues, and automation to organize support processes in a transparent and traceable manner.
  • All relevant customer information, communication channels, and service cases are consolidated in one place. This makes it easier to track and coordinate processes.
  • This training course provides hands-on instruction on how to use the key features of Dynamics 365 Customer Service—from handling individual cases to optimizing entire service processes.
  • A structured customer service process improves the handling of inquiries, increases transparency in support, and creates a reliable foundation for long-term customer relationships.

Do you have any further questions? Please contact us.