Overview
Discover Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate.
Microsoft Dynamics 365 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.
Skills Covered
After completing this module, students will be able to:
- 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
- Work with Omnichannel
- Work with Connected Customer Service
- Work with Customer Service Scheduling
- Work with Customer Service Insights
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.
Course Curriculum
Prerequisites
This course is designed for functional consultants working with Dynamics 365 Customer Service, or functional consultants who work with other Dynamics 365 apps who want to expand their knowledge of Customer Service.
The prerequisites above can be achieved by completing the following courses:
Download Course Syllabus
Course Modules
Customer service is a key aspect of any customer relationship management strategy. Microsoft Dynamics 365 Customer Service has many features that organizations can use to manage the services they provide to customers.
Learning objectives
In this module, you will:
- Learn about the pieces of Dynamics 365 Customer Service
- Learn how to optimize Dynamics 365 Customer Service to improve your customer relation
Microsoft Dynamics 365 for Customer Service lets organizations better serve their customers and manage agent caseloads by providing a wide range of case management options. Whether agents are looking for more efficient ways to create cases or better ways to manage the case lifecycle, the case management tools in Microsoft Dynamics 365 can help them throughout the management process.
Learning objectives
Let’s take a look at the following:
- Examine the case resolution process in Dynamics 365 from beginning to end
- Identify the different options that are available for creating and defining cases
- Use business process flows to guide agents through case resolution
- Review when and how parent/child cases are used
- Identify when similar cases should be merged
- Work with case status reason transitions, and configure custom status transitions
Prerequisites
Basic understanding of how to move around in the Dynamics 365 Customer Service application and a working knowledge of the core records that are available.
Customer support centers often use queues to manage the routing of cases that come in, so that they are handled in an organized and timely manner.
Learning objectives
Let’s take a look at the following:
- Identify the different types of Microsoft Dynamics 365 queues that are available
- Create a queue, and define queue members
- Assign, pick, and release queue items
- Define routing rule sets to move items to specific queues
- Set up other Dynamics 365 tables so that they can be used with queues
Prerequisites
The target audience should have a basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing cases in Dynamics 365 is also helpful.
Learn how to create records by using the automatic creation and update rules functionality. Additionally, you will learn how to use multiple conditions in a single rule to create records differently based on the results.
Learning objectives
In this module, you will:
- Learn about automatic record creation and review instances where you can use it.
- Review the process of defining rules by using the Customer Service Hub app.
- Examine rule items, how they’re used within a rule, and the process for defining them within a rule.
- Learn how to use Microsoft Power Automate to create the record in the application.
- Learn how to configure the Power Automate flow to map a contact manually.
- Examine how to use the activity monitor to review the status of rules that are being processed.
Prerequisites
Basic understanding of the Microsoft Dynamics 365 Customer Service application
To ensure that customers are satisfied with the service that’s being provided, many organizations will connect incoming work items, such as cases, phone calls, or chat requests, to the most qualified agent to assist with each specific need.
Learning objectives
In this module, you’ll:
- Learn about basic routing.
- Set up unified routing.
- Create and manage user setup.
- Learn about queues and workstreams.
Prerequisites
Basic knowledge of the Customer Service app
This module will focus on Microsoft Dynamics 365 entitlements and how they’re used to define and track information about support contracts. It includes information about creating and defining entitlements, setting up entitlement terms and types, defining related records, and managing the entitlement lifecycle.
Learning objectives
In this module, you will:
- Create and define entitlement records
- Control when an entitlement is applied
- Define specific entitlement terms and supported channels
- Define entitlements that are product-specific or contact-specific
- Work with multiple entitlement records for a specific customer
- Use entitlement templates to quickly create new entitlements
Prerequisites
The target audience should have a basic understanding of how to move around the Microsoft Dynamics 365 application. Familiarity with creating and managing cases, and with Dynamics 365 service level agreements (SLAs), is also helpful.
Do you have service level agreements with your customers? This module will focus on Dynamics 365 Service Level Agreements (SLAs) and how they can be leveraged to define and track KPIs including defining business closures and working hour schedules, determining SLA triggering conditions, defining SLAs, building SLA items, managing SLAs, and working with SLA pause statuses.
Learning objectives
In this module, you will:
- Determine which KPIs are being measured with SLAs
- Define Business Closures and Working Hours
- Create SLAs including triggering conditions, and actions
- Build SLA Items
- Define custom KPIs
- Enable SLAs for multiple entities
- Manage SLAs for an organization
Prerequisites
A basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing cases, as well as Dynamics 365 Entitlement is also helpful.
This module will focus on building knowledge management solutions by using Microsoft Dynamics 365. It provides an overview of the different knowledge management options that are available, and includes information about defining knowledge articles, managing article versions, and publishing articles.
Learning objectives
In this module, you will:
- Identify scenarios where knowledge articles can be used
- Create and define knowledge articles in Dynamics 365
- Manage the knowledge article lifecycle
- Control article version, translation, and publishing options
Prerequisites
The target audience should have a basic understanding of how to move around the Dynamics 365 application and a working knowledge of the core records that are available. Familiarity with creating and managing cases in Dynamics 365 is also helpful.
This module will focus on how to use the Knowledge Management capabilities of Dynamics 365 to resolve cases inside Dynamics 365 including how to customize Dynamics 365 entities to consume Knowledge Articles, searching for and linking knowledge Articles, controlling article display options, and using article analytics to drive Knowledge Manage options.
Learning objectives
In this module, you will:
- Configure Dynamics 365 Entities for use with Knowledge Management
- Define and control Article display options on entities
- Search for and use Articles to resolve Dynamics 365 cases
- View and manage Knowledge Article Analytics
Prerequisites
Target Audience should have a basic understanding of how to navigate the Dynamics 365 application, as well as a working knowledge of the core records available. Familiarity with creating and managing cases, as well as how to create Knowledge Articles in Dynamics is also helpful.
Learn how to create a survey project with Dynamics 365 Customer Voice.
Learning objectives
In this module, you will:
- Learn about Dynamics 365 Customer Voice and how it can benefit an organization.
- Create your first project.
- Discover the high-level features and functionality of a project.
Obtaining customer feedback can help you make better business decisions. In this module, you will get started with creating surveys.
Learning objectives
In this module, you will:
- Create your first survey with a theme and custom branding.
- Learn when to use branching rules to guide respondents through a survey.
- Personalize surveys with variables.
Prerequisites
Basic understanding of the Microsoft Dynamics 365 Customer Voice app
Learn about the various methods that Dynamics 365 Customer Voice provides to help you send powerful surveys to capture feedback from customers and employees.
Learning objectives
In this module, you will:
- Learn how to create email templates to send from Dynamics 365 Customer Voice.
- Learn how to email surveys directly from Dynamics 365 Customer Voice.
- Discover the different methods of sending surveys, including with direct links and QR codes.
- Send survey reminders and learn how to interpret the survey distribution report.
Prerequisites
Completion of the Create customer surveys with Dynamics 365 Customer Voice module
Create a personalized and automated customer feedback experience by using Microsoft Power Automate.
Learning objectives
In this module, you will:
- Learn about the role that Power Automate plays when you are setting up projects and surveys in Dynamics 365 Customer Voice.
- Discover the purpose of using variables to further customize surveys.
- Create a flow in Power Automate to create and send survey invitations to customers.
Dynamics 365 Customer Service includes capabilities to help you effectively schedule staff and other resources to provide service to customers at the organization’s locations.
Learning objectives
In this module, you will:
- Get started with Customer Service scheduling.
- Learn how to set up Customer Service scheduling.
- Discover how to define resources.
Prerequisites
Basic knowledge of the Dynamics 365 Customer Service application
Learn how to define and schedule services with Dynamics 365 Customer Service to provide service to customers at the organization’s locations.
Learning objectives
In this module, you will:
- Learn how to define services.
- Discover how to configure fulfillment preferences.
- Learn how to create and schedule service activities.
Prerequisites
Basic knowledge of the Dynamics 365 Customer Service application
With Customer Service workspace, you can ensure that agents are equipped with the core customer service capabilities that they are accustomed to using with the Customer Service Hub app. It will also provide agents with the ability have multiple sessions open at a time in a single workspace experience.
Learning objectives
In this module, you will:
- View and edit records.
- Work with cases.
Prerequisites
Basic knowledge of the Microsoft Dynamics 365 Customer Service application
With the App profile manager feature, your organization can create targeted app experiences for agents and supervisors who work with the Microsoft Dynamics 365 Customer Service workspace and Omnichannel for Customer Service apps.
Learning objectives
In this module, you will:
- Learn about the App profile manager feature, when it’s available, and how to access it.
- Create custom profiles with the user interface.
- Define which channels and productivity features are available within a profile.
- Configure session templates.
- Create application tab templates.
- Create notification templates and use notification fields.
- Review associate session and notification templates with workstreams.
Prerequisites
Basic understanding of the Dynamics 365 Customer Service application
With Omnichannel for Dynamics 365 Customer Service, agents can service multiple customers across different channels directly from within their Dynamics 365 environment. This module introduces the features and functionality of Omnichannel.
Learning objectives
In this module, you will:
- Learn about agent experience and managing sessions.
- Work with conversations and customer summaries.
Prerequisites
Basic understanding of Dynamics 365 Customer Service
Unified routing is an intelligent, scalable, and enterprise grade routing and assignment capability. It can direct the incoming work item to the best suited queue and agent by adhering to work item requirements and matching them with the agent’s capabilities.
Learning objectives
In this module, you’ll:
- Set up the components that are involved in classification and assignment of work items.
- Classify work items and route work to employees.
- Set up queues to distribute work.
- Run diagnostics.
Prerequisites
Basic knowledge of the Customer Service app
Learn how to use Short Message Service (SMS) messages to initiate support requests with support organizations.
Learning objectives
In this module, you’ll:
- Configure an SMS channel.
- Configure phone numbers and messaging accounts such as TeleSign and Twilio.
- Configure SMS workstream and workstream options.
- Route SMS conversations.
- Set up additional settings.
Prerequisites
Basic understanding of the Dynamics 365 Customer Service app
A chat widget lets customers connect with service agents and assists in resolving their queries quickly. This module covers the process of deploying chat widgets with Omnichannel for Dynamics 365 Customer Service.
Learning objectives
In this module, you will:
- Create a chat channel.
- Allow chat transcripts and file downloads.
- Work with pre-chat and post-chat surveys.
- Embed a chat widget in a portal.
Prerequisites
Basic understanding of Dynamics 365 Customer Service
Do you want to build custom bots and plug them into environments to provide relevant recommendations to agents? This module teaches you how to create adaptive cards and custom bots and how to enable the Productivity pane.
Learning objectives
In this module, you will:
- Write adaptive cards that render content for a smart assist bot.
- Build a smart assist bot.
- Create a bot user.
- Add a smart assist bot to a workstream.
- Enable the Productivity pane.
Prerequisites
To use smart assist, you must deploy the Dynamics 365 Productivity Tools solution in your environment. You can download it free from Microsoft AppSource.
Microsoft Dynamics 365 Customer Service Insights uses AI to automatically group your cases into topics by using natural language understanding, such as grouping defective product cases into a single topic. Topics allow you to discover and adapt to current and emerging trends, identify problem areas, and improve brand sentiment. By pinpointing and fixing issues before they impact customers, you can deliver better customer service experiences. This module will examine how Customer Service Insights can impact your organization.
Learning objectives
In this module, you will:
- Learn about Customer Service Insights and what it can provide for an organization.
- Examine how to configure Customer Service Insights for your organization.
- Learn about installing Power BI app for Customer Service Insights to gain insights.
- Discover the different dashboards that are available.
Prerequisites
Knowledge of Dynamics 365 Customer Service
Microsoft Dynamics 365 Customer Service includes several features for reporting and displaying data to help users manage their case workload. This module will examine the options that are provided by Customer Service.
Learning objectives
In this module, you will:
- Review the data reporting and visualization options in Dynamics 365 Customer Service.
- Discover how to create charts.
- Learn how to use and create tier 1 and tier 2 interactive dashboards.
- Discover how to use Microsoft Power BI to view Dynamics 365 Customer Service data.
Prerequisites
Knowledge of Dynamics 365 Customer Service
The Connected Customer Service Add-in for Microsoft Dynamics 365 integrates Internet of Things (IoT) devices with Microsoft Dynamics 365 Customer Service to help organizations create a proactive approach to providing service to customers.
Learning objectives
In this module, you will:
- Learn about the Connected Customer Service Add-in for Microsoft Dynamics 365.
- Choose a deployment type.
- Install the Connected Customer Service Add-in.
- Learn about customer assets and IoT alerts.
Prerequisites
Basic knowledge of the Dynamics 365 Customer Service application
Connected Customer Service integrates IoT devices with Dynamics 365 Customer Service to help organizations create an approach to providing service to customers. Additionally, it enables the registration, monitoring, and management of IoT devices into your organization’s business processes.
Learning objectives
In this module, you will:
- Learn how to register IoT devices.
- Discover how to create IoT alerts and convert alerts to cases.
- Learn about the required security roles for Connected Customer Service.
- Discover how to manage interactions with IoT devices.
- Learn about sending commands to IoT devices.
Prerequisites
Basic knowledge of the Dynamics 365 Customer Service application
Learn how to use Microsoft Power Platform to create custom apps for Microsoft Dynamics 365 Customer Service.
Learning objectives
In this module, you will:
- Learn how you can use Microsoft Power Platform to customize Dynamics 365 Customer Service.
- Learn how to create apps from Microsoft Power Apps for Customer Service.
- Learn how to deploy a self-service portal for Customer Service.
- Discover how to customize case management.
Prerequisites
Knowledge of Dynamics 365 Customer Service
Learn how to integrate a Power Virtual Agents bot with Omnichannel for Microsoft Dynamics 365 Customer Service.
Learning objectives
In this module, you will:
- Create an Azure Active Directory application.
- Configure the Power Virtual Agents bot.
- Configure Omnichannel for Customer Service.
Prerequisites
Basic understanding of bots and Dynamics 365 Customer Service
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Training Options
- ILT: Instructor-Led Training
- VILT: Virtual Instructor-Led Training
Exam & Certification
Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate.
If you have strong applied knowledge of Customer Service, along with experience implementing Dynamics 365 omnichannel solutions that focus on service, quality, reliability, efficiency, and customer satisfaction, the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate certification could be a great fit for you.
In addition, this certification demonstrates that you know how to collaborate with a customer engagement administrator to implement and upgrade Microsoft Power Platform components, including knowledge management, customer feedback, and connected services.
Training & Certification Guide
If you’re a functional consultant responsible for configuring and implementing Dynamics 365 solutions for customers, you can use this certification to shine a light on your skills and to help advance your career.
A Dynamics 365 Customer Service functional consultant implements omnichannel solutions that focus on service, quality, reliability, efficiency, and customer satisfaction. As a functional consultant, you know how to work with project managers, developers, and solution architects. You need a minimum of one to three years of experience as a functional consultant implementing Dynamics 365.
This exam measures your ability to accomplish the following technical tasks: manage cases and Knowledge Management; manage queues, entitlements, and service-level agreements; implement scheduling; implement Omnichannel for Customer Service; and manage analytics.
Skills measured:
- Manage cases and Knowledge Management (20-25%)
- Manage queues, entitlements, and service-level agreements (SLAs) (15-20%)
- Implement scheduling (10-15%)
- Implement Omnichannel for Customer Service (30-35%)
- Manage analytics (10-15%)
When you earn a certification or learn a new skill, celebrate your accomplishment with your network. It often takes less than a minute to update your LinkedIn profile and share your achievements, highlight your skills, and help boost your career potential. Here’s how:
- If you’ve earned a certification already, follow the instructions in the congratulations email you received. Or find your badge on your Certification Dashboard, and follow the instructions there to share it. (You’ll be transferred to the Credly website.)
- For more information on badges, check out the Certification badges FAQ.
- To add specific skills to your LinkedIn profile, go to your profile page and update the Skills and endorsements section. Tip: We recommend that you choose skills listed in the skills outline guide for your certification.
When your Dynamics 365 Customer Service Functional Consultant Associate certification expires, we’ve got good news. You can renew your current certifications by passing a free renewal assessment on Microsoft Learn—anytime within six months before your certification expires. For more details, read our blog post, Stay current with in-demand skills through free certification renewals.
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Whether you’re an established professional or new to the field, Microsoft in-person and online IT training and certification will give you the expertise you need in a specific product or technology. When you learn from our expert Microsoft Certified Trainers, be assured that what you’ll learn will be accurate, complete, and up to date. Choose training that aligns with your budget, from instructor-led classroom or live virtual training, self-paced on-demand, blended learning or on-site private classes.
In this blog post we reveal the 5 reasons why role-based tech training & certification is the secret to business success.
Microsoft Certifications 2022: 10 Things to Look for in an IT Program for Your Employees
We live in a rapidly changing world of technology, where every day brings innovation. How can you keep pace in this era of digital transformation? Microsoft technologies, offers a comprehensive collection of training options and a wide array of role-based certifications to help you pick up new skills or brush up on old ones.
Microsoft Certification 2022: 10 Reasons to Earn a MSFT Certification
Why get certified?
There’s a high demand today for IT professionals with skills in security, networking, and the cloud—and, according to the 2018 Pearson VUE report on the value of IT certification, those are the top three fields people sought certification in last year. There’s also a rapidly growing demand for people with AI skills—in every field, including business apps.
But it’s not only developers, cloud solution architects, and cybersecurity experts, however, who need to demonstrate their skills. More and more industry roles require proficiency in specialized skills. As the business world continues its digital transformation, the need for people with skills using the latest technologies increases, which means that sales managers, marketers, brand developers, data analysts, and business apps solution developers and architects can also benefit from certification.
Frequently Asked Questions
Are you ready to validate that you can implement innovative customer connections as the business environment evolves and changes? As a Customer Service functional consultant, you have a passion for providing Customer Service solutions that satisfy customer needs. Certifications signal that you have what it takes to build a new future—for your organization and your customers.
Earning a Microsoft Certification is globally recognized and industry-endorsed evidence of mastering real world skills. It shows you demonstrate proficiency in keeping pace with technology. It’s a career move that yields many positive results.
Getting a Microsoft Certification is also a great way to break into the tech industry. A Microsoft Certification immediately confers a level of authority and expertise, especially helpful for someone new to the industry.
The number of questions on a certification exam is subject to change as Microsoft make updates to ensure it aligns with current changes in the technology and job role. Most Microsoft Certification exams typically contain between 40-60 questions; and around 60-140 minutes.
Starting June 30 2021, all newly earned role-based and specialty certifications will be valid for one year from the date the certification was earned.
To stay up to date, IT pros are constantly learning and adding skills. The IDC study concluded that Microsoft Learning Partners such as Trainocate Malaysia which was recently awarded 2021 Microsoft Learning Partner of the Year are well positioned to help organizations achieve their business and learning goals. The IT leaders who were surveyed found the most value from a Learning Partner that provides:
- An end-to-end solution which starts with identifying skill gaps, simplifies the learning experience, and finishes by evaluating how well the Learning Partner met the organization goals.
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MB-210T01: Microsoft Dynamics 365 Sales
Learn to manage customer, organizations, automate and best practices in this official 1-day Microsoft Dynamics 365 Sales course.
If you’re a functional consultant, a professional working with Microsoft Dynamics 365 Sales, or a developer looking to hone your consulting skills, this certification training could help give your career a boost. It lets you market yourself more effectively for projects and shows your organization that you can use Dynamics 365 Sales to empower the sales force.
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Deep-dive into the core features and configurations of Microsoft Dynamics 365 Marketing needed to drive business growth and validate your expertise with the Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate certification.
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Leverage your Dynamics 365 model-driven applications skills and data modeling principles. This certification lets the world know that you’re considered qualified to build and implement solutions that use Power Apps, Power BI, and Power Virtual Agents.
PL-400T00: Microsoft Power Platform Developer
Software development is core to the digital transformation in organizations around the world. Companies are investing in evolving technology, and they need devs who understand the next generation of automation.
If you have a passion for designing, developing, securing, and extending Microsoft Power Platform solutions, this certification could be for you.
Gain expertise required to create solution components, including application enhancements, custom user experience, system integrations, data conversions, custom process automation, and custom visualizations.
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Lead successful implementations and focus on how solutions address the broader business and technical needs of organizations.
If you have experience using your technical expertise to drive Microsoft Power Platform projects that seamlessly combine developer and business needs and that optimize solutions for your organization, the new Microsoft Certified: Power Platform Solution Architect Expert certification is designed for you.