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Microsoft MB-230 Exam Syllabus Topics:

SectionObjectives
Topic 1: Manage cases and knowledge- Knowledge management
  • 1. Search and knowledge usage
    • 2. Knowledge articles creation and lifecycle
      - Case management
      • 1. Automate case routing
        • 2. Create and resolve cases
          Topic 2: Analyze and improve customer service insights- Reporting and dashboards
          • 1. Use analytics in Customer Service
            Topic 3: Configure Dynamics 365 Customer Service- Manage cases and queues
            • 1. Queue configuration and routing
              • 2. Case lifecycle management
                - Configure customer service applications
                • 1. Set up Dynamics 365 Customer Service app
                  • 2. Configure basic system settings
                    Topic 4: Manage service level agreements (SLAs) and entitlements- Entitlements
                    • 1. Create and manage entitlements
                      - SLAs configuration
                      • 1. Define SLA KPIs
                        • 2. Track SLA compliance
                          Topic 5: Implement omnichannel for customer service- Omnichannel setup
                          • 1. Chat, voice, and messaging configuration
                            • 2. Routing and work distribution

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                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q142-Q147):

                              NEW QUESTION # 142
                              You need to create and configure objects to support the requirements.
                              How should you configure the system? To answer, select the appropriate options in the answer area.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Explanation:


                              NEW QUESTION # 143
                              Case Study 2 - Lamna Healthcare
                              Background
                              Lamna Healthcare Company provides health care services to communities across the region. The company provides telehealth services only and does not offer in-person appointments. The company has staff that speak English and Spanish.
                              The company is open from 8 AM to midnight Monday through Friday to provide services. Patients can make appointments by calling or using the internet. All appointments are conducted by phone or by using a computer.
                              Current environment. Services
                              Lamna provides two types of appointments: wellness and sick. A doctor and a nurse are scheduled for each sick appointment. A doctor or a nurse are scheduled for wellness appointments.
                              Current environment. Employees
                              General
                              Employees are located in the Pacific and Eastern time zones.
                              Case representatives
                              Case representatives handle incoming calls, provide information to patients for appointments, and schedule follow-up calls with doctors. Case representatives can also help with people who want to chat online.
                              All case representatives work eight-hour shifts. Case representatives typically focus on cases that involve one type of illness. The case representatives may back up others when call volumes are large.
                              Several case representatives speak both Spanish and English. The only company holidays the case representatives have off are New Year's Eve day and New Year's Day.
                              Customer satisfaction and escalation
                              Customer satisfaction representatives monitor all activity and ensure that there is a uniform process for all calls. Case managers schedule shifts and are a point of escalation.
                              Requirements. System and resources
                              Each employee must use the system.

                              Case managers must be users in the system but must not be available for the scheduling

                              rotation or manually assigned.
                              Patients must be offered at least three alternative times to schedule an appointment.

                              Requirements. Cases
                              The system must support live chats, texting, and Twitter.

                              Case representatives must be able to chat, text, and tweet without exiting the system they use

                              to track calls.
                              Case representatives must be able to chat live only with customers whose calls are routed or

                              assigned to them.
                              Managers must be able to monitor all communication as well as add or delete quick replies.

                              Customer satisfaction representatives must be able to read agent scripts and workflows.

                              A live chat must pop up each time someone fills out the form to register for an appointment. The

                              live chat must automatically be sent to the case representative who is best qualified to answer the question.
                              There are two type of queues: regular and escalated.

                              Tickets must be routed to the most qualified representative for the illness.

                              Tickets assigned to a representative must be automatically placed in that representative's

                              queue.
                              Requirements. Chat escalation process
                              Each division must have one manager for escalations.

                              Patients who request an escalation from the website must automatically be routed to a chatbot.

                              The patient will answer predefined questions and will be alerted that someone will call them back. Chat transcripts must be sent to the appropriate manager.
                              Only escalations must go to the chat bot.

                              You must create two types of Omnichannel queues: regular and escalated.

                              Only managers must be able to access the Omnichannel Insights dashboard.

                              Requirements. Managers
                              Managers must be able to review weekly productivity reports for representatives by using

                              Omnichannel Insights dashboards.
                              Managers must be able to monitor patient moods during patients' conversations with

                              representatives.
                              Managers must be able to determine whether a patient is feeling negative during a live chat with

                              a representative.
                              Requirements. Appointments
                              Representatives must be able to schedule appointments and see everyone's free/busy time

                              during their scheduled working hours.
                              Appointments must be scheduled by representatives in open time slots for nurses and doctors.

                              Nurses and doctors must be booked for 30-minute time slots.

                              Patients must be offered at least three alternative times to schedule an appointment.

                              Requirements. Analytics
                              You must implement Customer Insights to keep track of how well representatives are managing

                              customers' requests.
                              Analytics must be viewable only in the production environment.

                              You must ensure that only escalation managers can create workspaces and control access to

                              workspaces
                              Case representatives must be rated on knowledge of their primary specialty and their backup

                              specialty.
                              Case representatives must only be able to view workspaces.

                              Managers must be able to review dashboards in the Chat channel to ensure that case

                              representatives are meeting their objectives.
                              You need to configure the system to notify managers about unhappy patients.
                              What should you do?

                              Answer: B

                              Explanation:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/oc-monitor-real-time-customer- sentiment-sessions


                              NEW QUESTION # 144
                              You are a Dynamics 365 Customer Service administrator. Emails are automatically converted to cases.
                              Users report that emails are no longer being converted to cases.
                              What is the possible cause?

                              Answer: A

                              Explanation:
                              Explanation
                              When a case creation rule is activated, a corresponding workflow is created automatically. If you create or assign a rule, you must have permissions to perform the same action on workflows. The case creation rule is applied and a case is created in context to the permissions that the owner of the case creation rule has.
                              Note: A workflow can only be activated or deactivated by the workflow owner or by someone with the Act on Behalf of Another User privilege such as the system administrator.
                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/automatically-create-case-from-email


                              NEW QUESTION # 145
                              Case Study 3 - The Phone Company
                              Overview
                              The Phone Company provides mobile devices and services to corporate clients. Each client corporation has different agreements and service level agreements (SLAs) in place. Most clients have agreements that last one year and have 30 cases available. Half the cases may be opened by phone. The other half may be opened by email.
                              The company has an existing on-premises software system. The current system no longer meets the company's needs.
                              The support desk is open 8:00 am to 8:00 pm Eastern Standard Time.
                              Requirements
                              Support desk
                              The company plans to implement Dynamics 365. The solution will include a custom entity that needs to be search enabled.
                              You must configure the system to ensure that you can determine how many support tickets and new orders tickets are received. You must be able to determine which device types have the most tickets opened for issues. Business hours in the system must reflect the hours support staff is scheduled.
                              Case handling
                              New cases must automatically route to the correct support group by phone type or new

                              purchase group without requiring custom code.
                              The system must automatically create a case when email is received by companies that are not

                              in the system.
                              The system must automatically send a response to an email sender upon case creation for new

                              orders, but not for service records.
                              Users must be able to initiate routing for manually created cases.

                              The system must create sub-cases from one customer with different cases and also if the same

                              issue is reported by several customers. Subcases must inherit the following fields: customer name, contact email address and case title.
                              Main cases must not be closed until all the sub-cases are closed.

                              Separate groups must be created for each type of service and each phone type. Access to the

                              groups must be restricted to team members that support that service or phone type.
                              When importing from the old system, old cases do not need to be routed to the correct support

                              group.
                              Knowledge base
                              Users must be able to search the knowledge base when opening a new case form or when

                              checking on cases.
                              Users must be able to use relevant searches and include any customer entities.

                              Dashboards
                              Managers must be able to see a real-time list of open cases, open activities, and expiring

                              entitlements all on one page.
                              Managers must also be able to see all open cases, escalated cases and cases by

                              representatives on one screen. Managers must be able to drill down within each area.
                              Managers need a dashboard that displays weekly statistics for cases and representatives.

                              Each representative needs to see their own tickets that are opened for the day, week, and

                              month as well as their closed tickets.
                              Service-level agreements
                              Most customers must be contacted within 90 minutes of their case being opened.

                              Some customers can purchase faster service on call backs.

                              Emails must be sent to support managers when service-level agreements (SLAs) are missed.

                              Support representatives must be able to see a timer on each case form to ensure they are

                              adhering to their SLAs.
                              SLA KPIs must be tracked in the system.

                              SLA KPIs must appear on the case form.

                              Cases must be able to be placed on hold if issues arise with related contracts.

                              Issues
                              Users report they are not able to search the Knowledge Base.
                              You need to implement service-level agreements.
                              Which type of agreements should you implement?

                              Answer: B

                              Explanation:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/define-service-level-agreements


                              NEW QUESTION # 146
                              You implement the Unified Service Desk (USD). You plan to implement actions and replacement parameters.
                              Which three symbols are valid replacement keys? Each correct answer presents a complete solution.