Corporate Microsoft Dynamics 365 Customer Service Training Course

Name: Microsoft Dynamics 365 Customer Service Training
Availability: InStock

Edstellar instructor-led Microsoft Dynamics 365 Customer Service training course is designed to equip professionals with the skills to leverage the Dynamics 365 platform to enhance the team’s customer service capabilities. Enroll your team to enhance customer satisfaction and ensure customer service excellence.

Duration

24 - 32 hrs

Delivery Type

Instructor-led Group Training
(Virtual / On-site / Off-site)

Training Available in

10 Languages

Multiple Locations

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Looking for multiple trainings? Get a detailed quote for group training

About Learning Outcomes Key Benefits Course Outline Target Audience Training Modes Certificate Trainers Request a Training Quote

Drive Team Excellence with Microsoft Dynamics 365 Customer Service Corporate Training

Microsoft Dynamics 365 Customer Service is a comprehensive solution designed to support organizations in managing and delivering exceptional customer service. This platform integrates customer data, automates processes, and provides tools for tracking and managing customer interactions, making it an essential asset for improving customer satisfaction and loyalty. The MS Dynamics 365 Customer Service training course is crucial for teams to fully leverage the platform's capabilities, enhancing the customer service teams' efficiency and effectiveness.

Edstellar's instructor-led Microsoft Dynamics 365 Customer Service training course offers a unique blend of virtual/onsite training sessions led by industry experts with years of experience. Our customizable curriculum focuses on practical application and customization of the Dynamics 365 Customer Service platform, ensuring participants gain hands-on experience. This training is curated to meet the needs of global teams, facilitating seamless integration into existing workflows and empowering organizations to elevate customer service standards.

Get Customized Expert-led Training for Your Teams

Customized Training Delivery

Scale Your Training: Small to Large Teams

In-person Onsite, Live Virtual or Hybrid Training Modes

Plan from 2000+ Industry-ready Training Programs

Experience Hands-On Learning from Industry Experts

Delivery Capability Across 100+ Countries & 10+ Languages

Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

Data-driven Decision Making
Data-Driven Decision Making is the ability to analyze data to guide strategic choices. this skill is important for roles in management, marketing, and analytics, as it enhances accuracy and effectiveness in decision-making.
Automation Implementation
Automation Implementation is the process of integrating technology to perform tasks with minimal human intervention. this skill is important for roles in IT, engineering, and operations, as it enhances efficiency, reduces errors, and drives innovation.
Advanced Dynamics 365 Features
Advanced Dynamics 365 Features involve leveraging complex functionalities for enhanced business processes. This skill is important for roles in CRM management and business analysis, driving efficiency and data insights.
Workflow Efficiency Enhancement
Workflow Efficiency Enhancement is the ability to streamline processes for improved productivity. This skill is important for roles in project management and operations, ensuring timely delivery and resource optimization.
Platform Customization
Platform Customization involves tailoring software platforms to meet specific user needs and preferences. This skill is important for roles in software development and UX design, as it enhances user experience and drives engagement.
IT Infrastructure Integration
IT Infrastructure Integration is the ability to seamlessly connect and manage various IT systems and components. this skill is important for roles like systems engineers and network architects, ensuring efficient operations and reduced downtime.

What Your Team Will Achieve After This Training

Utilize analytics and reporting tools within Dynamics 365 to make data-driven decisions and improve customer service strategies
Implement automation features in Microsoft Dynamics 365 to reduce manual tasks and speed up response times for customer inquiries
Apply advanced features of Microsoft Dynamics 365 to enhance customer service operations and workflow efficiency in a professional setting
Customize the Dynamics 365 Customer Service platform to align with specific organizational goals, improving the overall customer experience
Integrate Microsoft Dynamics 365 Customer Service with existing IT infrastructure to streamline customer interaction and data management processes

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both relevant and practical.

Work with Cases

Create and manage cases

Initiating new cases
Effective case management

Work with queues and unified routing

Queue Configuration
Unified Routing Mechanics

Create or update records automatically

Automation for Efficiency
Maintaining Accurate Records

Work with entitlements and service-level agreements

Create and manage entitlements

Setting up entitlements
Operational management of entitlements

Create and manage service-level agreements

SLA creation
SLA performance monitoring

Work with knowledge management

Create and use knowledge management solutions

Developing knowledge articles
Knowledge base utilization

Create and manage SLAs

SLA design and implementation
SLA tracking and optimization

Create surveys with Customer Voice

Create a survey project

Survey design
Survey deployment

Create and send surveys

Engagement strategies

Automate surveys

Survey automation

Create and manage knowledge content

Content creation

Schedule services

Configure Customer Service Scheduling

Scheduling system setup

Schedule services and resources using Dynamics 365 Customer Service Scheduling

Operational scheduling

Omnichannel for Dynamics 365 Customer Service

Routing and work distribution

Omnichannel routing

Deploy an SMS channel

SMS channel setup

Deploy chat widgets

Chat widget integration

Create smart assist solutions

Developing smart assist

Who Should Attend?

This program suits professionals at many levels across the organization, including:

Product Specialists
CRM Managers
Support Specialists
Customer Support Managers
Business Analysts
Service Desk Technicians
CRM Administrators
Customer Success Managers
Technical Support Engineers
Application Consultants
Service Delivery Managers
Solution Architects

What are the Prerequisites?

The Microsoft Dynamics 365 Customer Service training can be taken by professionals who have a basic knowledge of retail operations and familiarity with Microsoft Dynamics 365.

Request a Quote for your Corporate Training Requirements

Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Microsoft Dynamics 365 Customer Service Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide

Standardized content for consistent outcomes

Join from own workspace, no travel

We scale to large groups across sites

Interactive tools keep remote learners engaged

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On-site Microsoft Dynamics 365 Customer Service Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office

We tailor setup/content to your workplace and tools

Group exercises drive collaboration

Live demos + hands-on practice

Direct trainer access to clarify doubts

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Off-site Microsoft Dynamics 365 Customer Service Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice

Built-in group activities for bonding

Full uninterrupted schedule for focus/retention

Boosts morale and signals commitment

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What Sets Edstellar Apart

Experienced Trainers

Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

Proven Quality

With a strong global track record, Edstellar is known for quality and engaging delivery.

Industry-Relevant Curriculum

Our programs are built by experts to match the demands of today's industry.

Fully Customizable

Every program can be tailored to your organization's goals.

Comprehensive Support

We provide pre- and post-session support for a complete learning experience.

Global Multi-Location & Multilingual Training Delivery

We deliver in multiple languages to support diverse global teams.

Hear from Organizations We've Trained

"The Microsoft Dynamics 365 Customer Service training provided me with comprehensive capabilities that elevated my expertise. As a Senior Software Engineer, I needed to understand practical applications deeply, and this exercises gave me hands-on experience with industry best practices. My productivity and technical capabilities have increased dramatically since applying these concepts. Highly recommend for anyone serious about this field.”

Karen Davidson

Senior Software Engineer,

Technology Consulting Services Company

"This Microsoft Dynamics 365 Customer Service course was precisely what I needed to design robust technical mastery architectures. The hands-on approach to real-world case studies and seamless integration with expert-led advanced techniques from this training. This expertise enabled us to secure a transformative contract with a Fortune 100 organization. The comprehensive curriculum has elevated my solution delivery capabilities significantly.”

Tan Kai

Senior Software Engineer,

Enterprise Software Development Firm

"As a Senior Software Engineer overseeing professional expertise initiatives, the Microsoft Dynamics 365 Customer Service training significantly elevated our team's capabilities. The course expertly covered strategic operational effectiveness. Our team delivered record-breaking results in the subsequent quarter, exceeding all targets. Our department has achieved remarkable improvements, demonstrating this course's lasting organizational impact.”

Arjun Reddy

Senior Software Engineer,

Digital Innovation Platform

“Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

Aditi Rao

L&D Head,

A Global Technology Company

Recognition That Motivates Your Team

Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

We have Expert Trainers to Meet Your Microsoft Dynamics 365 Customer Service Training Needs

The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

Yashpreet

New Delhi, India

Trainer since

November 1, 2022

Corporate Microsoft Dynamics 365 Customer Service Training Course

Drive Team Excellence with Microsoft Dynamics 365 Customer Service Corporate Training

Skills Your Employees Will Gain

What Your Team Will Achieve After This Training

Topics & Program Outline

Work with Cases

Work with entitlements and service-level agreements

Work with knowledge management

Create surveys with Customer Voice

Schedule services

Omnichannel for Dynamics 365 Customer Service

Who Should Attend?

What are the Prerequisites?

Choose the Format That Fits Your Team

Get a Proposal Shaped to Your Needs

What Sets Edstellar Apart

Experienced Trainers

Proven Quality

Industry-Relevant Curriculum

Fully Customizable

Comprehensive Support

Global Multi-Location & Multilingual Training Delivery

Hear from Organizations We've Trained

Recognition That Motivates Your Team

We have Expert Trainers to Meet Your Microsoft Dynamics 365 Customer Service Training Needs

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