Skip to searchSkip to main content
SRNTS

Course Overview

Microsoft Dynamics 365 Omnichannel for Customer Service is a modern engagement platform that enables organizations to connect with customers through multiple communication channels such as Live Chat, WhatsApp, SMS, Facebook Messenger, Microsoft Teams, and more from a single unified interface.

This comprehensive training program is designed to provide end-to-end knowledge of Omnichannel for Dynamics 365 Customer Service. Participants will learn how to configure, manage, and optimize Omnichannel capabilities, including Workstreams, Queues, Unified Routing, Agent Experience, Chat Widgets, Productivity Tools, and Customer Engagement features.

The training focuses on real-world implementation scenarios, best practices, hands-on exercises, and enterprise-level use cases to ensure participants gain practical experience that can be applied immediately in customer projects.

Audience

This training is ideal for:

• Dynamics 365 Customer Service Consultants

• Power Platform Consultants

• CRM Functional Consultants

• Technical Consultants and Developers

• Solution Architects

• Dynamics 365 Administrators

• Business Analysts

• Customer Service Managers

• Support Team Leads

• Project Managers working on Customer Service implementations

• Professionals looking to build expertise in Omnichannel and Customer Engagement solutions

Whether you are implementing Omnichannel for a client, supporting an existing solution, or looking to expand your Dynamics 365 skill set, this course will provide the practical knowledge required for success.

Pre‑requisites

To get the maximum benefit from this training, participants should have:

• Basic understanding of Microsoft Dynamics 365 Customer Service

• Familiarity with Power Platform fundamentals

• Basic knowledge of Dataverse concepts

• Understanding of customer service processes and case management

• Basic navigation experience within Dynamics 365 applications

Prior Omnichannel experience is not required. The course starts with foundational concepts and gradually progresses to advanced configurations and real-world implementation scenarios.

Key Benefits

  • Practical Integration: Learn how Azure Functions extend Power Platform capabilities with real‑world use cases.

  • Career Advancement: Gain in‑demand skills in serverless computing and cloud automation.

  • Expert‑Led Training: Learn directly from seasoned professionals with deep industry expertise.

  • Hands‑On Projects: Work on scenarios that mirror enterprise challenges and solutions.

  • Future‑Ready Skills: Position yourself as a Power Platform + Azure specialist, opening doors to advanced roles and global opportunities.

  • Module 1: Introduction to Omnichannel for Customer Service (1 Hour)

    Overview of Customer Service Evolution

    • Traditional Support vs Digital Engagement
    • Why Omnichannel?
    • Business Benefits of Omnichannel

    Omnichannel Architecture

    • Omnichannel Components
    • Dynamics 365 Customer Service Integration
    • Digital Messaging Channels
    • Unified Service Desk vs Omnichannel

    Licensing Requirements

    • Customer Service Enterprise
    • Digital Messaging Add-ons
    • Omnichannel Licensing Overview

    Practical Demo

    • Exploring Omnichannel Administration Center
    • Overview of Agent Workspace

    Module 2: Omnichannel Environment Setup (1 Hour)

    Prerequisites

    • Customer Service App
    • Omnichannel Application
    • User Roles & Security

    Initial Configuration

    • Provisioning Omnichannel
    • Assigning Security Roles
    • Enabling Omnichannel Features

    User Management

    • Agents
    • Supervisors
    • Administrators

    Hands-On Lab

    • Configure Omnichannel Environment

    Module 3: Queues, Users and Presence Management (1 Hour)

    Queue Concepts

    • Public Queues
    • Private Queues

    Agent Configuration

    • Agent Profiles
    • Capacity Management
    • Skills Setup

    Presence Management

    • Available
    • Busy
    • Away
    • Custom Presence Status

    Practical Exercise

    • Create Queues
    • Configure Agent Capacity
    • Configure Presence States

    Module 4: Workstreams Configuration (1 Hour)

    Understanding Workstreams

    • Purpose of Workstreams
    • Workstream Components

    Creating Workstreams

    • Chat Workstream
    • Messaging Workstream

    Work Classification

    • Classification Rules
    • Work Distribution

    Hands-On Exercise

    • Configure Workstream
    • Test Work Distribution

    Module 5: Unified Routing (1.5 Hours)

    Introduction to Unified Routing

    Routing Concepts

    • Push Routing
    • Pick Routing

    Routing Rules

    • Round Robin
    • Highest Capacity
    • Skills-Based Routing

    Assignment Rules

    • Queue Assignment
    • Agent Assignment

    Real-Time Scenario

    • Route VIP Customers to Senior Agents
    • Route Technical Queries to Specialized Teams

    Hands-On Lab

    • Configure Routing Rules
    • Test Assignment Logic

    Module 6: Live Chat Configuration (1.5 Hours)

    Live Chat Concepts

    Chat Widget Configuration

    • Widget Creation
    • Widget Customization
    • Branding

    Chat Features

    • Pre-Chat Survey
    • Offline Support
    • File Attachments
    • Quick Replies

    Website Integration

    • Generate Widget Code
    • Embed Chat Widget

    Hands-On Exercise

    • Create Chat Widget
    • Publish on Website
    • Test End-to-End Chat

    Module 7: Agent Experience & Productivity Tools (1 Hour)

    Agent Workspace

    Productivity Features

    • Macros
    • Templates
    • Quick Responses
    • Session Management

    Smart Assist Features

    • Knowledge Search
    • Suggested Responses

    Practical Demo

    • Configure Productivity Tools
    • Improve Agent Efficiency

    Module 8: Digital Channels & Messaging (1 Hour)

    Digital Messaging Overview

    Supported Channels

    • WhatsApp
    • SMS
    • Facebook Messenger
    • Microsoft Teams

    Channel Configuration Process

    Real-Time Business Scenarios

    Demonstration

    • Configure WhatsApp Channel
    • Configure Facebook Messaging

    Module 9: Monitoring & Reporting (0.5 Hour)

    Supervisor Dashboard

    Analytics

    • Agent Performance
    • Queue Performance
    • Customer Satisfaction Metrics

    Historical Reporting

    Practical Exercise

    • Monitor Active Conversations
    • Analyze Agent Productivity

    Module 10: Real-World Implementation Scenario (0.5 Hour)

    End-to-End Business Use Case

    Scenario:

    A support organization receives customer requests from:

    • Website Chat
    • WhatsApp
    • Facebook

    Requirements:

    • VIP Customers → Senior Team
    • Technical Queries → Technical Team
    • Billing Queries → Finance Team

    Solution Design

    • Queue Configuration
    • Routing Configuration
    • Agent Setup
    • Reporting Setup

    Best Practices

    • Performance Optimization
    • Security Considerations
    • Production Deployment Checklist

    Enrollment Form

    If you have no pending queries and feel confident after completing the trainer assessment session and reviewing earlier batch recordings, please proceed by filling out the form below to officially enroll in the SRNTS Training Program.

    • Are you interested to receive training related update over Whatspp & Gmail *

    💬 Need Assistance?

    If you have any questions about the training program or the enrollment process, our support team is here to help. You can reach us through the following channels:

    • 📱 WhatsApp Chat – Quick and convenient messaging support

    • 📞 Direct Call – Speak with our team instantly

    • 📧 Email Support – Get detailed assistance via mail