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MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

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$1,600.00

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Why Join this Course?

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Master the Customer Service Module

Gain deep expertise in Microsoft Dynamics 365 Customer Service, covering case management, knowledge management, and service level agreements.

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Hands-on Practice with Real-World Scenarios

Engage in practical labs and case studies designed to enhance your problem-solving skills in customer service environments.

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Learn Key Tools for Automation

Discover how to streamline customer service workflows using Power Automate and Power Apps, crucial for modern customer service functions.

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Implement Omnichannel Engagement

Understand how to manage customer service interactions across multiple channels, including chat, email, and social media.

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Gain Proficiency in AI Integration

Learn how to leverage AI-powered features in Dynamics 365 to enhance customer service, including virtual agents and predictive analytics.

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Develop Expertise in Customization

Learn to customize forms, views, and reports within Dynamics 365, tailoring the platform to meet specific business needs.

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Excel in Customer Insights and Analytics

Utilize Dynamics 365’s integrated analytics tools to track key metrics, improving decision-making and customer satisfaction.

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Boost Career Prospects with Certification

Earning the MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant certification demonstrates your ability to implement and optimize customer service solutions.

Course Overview

The MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant course is designed for professionals looking to gain expertise in managing customer service operations using Microsoft Dynamics 365. This course covers key aspects of the platform, focusing on case management, knowledge management, service level agreements (SLAs), and customer engagement across multiple channels. It’s ideal for those who want to become proficient in the implementation, configuration, and customization of Dynamics 365 to enhance customer satisfaction and streamline service processes.

Through this course, you will gain a deep understanding of how to effectively manage and optimize customer service solutions. Learn how to provide exceptional service by using tools within Dynamics 365, such as customer service insights, case management automation, and AI-driven customer support features. By mastering the core features of this powerful tool, you will enhance your ability to offer responsive, efficient, and seamless customer experiences in today’s competitive landscape.

The MB-230 certification course offers a comprehensive approach to learning, including hands-on labs and real-world case studies, ensuring you are prepared to tackle everyday challenges in customer service management. With Skill-Curve’s industry-aligned curriculum, expert instructors, and flexible learning options, you’ll gain the skills needed to drive customer service excellence within your organization.

Course Objectives

  • Master Case Management:
Learn to manage and resolve customer cases efficiently, ensuring quick resolutions and enhancing customer satisfaction.
  • Optimize Service Delivery:
Understand how to design and implement service level agreements (SLAs) to monitor and manage customer service performance, ensuring optimal service delivery.
  • Leverage Knowledge Management:
Gain proficiency in creating, managing, and utilizing a knowledge base that improves customer service efficiency by providing agents with relevant solutions.
  • Implement Omnichannel Engagement:
Learn how to use Dynamics 365 to provide consistent and seamless support across various communication channels like phone, chat, email, and social media.
  • Automate Customer Service Processes:
Develop the ability to streamline service operations by automating workflows, reducing response times, and improving agent productivity.
  • Gain Insights through Analytics:
Use customer service insights and reporting tools to analyze service metrics, helping you to make data-driven decisions that enhance service quality.
  • Configure Customer Service Features:
Learn to configure and customize Dynamics 365 for customer service, ensuring it aligns with your organization’s unique requirements and business goals.

Prerequisites

  • Basic Understanding of Customer Service Principles:
Familiarity with fundamental customer service processes and strategies, including case management, service level agreements (SLAs), and customer support workflows.
  • Experience with Microsoft Dynamics 365:
Although not mandatory, prior exposure to Dynamics 365, especially its modules related to customer relationship management (CRM), will be beneficial. This includes an understanding of its interface, functionalities, and core features.
  • Familiarity with Business Applications:
A background in using or implementing business applications related to customer service, sales, or marketing will help in understanding the broader context of Dynamics 365 within an organization.
  • Knowledge of IT Systems and Tools:
Basic knowledge of IT infrastructure and systems, such as cloud computing and enterprise solutions, can aid in navigating the Dynamics 365 platform more efficiently.
  • Strong Communication Skills:
As a consultant in the customer service domain, strong verbal and written communication skills are essential for analyzing requirements, conveying technical details to non-technical users, and managing client relationships.

Training Outcomes

Master Dynamics 365 Customer Service Modules

Gain comprehensive knowledge of the core Dynamics 365 Customer Service functionalities, including case management and customer interaction tracking.

Implement Service Level Agreements (SLAs)

Learn to define, configure, and manage SLAs in Dynamics 365 to ensure that customer service meets organizational standards.

Enhance Customer Service Efficiency

Understand how to streamline and automate service workflows to improve operational efficiency and customer satisfaction.

Configure Omnichannel Engagement

Acquire the skills to configure and manage multichannel customer service, including chat, voice, and social media channels.

Analyze Customer Feedback and Insights

Learn how to use Microsoft Dynamics 365’s built-in analytics to assess customer satisfaction, feedback, and agent performance.

Optimize Knowledge Management

Implement a robust knowledge base within Dynamics 365 to enhance agent responses and reduce resolution times for customer queries.

Integrate with Other Microsoft Dynamics Modules

Master integration techniques between Customer Service and other Dynamics modules, such as Sales and Field Service, for a seamless experience.

Enable Data-Driven Decision Making

Understand how to leverage data insights from Dynamics 365 to make informed decisions that improve customer service outcomes and business processes.

Course Modules

  • Overview of Microsoft Dynamics 365 Customer Service module
  • Key features and functionalities of the platform
  • How Dynamics 365 integrates within the broader CRM ecosystem
  • Introduction to case management, knowledge management, and service requests
  • Setting up and navigating the customer service interface
  • Understanding case creation and management workflows
  • How to configure service request types and case stages
  • Setting up and managing case resolution processes
  • Configuring case routing and prioritization rules
  • Customizing case forms, views, and dashboards for better agent efficiency
  • Understanding SLAs and their importance in customer service
  • Configuring SLAs for response and resolution time tracking
  • How to create and manage multiple SLA metrics
  • Setting up and monitoring SLA breaches and compliance reports
  • Customizing SLA alerts and automated workflows to ensure timely responses
  • Setting up and maintaining a knowledge base for customer service agents
  • Creating, editing, and categorizing knowledge articles
  • Ensuring agents can easily access relevant information during customer interactions
  • Using AI and search capabilities for knowledge discovery
  • Configuring feedback loops and continuous knowledge base improvement
  • Overview of omnichannel customer service strategy
  • Integrating communication channels like live chat, email, social media, and more
  • Configuring omnichannel routing to ensure consistent customer experiences
  • Setting up service queues and customer interaction routing for agents
  • Monitoring and analyzing omnichannel customer service metrics
  • Using Microsoft Dynamics 365 for data-driven decision-making
  • Configuring performance analytics dashboards and reports
  • Understanding key performance indicators (KPIs) in customer service
  • Creating custom reports for specific team needs (agents, supervisors)
  • Leveraging Dynamics 365 Insights for proactive service improvement
  • Introduction to Power Automate and its role in customer service automation
  • Automating routine tasks like case escalation, follow-ups, and notifications
  • Configuring triggers and actions within the customer service environment
  • Using templates to streamline automation processes
  • How automation improves operational efficiency and reduces manual workload
  • Understanding integration opportunities between Customer Service and other Dynamics 365 modules (e.g., Sales, Marketing, Field Service)
  • Configuring cross-module workflows and data synchronization
  • Ensuring consistency and data integrity across the entire Dynamics 365 system
  • Benefits of an integrated CRM system in delivering holistic customer experiences
  • Exploring advanced configuration options for custom entities, fields, and views
  • Customizing case forms, business rules, and workflows to meet specific business requirements
  • Using the Power Platform to extend Dynamics 365 functionality (e.g., Power Apps, Power Automate)
  • Best practices for managing complex customer service scenarios
  • Customizing security roles, permissions, and access for customer service professionals
  • Testing configurations to ensure optimal functionality
  • Identifying and troubleshooting common issues in case management, SLAs, and automation
  • Best practices for diagnosing and resolving system performance issues
  • Continuous optimization techniques for improving user adoption and system efficiency
  • Leveraging customer feedback and agent performance data for ongoing improvements

Frequently Asked Questions

The MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant course teaches you how to configure and manage customer service operations using Microsoft Dynamics 365, covering areas like case management, service level agreements (SLAs), and omnichannel service features.

This course is designed for professionals working as functional consultants, customer service managers, or those involved in customer service process optimization using Dynamics 365.

There are no formal prerequisites, but a basic understanding of Dynamics 365 and customer service operations is recommended to get the most from the course.

The course can be completed in 3-5 weeks, with flexible learning options like self-paced and instructor-led formats to suit your schedule.

Yes, upon completing the course, you will earn a Skill-Curve Certification in Microsoft Dynamics 365 Customer Service Functional Consultancy.

The course is divided into modules focusing on topics like case management, SLAs, knowledge management, and omnichannel service. The curriculum is aligned with the official Microsoft certification exam.

The content is directly aligned with the official Microsoft certification exam objectives, ensuring you’re fully prepared for the exam.

  • Enhance your expertise in customer service with Dynamics 365
  • Gain a globally recognized certification
  • Improve career prospects in customer service and Dynamics 365 consultancy

Yes, the course is perfect for experienced professionals looking to deepen their knowledge of Dynamics 365 tools and improve operational efficiency.

To enroll, visit the Skill-Curve website and choose your preferred learning format. Registration is quick and easy.

What Our Learners Say

Sarah D.
Sarah D.Senior Consultant
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"The MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant course equipped me with the practical skills needed to handle complex service scenarios. The real-world applications were perfect for expanding my expertise."
Rajesh K.
Rajesh K.IT Project Manager
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Skill-Curve’s approach to teaching Dynamics 365 for customer service was clear and efficient. The course not only helped me gain the certification but also enabled me to implement the tools seamlessly into my daily work."
Amanda L.
Amanda L.Customer Experience Specialist
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"The MB-230 course provided hands-on practice with Dynamics 365 tools that I could immediately apply to enhance customer service operations in my role. I feel confident in my abilities to drive customer satisfaction now."
Thomas G.
Thomas G.Operations Lead
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"I appreciated how the course balanced theory with practice. Skill-Curve made learning easy with in-depth explanations and case studies that helped me gain a real understanding of the Dynamics 365 platform."
Priya S.
Priya S.Customer Service Manager
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"After completing the MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant certification course, I felt fully prepared to manage customer service solutions more effectively. The learning experience has opened new career opportunities for me."

Are You Ready to Upskill Your Career?

Gain in-demand expertise with industry-relevant courses. Learn at your own pace and achieve recognized certifications for career growth.

Are You Ready to Upskill Your Career?

Gain in-demand expertise with industry-relevant courses. Learn at your own pace and achieve recognized certifications for career growth.

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