Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Microsoft

Introduction to navigating the modern Contact Center

Microsoft via Microsoft Learn

Overview

Build a Learning Habit
Download Class Central's free printable study calendar
Download for Free
  • 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.

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

Reviews

Start your review of Introduction to navigating the modern Contact Center

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.