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Introduction to service in Dynamics 365 (AB-6004)

The Introduction to Service in Dynamics 365 (AB-6004) course provides a foundational understanding of how Microsoft Dynamics 365 supports customer service and service management operations. It introduces learners to service-related concepts, tools, and workflows used to deliver efficient, consistent, and customer-centric support. This course focuses on how organizations use Dynamics 365 to manage customer interactions, service cases, and service delivery across multiple channels.

course: Introduction to service in Dynamics 365 (AB-6004)

Duration: 1 day

Format: Virtual or Classroom

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Overview

This course offers a comprehensive introduction to the service capabilities within Dynamics 365, helping participants understand how customer service teams operate within the platform. You’ll explore key service concepts such as case management, queues, service-level agreements (SLAs), and omnichannel engagement. The course explains how Dynamics 365 enables organizations to track customer issues, improve response times, and deliver consistent service experiences. By focusing on practical service processes rather than technical setup, the course ensures learners can confidently navigate service workflows and understand how service teams use Dynamics 365 to support customers effectively.

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


Who is this course for?

Who is the Introduction to service in Dynamics 365 (AB-6004) course for?

This course is intended for customer service professionals, business users, functional consultants, analysts, and managers who work with service operations in Dynamics 365. It is also ideal for professionals new to Dynamics 365 who need a clear understanding of how the platform supports customer service, case handling, and service delivery across teams and channels.

Curriculum

What you will learn during our Introduction to service in Dynamics 365 (AB-6004) course.

  • Explore Dynamics 365 customer engagement apps to understand their features, integration capabilities, and tools for better customer interaction.
  • Describe customer engagement apps in Dynamics 365
  • Describe the crosssolution capabilities of customer engagement apps
  • Navigate to and within customer engagement apps
  • Describe the Timeline feature in customer engagement apps
  • Exercise Navigate Dynamics 365 apps
  • Explore prompting in Dynamics 365 apps with Copilot Chat
  • Describe security in customer engagement apps
  • Learn how to use selfservice tools in Dynamics 365 to create seamless, efficient customer support experiences through knowledge articles and virtual agents.
  • Describe selfservice in Dynamics 365 Contact Center
  • Describe knowledge management in Dynamics 365 Customer Service
  • Exercise Create a knowledge article
  • Describe the Knowledge Management Agent
  • Dive into Dynamics 365 Contact Center to learn about case management, automation, routing options, analytics tools, omnichannel engagement, and Agent Hub.
  • Describe the capabilities of Dynamics 365 Contact Center
  • Describe the case lifecycle
  • Describe channels in Dynamics 365 Contact Center
  • Exercise Create a chat channel
  • Describe routing capabilities in Dynamics 365
  • Describe case reporting and analytics in Dynamics 365 Contact Center
  • Describe the supervisor experience in Dynamics 365 Contact Center
  • Describe Agent Hub
  • Discover the key capabilities of Workforce Management, including forecasting, scheduling, and AIpowered tools in Dynamics 365 Contact Center.
  • Describe Workforce Management (WFM) in Dynamics 365 Contact Center
  • Describe forecasting and capacity planning
  • Describe scheduling and shift planning
  • Explore Microsoft 365 Copilot for Service
  • Use Dynamics 365 Field Service to manage field service operations, optimize workflows, and increase customer satisfaction.
  • Describe use cases for Dynamics 365 Field Service
  • Describe the work order lifecycle
  • Describe the Dynamics 365 Field Service mobile app
  • Describe resource and scheduling processes
  • Describe the Scheduling Operations Agent
  • Exercise Create and schedule a basic work order in Dynamics 365 Field Service
  • Examine integration, AIdriven tools, and customization features for tailoring Dynamics 365 customer engagement apps to business requirements.
  • Describe the options for tailoring customer engagement apps to meet business needs
  • Enhance customer engagement apps with Microsoft Power Platform Integration
  • Describe reporting capabilities including charts, dashboards, and views
  • Describe Microsoft 365 integrations
  • Describe the capabilities of Copilot in customer engagement apps

Preparation

How to best be prepared for our Introduction to service in Dynamics 365 (AB-6004) course.

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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Andrew Driver

Andrew Driver is a highly experienced Microsoft trainer delivering LIVE instructor-led training in cybersecurity, cloud, AI and Microsoft Copilot. With decades of hands-on experience working with and alongside Microsoft, he helps professionals strengthen security, prepare for certifications, and adopt modern cloud and AI tools with confidence and clear, practical guidance.

Meet Andrew Driver – a veteran Microsoft Trainer, and one of our most experienced Cybersecurity, Cloud and Copilot instructors.

Andrew has been a Microsoft Trainer since 1997, and for most of that time has worked for and alongside Microsoft across roles, including technology evangelist, partner consultant, IT architect and designer.

Today, he specialises in Cybersecurity, AI, Cloud and Microsoft Copilot, helping individuals and organisations navigate the complexities of modern IT and security, while unlocking productivity through tools like Microsoft 365, Cloud services, and AI-powered transformation.
He has for example delivered a number of Microsoft-sponsored Copilot events for partners, sharing practical guidance on adopting and using Copilot effectively.

Andrew has a unique talent for turning complex concepts into something practical and accessible, empowering people to work smarter, faster and with greater confidence.

As a trainer, he is dedicated to delivering exceptional learning experiences and helping every student get the most out of their tools, skills and potential.

If you’re ready to build stronger security, cloud or AI capabilities, Andrew offers the experience and perspective that make a real difference.

Discover Andrew’s upcoming courses with Readynez and take a step toward being future-ready.
 

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FAQ

FAQs for the Introduction to service in Dynamics 365 (AB-6004) course.

Introduction to Service in Dynamics 365 (AB-6004) is a foundational course that explains how Dynamics 365 supports customer service and service management operations. The course focuses on service workflows, case handling, and customer engagement rather than certification or technical system setup.

Preparation involves understanding basic customer service concepts such as case handling, customer interactions, and service processes. No technical or platform-specific preparation is required.

There are no strict prerequisites. A general understanding of customer service or support environments is helpful but not mandatory.

The Introduction to Service in Dynamics 365 (AB-6004) course costs €790, which includes instructor-led training and all learning materials. 

Topics include case management, queues, service-level agreements (SLAs), customer interactions, service workflows, and how Dynamics 365 supports consistent service delivery across channels.

Yes. The course is valuable for professionals working in customer service, CRM, or business operations roles, helping them understand how enterprise service platforms improve customer experience and operational efficiency.

The course is delivered as a 1-day focused training, providing a comprehensive overview of Dynamics 365 service capabilities in a short time.

Yes. The course is available online through instructor-led sessions, ensuring interactive learning and real-world service examples.

The course is designed for beginners and business users. Concepts are presented clearly and practically, making it easy to follow even without prior Dynamics 365 experience.

There is no exam and no passing score for this course. It is intended to build understanding rather than certify proficiency.

You can maintain your knowledge by working with service processes in Dynamics 365, following Microsoft updates, and applying service management best practices in your organization.

Compensation depends on role and experience. Professionals in customer service operations, CRM, and functional consulting roles typically earn between €45,000 and €85,000 annually, depending on industry and region.

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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