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Microsoft

Use Connected Customer Service with Dynamics 365

Microsoft via Microsoft Learn

Overview

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  • The Connected Customer Service Add-in for Microsoft Dynamics 365 integrates Internet of Things (IoT) devices with Microsoft Dynamics 365 Customer Service to help organizations create a proactive approach to providing service to customers. Prepare for MB-230.

    This module explains the following concepts:

    • The Connected Customer Service Add-in for Microsoft Dynamics 365.
    • How to choose a deployment type.
    • How to install the Connected Customer Service Add-in.
    • Customer assets and IoT alerts.
  • Connected Customer Service integrates IoT devices with Microsoft Dynamics 365 Customer Service to help organizations create an approach to providing service to customers. Additionally, it enables the registration, monitoring, and management of IoT devices into your organization’s business processes. Prepare for MB-230.

    This module explains how to:

    • Register IoT devices.
    • Create IoT alerts and convert alerts to cases.
    • Understand the required security roles for Connected Customer Service.
    • Manage interactions with IoT devices.
    • Send commands to IoT devices.

Syllabus

  • Get started with Connected Customer Service for Dynamics 365 and Azure IoT
    • Introduction
    • Deployment
    • Installation and setup
    • Customer assets and IoT alerts
    • Check your knowledge
    • Summary
  • Register and manage devices with Connected Customer Service for Dynamics 365 and Azure IoT
    • Introduction
    • Generate alerts from IoT devices
    • Device management and interaction
    • Create and send commands to IoT devices
    • Check your knowledge
    • Summary

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