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2000+ Courses · 15+ Technology Domains
Microsoft Cisco AWS EC-Council View All Courses
MB-230
Microsoft Dynamics 365 — Customer Service Consultant

Dynamics 365

Customer Service MB-230

Implement Dynamics 365 Customer Service solutions — case management, knowledge base, queues, SLAs, omnichannel for customer service, unified routing, customer feedback, AI-powered Copilot, and service analytics — delivering exceptional customer experiences that drive satisfaction and loyalty.

Case Management Knowledge Base Omnichannel Unified Routing SLA Management Customer Voice Copilot for Service Service Analytics
Enroll Now Brochure
Dynamics 365 Customer Service — Agent Dashboard & Omnichannel
🎧 Customer Service Hub — Agent Dashboard Cases Knowledge Queues Analytics Omnichannel SERVICE HUB 📋My Cases📬Queues📚Knowledge📊Dashboards🎧OmnichannelSLA Monitor🤖Copilot⚙️Routing My Active Cases — Priya Sharma  12 open cases 12Open CasesActive3SLA At RiskAction needed8Resolved TodayClosed4.7/5CSAT ScoreThis month Active Cases Case #TitlePriorityChannelSLAStatus CS-4821Product not workingHigh📧 Email⚠ 2h leftActiveCS-4820Billing queryMedium💬 Chat✓ On trackActiveCS-4819Login issueHigh📱 Phone⚠ 1h leftWaitingCS-4818Feature requestLow🐦 Twitter✓ On trackActiveCS-4817Refund requestMedium📧 Email✓ On trackResolved Omnichannel Channels 💬 Live Chat3 active📧 Email5 queued📱 WhatsApp2 active🐦 Twitter/X1 new☎️ VoiceOn hold 🤖 Copilot for Service Suggested: Check billing portal firstKnowledge: KB-2847 matches this caseDraft: "Hello {first_name}, regarding..."Sentiment: Customer frustrated (High)Next Best Action: Escalate to Tier 2
15
Modules
Full MB-230 stack
18+ hrs
Duration
Hands-on labs
Cert Prep
Included
Exam-aligned
24/7
Support
Expert guidance
What You Master

The Complete Customer Service Consultant Skill Set

From case management and knowledge bases to omnichannel engagement, unified routing, SLAs, AI Copilot, and customer feedback — every MB-230 domain with real D365 Customer Service labs.

🎧
Complete Customer Service Implementation Pipeline

Configure D365 Customer Service for case management with automated routing, set up knowledge bases with article templates, manage queues and SLAs, implement omnichannel for customer service (chat, email, voice, social), configure unified intelligent routing, deploy AI Copilot for agents, collect customer feedback with Customer Voice, and build service dashboards — the full MB-230 consultant lifecycle.

CasesKnowledgeSLAQueuesOmnichannelRoutingCopilotCSAT
📋
Case Management

Create and manage customer cases, configure case resolution workflows, set up case routing rules, and track case resolution through SLA milestones.

📚
Knowledge Base

Create and manage knowledge articles with approval workflows, configure knowledge base search, link articles to cases, and track article usage analytics.

15
comprehensive modules covering every MB-230 exam domain with real D365 Customer Service labs.
💬
Omnichannel Engagement

Configure live chat, email, voice, WhatsApp, SMS, and social media channels. Set up agent workspaces and supervisor monitoring dashboards.

🤖
Copilot for Customer Service

Configure Copilot to assist agents with case summaries, knowledge article suggestions, response drafts, sentiment analysis, and next best action recommendations — reducing handle time and improving first-contact resolution rates.

Copilot Insight:
Case: CS-4821
KB Match: KB-2847
Sentiment: Frustrated
Action: Escalate T2
SLA Management

Configure SLAs for response and resolution times, create SLA KPIs, define business hours calendars, and track SLA compliance with real-time monitoring.

🔀
Unified Intelligent Routing

Configure workstreams, routing rules, and classification rules. Set up skills-based routing, capacity profiles, and assignment methods for optimal agent allocation.

Customer Voice & Analytics
Collect Feedback, Measure CSAT, and Drive Service Excellence

Configure Customer Voice surveys for post-case CSAT measurement, Net Promoter Score (NPS), and custom feedback loops. Build service analytics dashboards — agent KPIs, case resolution time, channel performance, and SLA compliance — giving supervisors the insights to continuously improve customer service quality and agent productivity.

Why MB-230

The Premier Dynamics 365 Customer Service Certification

Customer service is the #1 driver of brand loyalty. Dynamics 365 Customer Service powers contact centres at global enterprises. MB-230 certifies you to build the solutions that keep customers coming back.

Customer Service is the #1 Business Priority

80% of companies compete primarily on customer experience. D365 Customer Service powers the contact centres delivering that experience.

AI Copilot Transforms Agent Productivity

MB-230 covers Copilot for Customer Service — AI that helps agents resolve cases faster, find knowledge articles, and draft responses instantly.

Omnichannel is the Standard, Not the Exception

Customers expect seamless service across chat, email, voice, and social media. MB-230 covers the complete omnichannel D365 stack.

Required for D365 Customer Service Implementations

Every Microsoft partner delivering D365 Customer Service projects requires MB-230 certified functional consultants.

Growing Demand — Banking, Healthcare, Telecom, Retail

Every industry with a large customer base needs D365 Customer Service specialists — high demand, stable, and well-paying career.

Technologies & Tools You'll Master
D365 Customer Service
Omnichannel for CS
Unified Routing
Case Management
Knowledge Base
SLA Management
Copilot for Service
Customer Voice
Agent Workspace
Supervisor Dashboard
Queue Management
Escalation Rules
Power Automate
Power BI Analytics
Teams Integration
Social Engagement
D365 Customer Service
Omnichannel for CS
Unified Routing
Case Management
Knowledge Base
SLA Management
Copilot for Service
Customer Voice
Agent Workspace
Supervisor Dashboard
Queue Management
Escalation Rules
Power Automate
Power BI Analytics
Teams Integration
Social Engagement
Curriculum

15-Module MB-230 Programme

From case management and knowledge bases to omnichannel, unified routing, SLA management, Copilot AI, customer feedback, and service analytics.

  • Overview of the Dynamics 365 Customer Service ecosystem
  • Introduction to D365 Customer Service features and capabilities
  • Understanding D365's role in customer relationship management (CRM)
  • Licensing models — Customer Service Professional and Enterprise
  • User interface and navigation in the Customer Service Hub app
  • Accessing and managing cases, knowledge articles, and customer records
  • Customer Service workspace — multi-session browser for agents
  • Personalisation and productivity tips for agents
  • Creating and managing customer cases — manual and automated creation
  • Case resolution processes and workflows
  • Configuring case routing rules — basic and unified routing
  • Case hierarchy — parent/child cases and merged cases
  • Creating and managing knowledge articles with templates
  • Knowledge article lifecycle — draft, review, publish, archive
  • Knowledge base search — Dataverse search and suggestions
  • Linking knowledge articles to cases for resolution support
  • Knowledge article analytics and usage tracking
  • Setting up and managing public and private queues
  • Prioritising and routing cases with queue rules
  • Configuring queue item assignment — manual and automatic
  • Monitoring queue health and workload distribution
  • Creating and configuring SLA records and SLA KPI instances
  • Configuring SLA actions — warn and fail actions
  • Setting up business hours and holiday calendars
  • SLA tracking — pause and resume, SLA timers
  • SLA reporting and compliance monitoring dashboards
  • Managing customer interactions — email, phone, and activity tracking
  • Configuring email to case and email templates
  • Social engagement — monitoring and responding to social channels
  • Communication tracking and activity history
  • Overview of Omnichannel for Customer Service architecture
  • Configuring live chat channel — widget settings and proactive chat
  • Configuring email channel for inbound case creation
  • Configuring voice channel — Azure Communication Services
  • Configuring messaging channels — WhatsApp, SMS, Facebook
  • Agent workspace — conversation view and customer summary
  • Configure workstreams for each channel — work classification
  • Configure routing rules — direct assignment and queue-based routing
  • Implement skills-based routing — skill definitions and proficiency levels
  • Configure capacity profiles and overflow conditions
  • Diagnostic tools for routing rule testing and troubleshooting
  • Using mobile apps for customer service activities on iOS and Android
  • Real-time updates and push notifications for agents
  • Offline capabilities and mobile-optimised record views
  • Creating Customer Voice surveys for post-case CSAT measurement
  • Configuring survey triggers — case closure, case resolution
  • Analyse feedback responses with Customer Voice analytics
  • Integrating Customer Voice with D365 Customer Service records
  • Configuring NPS and CES surveys for experience benchmarking
  • Analysing customer service performance with built-in dashboards
  • Omnichannel Insights dashboard — agent and queue analytics
  • Creating custom reports with Power BI — agent KPIs
  • Configuring supervisor real-time dashboards for live monitoring
  • Configuring historical analytics reports for trend analysis
  • Integrating D365 Customer Service with D365 Sales
  • Integration with Microsoft Teams — team collaboration on cases
  • SharePoint document integration for case attachments
  • Power Automate — automated workflows for case management
  • Power Virtual Agents — chatbot integration for self-service
  • Customising forms, views, and reports in Customer Service
  • Configuring business rules, workflows, and business process flows
  • Configuring escalation paths and case reassignment rules
  • Configuring status reasons and case resolution categories
  • Configure Copilot for Customer Service — case summary and suggested responses
  • Implement Copilot knowledge base article suggestions
  • Use sentiment analysis and conversation insights for agents
  • Configure Copilot prompts and custom topics
  • Monitor and manage AI feature quality and feedback loops
Course Snapshot
15 Modules
Full MB-230 domains
18+ Hours
Total learning time
Cert Prep
Exam-aligned content
Tech Support
Call / WhatsApp
Mon–Fri
9 AM – 6 PM
Enroll Now Download Brochure
Have Questions?

Chat with our D365 Customer Service trainers instantly.

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Pricing & Packages

Get a Custom Quotation

Flexible pricing for video, live, and blended training modes — we reply within 24 hours.

Career Outcomes

MB-230 Careers in Customer Service

D365 Customer Service consultants work at Microsoft partners, BPO companies, telecom, banking, healthcare, and retail enterprises implementing contact centre solutions globally.

Microsoft
D365 CS Partner
Teleperformance
Contact Centre
Conduent
CX Solutions
Mphasis
D365 Practice
D365 Customer Service Consultant
Implement D365 Customer Service solutions — case management, knowledge, SLAs, omnichannel, and routing.
₹8–20 LPA
Omnichannel Implementation Specialist
Configure omnichannel for customer service — live chat, voice, email, and messaging channels.
₹10–24 LPA
AI Customer Service Engineer
Deploy and configure Copilot for Customer Service, sentiment analysis, and intelligent routing.
₹12–28 LPA
Contact Centre Architect
Design enterprise contact centre solutions using D365 Customer Service and Omnichannel for CS.
₹15–35 LPA
Customer Experience (CX) Analyst
Analyse CSAT, NPS, and agent KPIs to drive continuous improvement in D365 service operations.
₹6–14 LPA
15
Modules
18+
Hours of Training
₹6–35L
Salary Range
MB-230
MS Certified
New Batch Starting Soon — Limited Seats

Ready to Transform Customer Service?

Join consultants who build the contact centre and customer service platforms that delight customers and empower agents — using Dynamics 365 Customer Service and AI Copilot.

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