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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
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
      Implement scheduling10-14%- Configure service scheduling
      • 1. Implement scheduling rules and availability
        • 2. Define service activities and requirements
          • 3. Set up resources and resource groups
            Implement routing and work distribution2-6%- Configure unified routing
            • 1. Set up workstreams and queues
              • 2. Define routing rules and decision trees
                Implement Connected Customer Service2-6%- Set up IoT and field service integration
                Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
                • 1. Build custom dashboards and visualizations
                  • 2. Use out-of-box Customer Service reports
                    - Implement Customer Voice surveys and feedback
                    Manage cases and knowledge management51-55%- Implement knowledge management
                    • 1. Integrate knowledge with cases and portals
                      • 2. Create and manage knowledge articles
                        • 3. Configure knowledge search and recommendations
                          - Configure Dynamics 365 Copilot for Service
                          - Create and manage cases
                          • 1. Configure case types and statuses
                            • 2. Implement case routing and queues
                              • 3. Manage case hierarchies and relationships
                                Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                                • 1. Define entitlement terms and restrictions
                                  • 2. Associate entitlements with customers and cases
                                    - Implement SLAs
                                    • 1. Define SLA KPIs and timelines
                                      • 2. Configure SLA actions and warnings
                                        • 3. Manage SLA calculations and pauses
                                          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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q257-Q262):

                                              NEW QUESTION # 257
                                              You are a Dynamics 365 Customer Service administrator.
                                              You must track issues submitted by customers.
                                              You need to configure case settings for the Service Management module.
                                              What should you configure? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Graphical user interface, text, application Description automatically generated


                                              NEW QUESTION # 258
                                              Drag and Drop Question
                                              You are configuring Dynamics 365 Customer Service.
                                              Child cases must inherit the customer name and contact from the parent case when opened.
                                              You need to configure the case inheritance.
                                              Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 259
                                              You are a Dynamics 365 for Customer Service administrator.
                                              You need to import cases from a file without applying routing rules.
                                              Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

                                              Answer:

                                              Explanation:

                                              Explanation

                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/create-rulesautomatically


                                              NEW QUESTION # 260
                                              You need to ensure cases are handled correctly.
                                              What should you do? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/overview-unified-routing


                                              NEW QUESTION # 261
                                              You are a Dynamics 365 for Customer Service administrator.
                                              Your company provides standard support contracts for 20 hours of email support. Phone is offered as a premium service in allotments of 10 incidents.
                                              You need to set up an entitlement template for the standard support.
                                              What should you configure?

                                              Answer: C


                                              NEW QUESTION # 262
                                              ......

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