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Microsoft MB-230 Exam Syllabus Topics:

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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q103-Q108):

                                              NEW QUESTION # 103
                                              You need to create an entitlement template. In System Settings, you navigate to Service Management.
                                              Which four 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:

                                              1 - Create new Entitlement template
                                              2 - Enter 30 in Total Entitlement terms
                                              3 - Enter 15 phone and 15 emails for terms in Entitlement Channel
                                              4 - Save the template
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-entitlements-templates


                                              NEW QUESTION # 104
                                              You need to create the dashboards.
                                              Which dashboard types should you use? To answer, drag the appropriate dashboard types to the correct scenario. Each dashboard 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:

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-dashboard


                                              NEW QUESTION # 105
                                              A company has a Dynamics 365 Customer Service implementation that uses the voice channel feature.
                                              Supervisors need to review reports to see how the representatives are performing on the following metrics:
                                              * Percentage of calls that are answered within 30 seconds in the previous four hours.
                                              * Number of calls that are rejected by each representative in the previous four hours.
                                              You need to change the configuration of reports to ensure that they default to the requirements.
                                              Which reports should you configure? To answer, drag the appropriate reports to the correct metrics. Each report 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


                                              NEW QUESTION # 106
                                              You are implementing Omnichannel for Customer Service for a company.
                                              The company has the following requirements:
                                              The Knowledgebase article search tab must open when a new chat conversation begins.

                                              The Chat Session template must be in expanded mode for the agents.

                                              You need to complete the implementation to meet the requirements.
                                              Which configuration should you use for each requirement? To answer, select the appropriate options in the answer area.

                                              Answer:

                                              Explanation:

                                              Explanation:
                                              Box 1: Docked
                                              Communication panel mode - Select the default mode of the panel when a session is started. Choose one of the following:
                                              Docked: The panel will be in expanded mode.
                                              Minimized: The panel will be in minimized mode.
                                              Hidden: The panel will be hidden.
                                              Box 2: Entity Search
                                              Manage application tab templates, Search, The following parameters are available for the entity search page type.
                                              searchType - Define to use Relevance search or Categorized search.
                                              searchText - Define the string you want to search.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/session-templates
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/application-tab-templates


                                              NEW QUESTION # 107
                                              You are an Omnichannel supervisor for a company.
                                              The company wants to deploy an Omnichannel Insights dashboard.
                                              You need to set up and monitor KPIs.
                                              In which section is each KPI located? To answer, drag the appropriate sections to the correct KPIs. Each section may be used once, more than once, of 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:

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/omnichannel-insights-dashboard


                                              NEW QUESTION # 108
                                              ......

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