Dynamics 365 Knowledge Management Setup and Configuration
Set up and optimize knowledge bases, AI-assisted article authoring, and search settings within Dynamics 365 Customer Service and Contact Center.
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AI instructor
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Start anytime
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In English
Lessons, tasks and certificate โ all fully in your language.
About this course
Delivering fast, accurate answers is the cornerstone of exceptional customer support, but organizing that information can be a major challenge. This text-based course guides you through the process of setting up a robust, centralized knowledge base that empowers both support agents and customers. You will transition from understanding basic data structures to fully configuring a modern knowledge portal. You will learn how to structure knowledge tables, leverage modern AI assistance for efficient article drafting, and integrate external data sources to create a unified search experience.
What you'll learn:
- Understand foundational knowledge management terminology and schema setup in Dynamics 365.
- Configure core knowledge settings, category structures, and article lifecycle states.
- Apply AI-assisted authoring tools to draft, refine, and publish high-quality articles.
- Configure internal search providers and fine-tune search relevance for support agents.
- Connect and index external knowledge sources to create a unified information repository.
- Analyze knowledge base performance and feedback loops to continuously improve article quality.
The course starts with essential definitions and foundational settings before guiding you through article creation workflows, search optimization, and external integrations. You will read clear explanations, analyze configuration steps, and practice your skills with written scenario-based exercises. This course is designed for beginners, system administrators, and customer service managers who are new to Dynamics 365 configuration, with no prior administration experience required. Start reading today to build a smarter, more efficient customer service portal.
What you'll get
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Certificate of completion
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Personal AI tutor
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Lifetime access
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Phone or computer
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14-day refund
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Short & focused
3h 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. We donโt store card details โ Stripe handles them securely.
Can I get a refund? +
Yes โ full refund within 14 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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