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| Section | Objectives |
|---|---|
| Implement omnichannel engagement | - Enable voice and unified routing scenarios - Configure digital messaging and chat channels |
| Design AI-enabled contact center experiences | - Configure Dynamics 365 Customer Service capabilities - Implement AI-assisted agent experiences with Copilot |
| Measure and improve customer experience analytics | - Use insights to improve service quality - Analyze contact center performance metrics |
| Knowledge and case management with AI | - Implement case routing and automation rules - Configure knowledge base for agent assistance |
| Optimize agent productivity using Copilot and automation | - Use Copilot for response generation and summarization - Configure workflow automation for service operations |
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問題 #104
A company deploys a chat widget on its support website.
Visitors remain idle on product pages and leave without contacting support.
You need to set up the system so the company can engage customers automatically.
What are two actions you can perform? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
答案：B,D
解題說明：
To automatically engage idle visitors on your product pages, you need to implement proactive chat within your Dynamics 365 Contact Center configuration.
The two essential steps to take are:
[C]
1. Enable Proactive Chat in the Admin Center: Navigate to your chat channel's workstream settings, locate the chat widget configuration tab, and turn the Proactive chat toggle to On (or Yes).
Implement the JavaScript SDK Code on the Web Pages: Embed a customized JavaScript code block using the Microsoft.Omnichannel.LiveChatWidget.SDK.startProactiveChat method on the target website product pages. This code monitors visitor inactivity or time spent on the page and automatically triggers the proactive chat invite when criteria are met.
[A]
To engage customers automatically based on their idle behavior, you should develop proactive chat triggers based on visitor behavior conditions.
Proactive chat triggers monitor visitor actions in real time (such as time spent on a page, specific URL visits, or idle time) and automatically launch the chat widget invitation to the customer.
Incorrect:
Agent scripts, on the other hand, only guide the human agent on what to say after a conversation has already been initiated. They cannot automatically pop up a chat box for an idle website visitor.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/develop/start-proactive-chat
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/add-chat-widget
問題 #105
A company uses Dynamics 365 Customer Service to manage knowledge articles.
The company deploys a customer self-service portal.
Customers report that they cannot find any knowledge articles in the portal. Customer service representatives can access articles internally.
Customers must be able to access knowledge articles. The solution must:
- Ensure knowledge articles are visible in the portal.
- Ensure only approved and published content is exposed.
- Avoid exposing draft or internal-only articles.
You need to ensure that knowledge articles are available in the portal according to the requirements.
Which two actions should you perform? Each correct answer presents part of the solution.
答案：D,E
解題說明：
To achieve all three requirements for exposing Dynamics 365 Customer Service knowledge articles on your customer self-service portal, you need to configure the Publishing Settings, Internal vs. External visibility settings, and Data Permissions.
[E]
Step 1: Set the Article Status and Expose to the Web
To meet requirement Approved/Published only and requirement No drafts, articles must explicitly go through the correct lifecycle stage: [
1. Navigate to Knowledge Articles and open the target article.
2. In the publishing dialog box, look for the Internal field and ensure it is set to No. If set to Yes, the article remains restricted to internal customer service representatives.
[D]
Step 2: Configure Content Access Levels (CAL)
To satisfy requirement Visible to clients and requirement Internal-only hidden, ensure Content Access Levels are correctly mapped to your portal users:
1. Go to the Portal Management App within Power Apps.Under Website > Site Settings, check if the setting KnowledgeManagement/ContentAccessLevel/Enabled is configured.
2. If it is set to true, the system filters articles based on the digital badges/access levels assigned to portal accounts. Ensure your external clients' Web Roles have the appropriate Content Access Level assigned to match the articles.
3. If it is set to false, all Published/External articles are globally visible to anyone on the portal (including anonymous users, depending on table permissions).
4. On the Knowledge Article record itself, assign the matching Content Access Level in the sub- grid if CAL filtering is active.
Reference:
https://meganvwalker.com/filter-knowledge-based-articles-with-content-access-levels/
問題 #106
Hotspot Question
A company uses intent-based routing for customer chat conversations.
The company must be able to:
- Route billing-related conversations to specialists who handle billing intents.
- Ensure routing stays within the correct part of the company.
You need to configure intent-based routing.
How should you perform the configurations? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
答案：
解題說明：
Explanation:
Box 1: Create a route-to-queue rule.
To set up intent-based routing to meet this requirement, you must create a route-to-queue rule.
In Dynamics 365 Contact Center, intent-based routing uses integrated Copilot Studio AI models to detect what a customer wants (their "intent") right at the start of a conversation.
Intent Prediction: The system identifies that a conversation belongs to a specific intent (e.g., Billing).
Rule Mapping: A route-to-queue rule is evaluated. This rule checks if the predicted intent matches Billing.
Queue Assignment: If it matches, the rule automatically routes the conversation to your designated Billing queue containing your specialists.
While queue assignment methods and user groups (queues) are part of the overall routing architecture, the specific configuration action that links an intent to its final destination is the route-to-queue rule.
Box 2: Assign queue to a line of business.
To ensure intent-based routing stays within the correct part of a Dynamics 365 Contact Center environment, you must configure Lines of Business (LOBs), map appropriate User Groups to specific Intent Groups, and build conditional Route-to-Queue or Classification rules using those attributes.
Steps
1. Create Lines of Business: Go to the Copilot Service Admin Center and define distinct Lines of Business to partition your environment by department, brand, or service area.
2. Configure Intent Discovery:.
3. Review and Approve Intents
4. Set Up User Groups
5. Author Routing Rules
Create Route-to-Queue or classification rules in your messaging workstream that evaluate specific conditional attributes-such as line of business or intent group-to force the conversation strictly into the designated queue or user group.
Reference:
https://www.linkedin.com/posts/microsoft-dynamics-365-community_dynamics365-contactcenter-customersupport-activity-7354450347211321346-TO1k
問題 #107
A company wants representatives to see the customer's current shopping cart contents inside the conversation panel, sourced from an external e-commerce system, without building a fully custom app.
You need to recommend a configuration approach.
What should you do?
答案：B
解題說明：
Context variables pass structured data (such as a cart ID) into the conversation, and the Channel Integration Framework (CIF) lets external line-of-business data - such as e-commerce cart details
- be surfaced within the agent's session/timeline without full custom app development. Pre-chat surveys and quick replies don't pull live external system data.
問題 #108
A company wants to move Dynamics 365 Contact Center customizations from a development environment to a test environment. The company must avoid rebuilding the customizations and hard-coding environment-specific values into the deployment package.
You need to prepare the deployment.
Which actions should you perform? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
答案：
解題說明：
問題 #109
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