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Introduction to navigating the modern Contact Center (AB-7011) Course

This course introduces Microsoft Dynamics 365 Contact Center, focusing on its core features and user experiences. Participants will gain an understanding of the platform’s work allocation capabilities, learn how conversations are efficiently routed, and explore the day-to-day workflows of both Contact Center representatives and supervisors.

course: Introduction to navigating the modern Contact Center (AB-7011)

Duration: 1 day

Format: Virtual or Classroom

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Overview

By the end of the course, learners will be equipped with the knowledge to navigate and manage the Dynamics 365 Contact Center environment effectively.

This course includes
  • intructor-icon Instructor-led training
  • intructor-icon Personal Learning Path
  • intructor-icon Email, chat and phone support

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Who is this course for?

Who is the Introduction to navigating the modern Contact Center (AB-7011) course for?

This course is intended for you if you’re seeking to start your journey using Contact Center as a Service (CCaaS). You aim to grasp how Contact Center as a Service (CCaaS) can benefit your organization by recognizing the importance of modern contact centers, integrating with both first- and third-party CRM systems, and efficiently assisting and resolving support-related challenges. You also seek to communicate seamlessly across multiple channels, enhance customer service representative productivity using AI and collaboration tools, and develop a comprehensive understanding of the essential components that make up CCaaS solutions.

Curriculum

What you will learn during our Introduction to navigating the modern Contact Center (AB-7011) course.

  • Overview of Dynamics 365 Contact Center
  • Administer Dynamics 365 Contact Center
  • Next generation selfservice
  • Integration with nonMicrosoft services
  • Service representative experience for Dynamics 365 Contact Center
  • Connectors
  • Channels in Dynamics 365 Contact Center
  • Unified routing in Dynamics 365 Contact Center
  • Contact center management
  • Set up and provision the Voice channel
  • Define voice queues
  • Set up a voice workstream
  • Call routing
  • Make and receive calls
  • Historical analytics, reports, and call insights
  • Deploy the necessary extensions
  • Set up the handoff to your customer service application
  • Set up for voice
  • Prerequisites and setup for configuring multilingual voice agents
  • Configure for midcall language switch use case
  • Configure for language by dialed number use case
  • Escalation to agent based on the language
  • Important configuration information
  • Create a dynamic welcome message in Power Apps
  • Create a userfriendly UI for business administrators
  • Create your Copilot agent
  • Test the agent
  • Update the welcome message dynamically
  • Test the Copilot agent with the new message

Preparation

  • Orange-check Basic knowledge of Microsoft Copilot Studio
  • Orange-check Basic knowledge of Dynamics 365 Contact Center

Meet our instructors

Meet some of the Readynez Instructors you can meet on your course. They are experts, passionate about what they do, and dedicated to give back to their industry, their field, and those who want to learn, explore, and advance in their careers.

Julian Sharp

Julian Sharp delivers high-quality, LIVE instructor-led training in Microsoft Dynamics 365 and Power Platform for professionals seeking real-world skills and certification readiness. With decades of industry experience and deep technical expertise, he helps learners master complex solutions efficiently.

Meet the Instructor: Julian Sharp
MCT | MVP | Solution Architect | Dynamics 365 & Power Platform Expert

With 20+ years of experience and over 16 years specializing in Dynamics CRM/365 and Power Platform, Julian has trained thousands of professionals and helped organizations solve real business challenges using Microsoft technologies.

A Microsoft Certified Trainer since 2007 and a Microsoft MVP, Julian brings a rare combination of deep technical knowledge and a practical, business-first mindset.

He’s not just an instructor - he’s a community leader, consultant, and solution architect trusted by enterprises across the globe.

  • Microsoft MVP – Business Applications

  • Specialist in Dynamics 365, Power Platform & Azure

  • Developer of Microsoft courseware
  • Speaker & mentor at Microsoft community events

Ready to build solutions with one of the best in the field?

Explore upcoming courses with Julian Sharp to get started.

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FAQ

FAQs for the Introduction to navigating the modern Contact Center (AB-7011) course.

This course is designed for business leaders, customer service representatives, supervisors, students, IT administrators, CRM consultants, and anyone beginning their journey with modern contact center technologies and CCaaS solutions.

No prior hands-on experience is required. A basic understanding of customer service operations or CRM systems can be helpful, but the course is beginner-friendly and suitable for newcomers.

Yes. The course is designed for both technical and non-technical audiences, including operations managers, supervisors, business users, and support teams.

Yes. Learners are introduced to AI-powered capabilities including Copilot-assisted workflows, intelligent routing, voice agents, and AI-driven analytics within Dynamics 365 Contact Center.

The course explores modern omnichannel experiences including:

  • Voice
  • Live chat
  • Email
  • SMS
  • Social messaging
  • Microsoft Teams integrations

Yes. The course includes modules on deploying voice channels, configuring IVR experiences, multilingual voice agents, and integrating Microsoft Copilot Studio voice solutions.

AB-7011 is typically delivered as a one-day instructor-led or self-paced training course.

What are the key benefits of taking this course?
By completing AB-7011, learners can:

  • Understand modern CCaaS concepts
  • Improve customer engagement strategies
  • Explore AI-enhanced customer service
  • Gain familiarity with omnichannel operations
  • Build foundational Dynamics 365 Contact Center knowledge

Reviews

Feedback from our delegates.

Johan Andersson

Johan Andersson

Easy to attend over Teams and an excellent instructor gave me great value for the time I invested.

Stephen Ridgway

Readynez is the best training provider I've used for many years. Their customer service is first class, prices are very competitive and instruction excellent.

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