Udemy

Microsoft Dynamics 365 Customer Service Expert

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  • 67 Students
  • Updated 3/2026
4.1
(15 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
3 Hour(s) 26 Minute(s)
Language
English
Taught by
Neeraj Sharma MVP
Rating
4.1
(15 Ratings)

Course Overview

Microsoft Dynamics 365 Customer Service Expert

Dynamics 365 Contact Center,MB-230,Microsoft Dynamics 365 Customer Service, Dynamics 365 CRM, Customer Service Copilot

The Dynamics 365 Customer Service course focuses on Demonstrations and covers key topics.

It's also an Excellent Resource for MB-230 exam preparation.

Customer Service one of widely adopted Module of Dynamics 365 Customer Engagement (CE) / CRM.

This Course Includes

  • Setting of environment

  • Importing Data

  • Customer Management.

  • Case Management

  • Service-level agreements (SLA)

  • Entitlements for Service terms

  • knowledge base Management

  • Copilot Studio Integration

  • AI & Copilot Features

  • Dashboards & Reports

  • Model Driven Power Apps

This Course is suitable for End users , Power Users , Functional Consultant , Technical Consultants and Also for Admins.

This course is also suitable for Dynamics 365 Contact Center users, since many features are shared between both products.

I have also included Some of Demonstrations for Sales Hub App so that you also get an Idea for Microsoft Dynamics 365 Sales and it compares with Dynamics 365 Customer Service.

After doing this course you will be fully confident to use Microsoft Dynamics 365 Customer Service to its full potential.

This Course will Also help you to clear you Exam MB-230 easily .

Since Microsoft regularly updates its products, I plan to update this basic course monthly by adding added content.

I will be happy to help you further based on your queries, feel free to reach me on Neeraj@bizzinnovate.com

Wish you all the Best

Course Content

  • 15 section(s)
  • 21 lecture(s)
  • Section 1 Course Introduction
  • Section 2 Free Trial Setup & License Types
  • Section 3 Case Managment
  • Section 4 Customer Service Apps
  • Section 5 Case Entitlements
  • Section 6 Service Level Agreements (SLA)
  • Section 7 Knowledge Base Management (Articles)
  • Section 8 Service Scheduling
  • Section 9 Customer Service Integration with Copilot Studio
  • Section 10 Agents & Copilot Features
  • Section 11 Customer Service & Sales Comparison
  • Section 12 Customer management
  • Section 13 Dashboards & Reports
  • Section 14 Data Import
  • Section 15 Review & What's Next

What You’ll Learn

  • Understand Complete Case Management, SLAs & Entitlements, Customer Service Copilot, Copilot Studio with Customer Service, Dashboards & Reports, KB Articles Managements, Contact Center


Reviews

  • N
    Nehal
    5.0

    very detailed content, thanks

  • N
    Naim Mehyar
    1.0

    Very bad, not an updated course; many things changed, showing only steps; no illustration about the topic or the business behind it; and also, the English accent is bad.

  • O
    Oliver Davis
    2.5

    I can't seem to access the same screens on my trial as the trainer, so it's hard to follow I would have also appreciated an intro module on what to expect from the MB-230 exam

  • J
    Jennifer Hill
    5.0

    very nice course, practical based

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