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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implement scheduling10-14%- Configure service scheduling
  • 1. Set up resources and resource groups
    • 2. Define service activities and requirements
      • 3. Implement scheduling rules and availability
        Topic 2: Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
        • 1. Connect Customer Service with other apps
          • 2. Create custom forms and workflows
            Topic 3: Implement routing and work distribution2-6%- Configure unified routing
            • 1. Define routing rules and decision trees
              • 2. Set up workstreams and queues
                Topic 4: Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
                - Implement knowledge management
                • 1. Integrate knowledge with cases and portals
                  • 2. Configure knowledge search and recommendations
                    • 3. Create and manage knowledge articles
                      - Create and manage cases
                      • 1. Manage case hierarchies and relationships
                        • 2. Configure case types and statuses
                          • 3. Implement case routing and queues
                            Topic 5: Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
                            • 1. Set up app profiles and session templates
                              • 2. Integrate channels and productivity tools
                                Topic 6: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                Topic 7: Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
                                - Create and manage dashboards and reports
                                • 1. Use out-of-box Customer Service reports
                                  • 2. Build custom dashboards and visualizations
                                    Topic 8: Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                                    • 1. Associate entitlements with customers and cases
                                      • 2. Define entitlement terms and restrictions
                                        - Implement SLAs
                                        • 1. Configure SLA actions and warnings
                                          • 2. Manage SLA calculations and pauses
                                            • 3. Define SLA KPIs and timelines

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q292-Q297):

                                              NEW QUESTION # 292
                                              A company uses Dynamics 365 Customer Service to provide product support to customers. Only employees are included in the company's Azure Active Directory.
                                              You need to configure the system to meet the following requirements. You must minimize the effort required to complete any required configuration tasks.
                                              Create a website for external customers to open support tickets and see the status of open issues.
                                              Ensure that customers are set up to use this website.
                                              What should you configure? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Reference:
                                              https://docs.microsoft.com/en-us/power-apps/maker/portals/portal-templates
                                              https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/customer-portal-overview
                                              https://readyxrm.blog/2019/07/04/dynamics-365-customer-self-service-powerapps-portals-creating-a-case-on-behalf-of-another-account/


                                              NEW QUESTION # 293
                                              You are a customer service representative working with cases in Dynamics 365 for Customer Service.
                                              You need to manage multiple lists of cases.
                                              Which actions should you perform? To answer, select the appropriate configuration in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation


                                              NEW QUESTION # 294
                                              You are a Dynamics 365 for Customer Service administrator.
                                              You need to implement queues to manage cases.
                                              Which queue types should you use? To answer, drag the appropriate queue types to the correct scenarios.
                                              Each queue type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:

                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-up-queuesmanage- activities-cases


                                              NEW QUESTION # 295
                                              A company is implementing Omnichannel for Customer Service.
                                              You must set up the system to minimize human error and automate actions. The requirements to set up the system are as follows:
                                              * Representatives must create a new support record when a customer contacts them through chat.
                                              * Knowledge base articles must open in a separate tab when representatives research answers.
                                              * When a knowledge base article resolves a customer issue, representatives must send the article to the customer via chat.
                                              You need to set up the macros.
                                              Which macro type should you use? To answer, drag the appropriate macro types to the correct requirements.
                                              Each macro type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:
                                              Graphical user interface, text, application Description automatically generated

                                              Box 1: Productivity automation
                                              Productivity automation
                                              As an administrator, you can use the actions any number of times across different macros to automate and perform model-driven app operations.

                                              The following screenshot shows the actions that are explained in the subsequent sections.
                                              Box 2: Session connector
                                              Session connector
                                              As an administrator, you can use the actions any number of times across different macros to automate and perform operations related to a session in Customer Service workspace.
                                              Graphical user interface, application Description automatically generated Box 3: Omnichannel connector Omnichannel connector As an administrator, you can use the actions any number of times across different macros to automate and perform operations related to Omnichannel for Customer Service.
                                              Graphical user interface, text, application, email Description automatically generated

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/macros


                                              NEW QUESTION # 296
                                              You are customizing an Omnichannel for Customer Service implementation.
                                              Customers take a pre-chat survey on a chat widget on the portal. Customers are required to accept the portal's privacy policy before they can take the survey.
                                              A call center manager wants to auto pick account or contact information for customer service agents based on the survey.
                                              You need to configure the pre-chat survey question field to meet the requirements.
                                              Which option should you select for each pre-chat survey question field? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 297
                                              ......

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