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Dynamics 365 Customer Service Functional Consultant Associate MB-230

The Microsoft Dynamics 365 Customer Service Functional Consultant Associate MB-230 training is designed for functional consultants who implement and configure customer service solutions using Microsoft Dynamics 365 Customer Service. The course covers case management, service-level agreements, entitlements, knowledge management, agent productivity, unified routing, Omnichannel for Customer Service, Customer Voice, service scheduling, and Customer Service Insights. Learners develop the skills required to configure customer service processes and solutions that improve service quality, efficiency, reliability, and customer satisfaction.
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Course Description

Key Takeaways
  • Work with cases in Dynamics 365 Customer Service.
  • Manage entitlements and service-level agreements.
  • Configure and use knowledge management solutions.
  • Improve service representative productivity.
  • Configure unified routing and distribute work.
  • Connect and engage with customers through Omnichannel for Customer Service.
  • Create customer surveys using Dynamics 365 Customer Voice.
  • Configure Customer Service scheduling.
  • Work with Customer Service Insights.

Course Outline

Module 1: Work with cases in Dynamics 365 Customer Service

  • Get started with Dynamics 365 Customer Service
  • Managing cases with Dynamics 365 Customer Service Hub
  • Manage cases with Dynamics 365 Customer Service workspace
  • Use Microsoft Dynamics 365 Customer Service queues to manage case workloads
  • Service representative collaboration in Dynamics 365 Customer Service
  • Create or update records automatically in Customer Service Hub

Module 2: Work with entitlements and service level agreements in Dynamics 365 Customer Service

  • Work with service-level agreements in Dynamics 365 Customer Service
  • Create and manage entitlements in Microsoft Dynamics 365 Customer Service

Module 3: Work with Knowledge Management Solutions in Dynamics 365 Customer Service

  • Create knowledge management solutions in Dynamics 365 Customer Service
  • Search and filter knowledge articles by using Dynamics 365 Customer Service
  • Use knowledge articles to resolve Dynamics 365 Customer Service cases

Module 4: Help service reps be more productive in Dynamics 365 Customer Service

  • Create custom experiences for service representatives with agent experience profiles in Customer Service
  • Enhance agent productivity with Customer Service workspace
  • Manage cases with Dynamics 365 Customer Service workspace
  • Enhance service representative productivity and personalization in Omnichannel for Customer Service
  • Enhance service representative productivity and personalization in Customer Service Hub
  • Get started with Dynamics 365 Productivity Tools
  • Create smart assist solutions in Omnichannel for Dynamics 365 Customer Service

Module 5: Route and distribute work in Dynamics 365 Customer Service

  • Get started with unified routing for Dynamics 365 Customer Service
  • Route and distribute work with unified routing in Dynamics 365 Customer Service
  • Use skill-based routing in Dynamics 365 Customer Service
  • Entity record routing with Omnichannel for Dynamics 365 Customer Service

Module 6: Connect and engage with customers with Omnichannel for Dynamics 365 Customer Service

  • Get started with Omnichannel for Customer Service
  • Deploy chat widgets with Omnichannel for Dynamics 365 Customer Service
  • Deploy a Voice channel in Dynamics 365 Customer Service
  • Deploy an SMS channel in Omnichannel for Dynamics 365 Customer Service
  • Deploy social messaging channels in Omnichannel for Dynamics 365 Customer Service
  • Deploy social messaging channels in Omnichannel for Dynamics 365 Customer Service
  • Integrate a Microsoft Copilot Studio copilot with Omnichannel for Customer Service

Module 7: Create surveys with Dynamics 365 Customer Voice

  • Create a survey project with Dynamics 365 Customer Voice
  • Create customer surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys
  • Automate Dynamics 365 Customer Voice surveys with Power Automate
  • Embed surveys in your website with Dynamics 365 Customer Voice
  • Create customer Power BI reports in Dynamics 365 Customer Voice

Module 8: Get started with Dynamics 365 Customer Service scheduling

  • Set up Customer Service scheduling
  • Schedule services with Customer Service scheduling

Module 9: Work with Customer Service Insights

  • Get started with Customer Service Insights
  • Create visualizations for Dynamics 365 Customer Service
Duration

4 Days

Exam Details

Certification: Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate

Exam: MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

Duration: 100 minutes

Who Should Attend
  • Dynamics 365 Customer Engagement Functional Consultants.
  • Functional consultants responsible for performing discovery and capturing requirements.
  • Professionals responsible for engaging subject matter experts and stakeholders.
  • Consultants translating business requirements into Dynamics 365 Customer Service solutions.
  • Professionals configuring Dynamics 365 Customer Service using out-of-the-box capabilities, codeless extensibility, and application and service integrations.
Prerequisites
  • Basic understanding of Microsoft Dynamics 365 Customer Engagement applications.
  • Familiarity with general customer service concepts and practices.
  • Experience working with business process flows and data models within Dynamics 365.

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Mohammad Gufran Network Binary

MOHAMMED GUFRAN

17 years of Experience
Enterprise Networking | Network Security | Software Defined Networking & Automation

AKMAL YAZDANI

18+ years of Experience
Azure & AWS services |Managing and Implementing Windows servers

MUHAMMAD MUSAB

4+ Years of Experience
Cisco Technologies | Cisco and HPE ARUBA Technologies | Routing and Switching

RANIA GABRIEL GEORGE HAKIM

25+ years of Experience
Enterprise Networking | Network Security | Software Defined Networking & Automation
Microsoft Instructor and Windows Network Specialist

MOHD FARAZ HARMIS

25+ years of Experience
Managing and Implementing Microsoft Azure cloud | Active Directory

SHAHEEN AKHTAR

17 years of Experience
TCP | and UDP protocols, along | with expertise in firewalls such as Palo Alto

KUDDOOS ALI

14+ years of Experience
Experienced Network Engineer proficient in AFC | Aruba Central | Aruba CX switches

AAMIR MASOOD

6 years of Experience
AWS Compute | AWS Storage | AWS Database | AWS Management
Faizan Ahmad IT Advisor

FAIZAN AHMAD

7 years of Experience
Software support Issue Resolution | User assistance | Microsoft Active Directory
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SAAD SHAH

10 years of Experience
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FAQs

What is the MB-230 certification?

MB-230 is the Microsoft Dynamics 365 Customer Service Functional Consultant exam. It validates the skills required to implement and configure customer service solutions, including case management, knowledge management, routing, collaboration, and customer feedback.

What topics are covered in the MB-230 training?

The training covers cases, entitlements, service-level agreements, knowledge management, service representative productivity, unified routing, Omnichannel for Customer Service, Customer Voice, Customer Service scheduling, and Customer Service Insights.

How long is the MB-230 training course?

The official Microsoft MB-230T01-A instructor-led course is 4 days. Global Knowledge also currently lists its M-MB230 course as a 4-day program.

What experience is recommended before taking MB-230?

Candidates should have customer service expertise and an understanding of cases, knowledge management, queues, service-level agreements, Customer Service applications, Customer Voice, and routing. Microsoft also expects a basic understanding of solution architecture and the role of Customer Service within the Dynamics 365 suite.

Is MB-230 currently an active certification exam?

Yes. Microsoft currently lists MB-230 as an active exam and explicitly shows “Retirement date: none.” The associated Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate certification is also currently active.

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