MB-230 Microsoft Certified Dynamics 365 Customer Service Functional Consultant Associate

Topic 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
• Configure Copilot in Dynamics 365 Customer Service
• Create or update records automatically in Customer Service Hub

Topic 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

Topic 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

Topic 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 representative 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 Contact Center for Dynamics 365 Customer Service

Topic 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

Topic 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
• Set up Apple Message for Business and Google Business Messages as channels in Dynamics 365 Customer Service
• Integrate a Microsoft Copilot Studio copilot with Omnichannel for Customer Service

Topic 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

Topic 8 Get started with Dynamics 365 Customer Service scheduling

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

Topic 9 Work with Customer Service Insights

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

Topic 10 Use Connected Customer Service with Dynamics 365

• Get started with Connected Customer Service for Dynamics 365 and Azure IoT
• Register and manage devices with Connected Customer Service for Dynamics 365 and Azure IoT

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

Minimum Entry Requirement

Knowledge and Skills

• Able to operate using computer functions
• Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

• Positive Learning Attitude
• Enthusiastic Learner

Experience

• Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

Hardware: Window or Mac Laptops

• Dynamics 365 Customer Service Consultant
• CRM Functional Consultant
• Dynamics 365 Support Specialist
• Customer Engagement Specialist
• Omnichannel Solution Consultant
• Dynamics 365 System Administrator
• Customer Service Implementation Lead
• Dynamics 365 Functional Analyst
• CRM Business Analyst
• Power Platform Functional Consultant
• Customer Service Automation Specialist
• Dynamics 365 Copilot Configuration Specialist
• Microsoft Customer Voice Administrator
• SLA and Entitlements Analyst
• Omnichannel Support Engineer
• CRM Training & Adoption Specialist
• CRM Integration Specialist
• Customer Experience Strategist
• Microsoft Dynamics 365 Consultant
• Azure IoT and Connected Service Specialist

Sanjiv Venkatram: Sanjiv i is an ACTA certified experienced leader with a proven track record in business / finance consulting and in developing i) business intelligence (BI) solutions ii) data analytics/analysis solutions and iii) IOT lead BI solutions. Sanjiv's goal through Prudentia Consulting, is to promote the simple joy and excitement of actively using the Microsoft Platform. He believes that the agility afforded by the Microsoft platform helps businesses get time back for deeper business thinking and to spend more time with their end customers

Sanjiv has rich experiences in diverse/complex high-tech businesses, turn around environments and strategic transformations. His functional expertise is in sales analytics, financial planning and analysis, engineering and program management. He has worked across discrete manufacturing, professional services and higher education verticals. He also has a working knowledge of equities portfolio management within the financial services domain.Sanjiv is the CEO of Prudentia Consulting, an organization committed to promoting the active usage of the Microsoft Platform. Prior to this, he has worked at Microsoft (US & APAC: 9.2 years), Cognizant Tech Solutions (3.3 years), Yazaki North America (8 years) and until recently at Oracle. Here are a few of his BI/analytics projects driven at scale: Built APAC wide BI dashboard using the Power BI umbrella tool set (Power BI online, Power BI desktop and Power Pivot) and a KPI lake (SQL DB), Helped develop key KPIs – identified key KPIs and helped land this in the DB, Developed a budget audit tool that captured budget inputs from a host of countries across the globe, Developed a business unit P&L reporting tool (functional architecture) in Business Objects for the world-wide financial planning and analysis team.

Alec Tan: Alec Tan is a ACTA certified trainer, He has a number of Comptia certifications. Since 2002, starting off from IT technical background to pre-sales, sales account manager, system integration, operate IT retail / repair shop business in Sim Lim Square 2008 ~ 2012, and back to IT industry employment, freelance IT Trainer till present.

Kishan Raaj: Kishan Raaj is a seasoned Data Science and SAP Program Manager with over 15 years of experience, currently leading all end-to-end training and projects for Data Science across Asia at LITHAN, Singapore. With expertise in machine learning, data analytics, and cloud technologies, he is well-versed in techniques such as regression, decision trees, clustering, and text mining. He has hands-on experience with tools like Python, R, Tableau, PowerBI, and Microsoft Azure Machine Learning Studio.
As an ACTA certified trainer, Kishan has designed and delivered comprehensive courses for SAP and Data Science programs, managing teams and training in multiple countries, including Singapore, Malaysia, China, India, and Vietnam. His background in SAP, particularly in S4/HANA and ABAP, combined with his expertise in machine learning libraries such as TensorFlow and Keras, positions him as a highly capable leader in technical education and project management across various industries.

Quah Chee Yong: Quah Chee Yong is a ACTA certified trainer. Quah Chee Yong Chee Yong is an experienced professional who has held various Technical, Operations and Commercial positions across several industriesA firm believer that AI can create a better world, he has equipped himself with the Knowledge and Skills in the fields of Data Science, Machine Learning, Deep Learning and Cloud Deployment

He has a deep passion for training & facilitating and is currently a Singapore WSQ certified Adult Educator. He particularly enjoys the interactive engagements with his fellow trainers and learners

Peter Cheong :  Peter is a ACLP certied trainer. Specialise In IT related knowlege and conduct IT Training which Include Microsoft Window Server Technology (Wintel) and Linux - Centos/Red Hat. Comptia ,ITIL , Motorola Solution Trunking System and Cisco Networking. I was worked in Motorola Solutions Conduct Motorola Astro 25 Trunking System For Police Force Malaysia (RMPnet),Taiwan Navy, Indonesia METRO POLDA (Police Force). After that Peter Join As IT Group Manager For W-Group which include 17 subsidiaries Companies in Real Estate Developer,Plantation, Building Management Services ,Contruction and also Fiber Opti Service Provider in Sabah,Malaysia.

Alan Tan: Alan Tan is a ACTA certified trainer. Alan Tan hold Masters in Data Science in Singapore University of Technology and Design. He is Microsoft Power Platform PL-900 certified and Microsoft Azure Data Fundamentals  Certified DP-900. He have this skills in Microsoft Power Platform development skills such as Powerapps, Power Automate,Power Portal, Power Virtual Agent, Power BI, Sharepoint, Dataverse, etc. For Programming language such as Python and Robotics Process Automation (RPA) development. He is working as a Senior Data Engineer in an MNC.

Bernard Peh: Bernard Peh is a Business Development Director and ACTA certified trainer with over 20 years of experience in the financial services industry. He has held key leadership roles and integrated technology, digital marketing, and data science to drive growth in sales, recruitment, and financial planning. As a mentor, Bernard has developed many successful financial professionals who have achieved top industry accolades like TOT, COT, and MDRT.

With deep expertise in data science, Bernard has advised firms and designed training programs for institutions like NTUC Learning Hub. He continues to apply data science to collective funds, achieving exceptional results such as a 400% increase in assets under management, while empowering financial professionals with technology-driven solutions.

Ken Hiong: Ken Hiong is a ACTA certified trainer. Ken has over 20 years of work experience in the healthcare and pharmaceutical industry, having assumed various functional and managerial roles in sales, marketing, business development, finance, business analysis and planning. With an interest and experience in scripting, Ken has worked on projects using HTML, CSS, PHP, MySQL, WordPress, MS Office, VBA, Power BI, etc. Notably, Ken is a proven expert Excel user at work who has made efficient many work processes, improved data analysis and enhanced the quality of business planning and reporting for organizations.

Ken graduated with a Pharmacy degree, holds a Master of Business Administration from the National University of Singapore and a Master of Applied Finance from the University of Adelaide. An ardent advocate of lifelong learning, Ken is ACTA trained and seeks to continually upgrade his IT skills through various channels of learning and Microsoft certifications. With MS Office Master qualification, Ken looks forward to assisting individuals and corporations improve their computer skills, productivity and business outcomes.

Audrey Lin : Audrey Lin is a ACTA certified trainer. She is a Business Development Director at Gill Technologies, an IT Consulting and Managed Services Provider focused at servicing SMEs. I'm responsible for the operations, sales, marketing, accounting, and finance functions of the organization. She have 13 years of experience in helping businesses and schools maximize their Return on Investment on IT through the use of the right technology, improving their business processes and increasing user adoption. My expertise is around Microsoft 365, MS Teams and Power BI. To help organizations improve employee productivity with tools from the MS 365 stack, she have delivered several classroom & online-styled end user training sessions to organizations from various industries - real estate, F&B, oil & gas, healthcare, schools, logistics. I have also created multiple customized & on-demand videos that end users can refer to for a quick review. Being certified as a Microsoft Data Analyst Associate, She is proficient at helping businesses gather business insights from their wide array of data. She have been involved in BI Projects with healthcare firms, logistics companies, FIs, etc., starting from the design phase, right through to the daily management of the BI system. Her area of knowledge in managing security and compliance in MS 365 is significant and ever-growing. She have good understanding of the Zero Trust Principle and uses that to improve the IT security posture of her clients. With the support of her engineering team at Gill Technologies, we use cloud-based management tools from MS 365, namely Intune, Endpoint Manager, Defender, etc. to manage our clients' endpoints.

Anil Bidari: Anil is a ACLP certified trainer. He is an Enterprise Cloud and DevOps Consultant , responsible for  helping clients to move Virtual data centre to Private Cloud based on OpenStack and Public Cloud ( AWS, Azure and Google cloud) . Consulting and training experience on Devops tool chain like github , Jenkins, Sonarqube, Docker & kubernetes, Cloud foundry, Openshift, Ansible and SaltStack. Lot of my Role is involved design and implementation of a solution and training