Configuring SMS Channels in Dynamics 365 Omnichannel Customer Service
Learn to set up and manage SMS communication channels within Dynamics 365 to deliver seamless, text-based support for your customer service operations.
About this course
Meeting customers where they are is essential for modern support teams, and text messaging is one of the most direct ways to connect. This text-only course guides you through the process of setting up SMS channels within Dynamics 365 Omnichannel for Customer Service. You will transition from understanding basic channel architecture to successfully provisioning, routing, and managing text-based customer inquiries within your support environment.
What you'll learn:
- Understand foundational concepts of omnichannel architecture and SMS integration.
- Configure SMS provider settings and register phone numbers within Dynamics 365.
- Create workstreams and routing rules to direct incoming text messages to the right agents.
- Apply modern consent, opt-in, and opt-out compliance standards for mobile messaging.
- Practice troubleshooting common connection and message-delivery issues through written scenarios.
The course starts with essential terminology and setup prerequisites before walking step-by-step through configuration, testing, and modern routing strategies. Through clear text explanations and configuration walkthroughs, you will gain the practical skills needed to deploy a fully functional SMS support channel. This course is designed for beginner-level administrators, customer service managers, and support professionals. No prior experience with Dynamics 365 channel integration is required. Start reading today to expand your customer support capabilities with SMS.
What you'll get
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Certificate of completion
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Personal AI tutor
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Audio version included
Learn on the go โ no screen needed -
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Lifetime access
Come back anytime, no expiry -
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Phone or computer
Works anywhere, any device -
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30-day refund
No questions asked -
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Short & focused
1h 51m of practical content
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Frequently asked
What do I need to take this course? +
Just a phone or computer with internet. No installs, no special hardware.
How do I pay? +
By card via Stripe, or with cryptocurrency. We do not store card details โ Stripe handles them securely.
Can I get a refund? +
Yes โ full refund within 30 days, no questions asked.
How long will I have access? +
Forever. Once you purchase, the course is yours to revisit anytime.
Will I get a certificate? +
Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.
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