Overview of Course

MB-230T01: Microsoft Dynamics 365 Customer Service is a training course that helps participants learn the skills necessary to configure and manage customer service in a Dynamics 365 environment.

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Course Highlights

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Understand the key concepts of customer service management in Dynamics 365

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Learn how to configure customer service settings in Dynamics 365

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Understand how to manage cases, knowledge base articles, and queues




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Skills You’ll Learn

#1

Configuring customer service settings

#2

Creating and managing cases, knowledge base articles, and queues

#3

Using automation to streamline customer service operations

#4

Configuring and managing entitlements and service level agreements (SLAs)

Training Options

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1-on-1 Training

USD 400/INR 31100
  • Option Item Access to live online classes
  • Option Item Flexible schedule including weekends
  • Option Item Hands-on exercises with virtual labs
  • Option Item Session recordings and learning courseware included
  • Option Item 24X7 learner support and assistance
  • Option Item Book a free demo before you commit!
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Corporate Training

On Request
  • Option Item Everything in 1-on-1 Training plus
  • Option Item Custom Curriculum
  • Option Item Extended access to virtual labs
  • Option Item Detailed reporting of every candidate
  • Option Item Projects and assessments
  • Option Item Consulting Support
  • Option Item Training aligned to business outcomes
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Course Reviews

Curriculum

  • Introduction to finance and operations apps
  • Report creation and integration with finance and operations apps
  • Lab: Navigating the finance and operations apps
  • Lab: Exploring Excel integration

  • Dynamics 365 Finance core capabilities
  • General ledger exploration
  • Accounts payable and accounts receivable exploration
  • Expense management, fixed asset management, and budgeting exploration
  • Lab: Creating a free text invoice
  • Lab: Creating a main account

  • General capabilities of Dynamics 365 Supply Chain Management
  • Warehouse and inventory capabilities exploration
  • Manufacturing strategies exploration in Dynamics 365 Supply Chain Management
  • Lab: Creating a product offering with various sizes and colors
  • Lab: Creating a purchase order
  • Lab: Creating a counting journal
  • Lab: Creating a production order

  • Dynamics 365 Commerce capabilities exploration
  • Microsoft Dynamics 365 B2B e-commerce, Store Commerce, and Clienteling exploration
  • Lab: Creating a product assortment

  • Dynamics 365 Human Resources core capabilities exploration
  • Personnel management capabilities exploration in Dynamics 365 Human Resources

  • Project life cycle management capabilities identification in Dynamics 365 Project Operations
  • Project planning and execution capabilities exploration in Dynamics 365 Project Operations
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Description

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Target Audience:

  • Individuals looking to learn how to configure and manage customer service operations in a Dynamics 365 environment
  • Customer service managers and professionals
  • Technical consultants
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Prerequisite:

  • Basic understanding of Microsoft Dynamics 365
  • Knowledge of customer service processes and best practices
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Benefits of the course:

  • Gain an in-depth understanding of managing customer service operations in a Dynamics 365 environment
  • Learn how to configure and manage cases, knowledge base articles, and queues
  • Gain hands-on experience in using automation to streamline customer service operations
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Exam details to pass the course:

  • Exam MB-230: Microsoft Dynamics 365 for Customer Service
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Certification path:

  • Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate
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Career options:

  • Dynamics 365 Customer Service Functional Consultant
  • Customer Service Manager
  • Technical Consultant

Why should you take this course from Skillzcafe:

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Why should you take this course from Skillzcafe:
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FAQs

The course is delivered in a virtual instructor-led format.

No, there is no prerequisite required for this course.

You will learn the fundamentals of Microsoft Dynamics 365 for Finance and Operations and gain an understanding of its key components, including Finance, Supply Chain Management, and Retail.

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