Implementing Dynamics 365 Contact Center
AI Business Solutions (ABS)
Agentify your business processes (Core)
Intermediate
Dynamics 365 Contact CenterDynamics 365 Contact Center

Implementing Dynamics 365 Contact CenterIn Build

Dynamics 365 Contact Center is a Copilot-first, cloud-based product that brings intelligence, automation, and efficiency to every engagement channel in the customer relationship management (CRM) solution of your choice. This workshop will equip you with the knowledge to harness Dynamics 365 Contact Center’s intelligent automation and advanced capabilities, ensuring seamless customer experiences and operational efficiency.

16 hours(Suggested: 4 days, 4h/day)TechnicalProject ReadyHands-on Labs

MS Course ID: 00037

Last Updated: Jun 15, 2026

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Target Audience

Customer service managers, Contact center administrators, Solution architects, Customer experience (CX) specialists

Pre-requisites

Basic knowledge of Dynamics 365 Customer Service

Related Certifications

AB-250

Course Syllabus

1

Modules

Module 1 - Dynamics 365 Contact Center: Deployment and administration

• Dynamics 365 Contact Center - Architecture and deployment types
• Channel provisioning and user setup
• Set up embedded experience for Dynamics 365 Contact Center
• Connect to non-Microsoft CRM

Module 2 - Unified Routing and Assignment

• Unified Routing - Features and capabilities
• Intent-driven routing and preferred-representative affinity
• Use sentiment prediction-based model in work classification
• Conversation orchestration with natural-language playbooks
150 mins
Lecture
2

Hands-on labs

• Administer and configure Dynamics 365 Contact Center
• Configure and test intelligent routing using queues and workstreams
90 mins
Lab
3

Modules

Module 3 - Create targeted app experiences with Experience profiles

• Configure Experience profiles
• Manage Session templates
• Productivity tools for Dynamics 365 Contact Center

Module 4 - Workforce Management in Dynamics 365 Contact Center

• Install and configure Workforce Management
• Forecasting, capacity planning and AI agent credit estimation
• Schedule management and Shift-based routing
• Service representative calendar and Time management
120 mins
Lecture
4

Hands-on labs

• Personalize service representative experiences with Experience profiles, Session templates, and Smart Assist in Dynamics 365 Contact Center
• Configure Workforce Management and shift-based routing in Dynamics 365 Contact Center
120 mins
Lab
5

Modules

Module 5 - Engagement channels in Dynamics 365 Contact Center

• Configure and use Email, Inbox, Timeline, Chat and SMS and Social Channels
• Configure and use Voice and Teams channels

Module 6 - Knowledge Management and Teams collaboration

• Improve agent productivity with Knowledge Management in Dynamics 365 Contact Center
• Microsoft Teams for collaboration
120 mins
Lecture
6

Hands-on labs

• Use Copilot Service workspace to improve productivity of a service representative
• Configure a chat widget in Copilot Service admincenter
• Set up and integrate Knowledge management with Copilot Agents
• Build collaborative workflows using Microsoft Teams Chat and AI-based suggestions in Dynamics 365 Contact Center
120 mins
Lab
7

Modules

Module 7 - AI Agents and Copilot in Dynamics 365 Contact Center

• Manage and use Copilot in Dynamics 365 Contact Center
• Govern and adopt autonomous AI agents with Agent hub
• AI-driven actions with Contact Center agents
• Integrate Copilot Studio agents with Dynamics 365 Contact Center
• AI-driven proactive engagement experiences

Module 8 - Analytics Dashboards and Insights

• Manage Omnichannel Real-time analytics dashboards
• Manage Omnichannel Historical analytics dashboards
• Configure service representative forecasting for conversations
120 mins
Lecture
8

Hands-on labs

• Configure quality, coaching, and AI-powered conversation orchestration in Dynamics 365 Contact Center
• Build a Voice AI Agent for Dynamics 365 Contact Center
120 mins
Lab

What You'll Learn

Understand core concepts and best practices
Hands-on experience with real-world scenarios
Learn from certified Microsoft experts
Prepare for relevant certifications
Access to lab environments
Post-training support and resources

Course Details

Duration
16 hours
Level
Intermediate
Role
Technical
Readiness Stage
Project Ready
Audience Segment
Enterprise
FY27 Key Workload (Core)
D365 + Power Platform + Copilot Studio
Course Stage
In Build
Available on
Oct 31, 2026
Hands-on Labs
Yes
Labs Platform
Skillable

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