- Discover how Dynamics 365 Contact Center delivers AI-driven, omnichannel customer service with Copilot, self-service, and workforce optimization.
After completing this module, you will be able to:
- Understand the core capabilities of Dynamics 365 Contact Center.
- Explore omnichannel engagement, including voice and digital channels.
- Leverage AI-powered self-service and Copilot-assisted tools.
- Optimize workforce engagement and operational efficiency.
- Integrate Dynamics 365 Contact Center with existing CRM systems.
- Learn how Dynamics 365 Contact Center organizes, processes, and assigns work using queues, workstreams, and AI-driven routing for efficient service.
After completing this module, you will be able to:
- Explain how queues organize and hold incoming work.
- Describe how workstreams define work types and rules.
- Understand how unified routing assigns work using AI-driven logic.
- Identify how these capabilities improve workload balance and service delivery.
- Explore how Dynamics 365 Contact Center equips representatives with AI-assisted tools, unified workspaces, and collaboration features for efficient service.
After completing this module, you will be able to:
- Understand the role of the Customer Service admin center in configuring representative experiences.
- Explore the Copilot Service workspace for managing customer interactions.
- Describe experience profiles and productivity tools tailored to service roles.
- Learn how Microsoft Teams integrates with Dynamics 365 Contact Center for collaboration and escalation.
- Learn how Dynamics 365 Contact Center empowers supervisors with real-time monitoring, analytics, and forecasting to optimize operations and service quality.
After completing this module, you will be able to:
- Explain the role of real-time analytics in monitoring contact center operations.
- Describe how historical analytics identify trends and improve performance.
- Understand how forecast reports support resource planning.
- Analyze the impact of knowledge analytics on service outcomes.
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Overview
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Syllabus
- Explore Dynamics 365 Contact Center
- Introduction
- Compare embedded and standalone contact center modes
- Explore contact center channels in Dynamics 365
- Enable chat communication in Dynamics 365 Contact Center
- Explore the voice channel in Dynamics 365 Contact Center
- Explore Azure Communication Services in Dynamics 365 Contact Center
- Use agents and Copilot in Dynamics 365 Contact Center
- Manage knowledge in Dynamics 365 Contact Center
- Enable self-service in Dynamics 365 Contact Center
- Optimize workforce engagement in Dynamics 365
- Module assessment
- Summary
- Describe work allocation capabilities
- Introduction
- Organize and manage work using queues in Dynamics 365 Contact Center
- Define workstreams in Dynamics 365 Contact Center
- Describe routing capabilities in Dynamics 365 Contact Center
- Module assessment
- Summary
- Describe Dynamics 365 Contact Center representative experience
- Introduction
- Configure the representative experience in the Customer Service admin center
- Manage customer interactions in the Copilot Service workspace
- Describe experience profiles and productivity tools in Dynamics 365 Contact Center
- Collaborate effectively using Microsoft Teams in Dynamics 365 Contact Center
- Module assessment
- Summary
- Describe Dynamics 365 Contact Center supervisor experience
- Introduction
- Monitor real-time analytics in Dynamics 365 Contact Center
- Analyze historical analytics in Dynamics 365 Contact Center
- Analyze forecast reports in Dynamics 365 Contact Center
- Analyze knowledge analytics in Dynamics 365 Contact Center
- Module assessment
- Summary