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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement Connected Customer Service2-6%- Set up IoT and field service integration
Manage cases and knowledge management51-55%- Create and manage cases
  • 1. Manage case hierarchies and relationships
    • 2. Implement case routing and queues
      • 3. Configure case types and statuses
        - Configure Dynamics 365 Copilot for Service
        - Implement knowledge management
        • 1. Configure knowledge search and recommendations
          • 2. Integrate knowledge with cases and portals
            • 3. Create and manage knowledge articles
              Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
              • 1. Create custom forms and workflows
                • 2. Connect Customer Service with other apps
                  Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                  • 1. Configure SLA actions and warnings
                    • 2. Manage SLA calculations and pauses
                      • 3. Define SLA KPIs and timelines
                        - Configure entitlements
                        • 1. Define entitlement terms and restrictions
                          • 2. Associate entitlements with customers and cases
                            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. Define routing rules and decision trees
                                    • 2. Set up workstreams and queues
                                      Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
                                      • 1. Integrate channels and productivity tools
                                        • 2. Set up app profiles and session templates
                                          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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q334-Q339):

                                              NEW QUESTION # 334
                                              Your organization plans to use Microsoft Power BI to access and analyze data in Dynamics 365 for Customer Service.
                                              You need to configure a Power BI connection to a Dynamics 365 organization named Contoso.
                                              Which service URL should you use?

                                              Answer: B


                                              NEW QUESTION # 335
                                              You are a Microsoft Dynamics 365 for Customer Service administrator. You create an article for a knowledge base. A reviewer selects articles for review.
                                              You approve some articles and revert some articles to draft status.
                                              For each action, what should you do next? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation


                                              NEW QUESTION # 336
                                              You are configuring a single business process flow in Dynamics 365 for Customer Service.
                                              You need to design the business process flow.
                                              What should you do?

                                              Answer: A

                                              Explanation:
                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/enhance-business-processflows-branching


                                              NEW QUESTION # 337
                                              You are customizing a Dynamics 365 Customer Service implementation for a call center.
                                              The call center wants to enable SMS as a channel for the customer service department.
                                              You need to complete the SMS channel configuration.
                                              Which account information should you use for each provider? To answer, drag the appropriate types of account information to the correct SMS channel provider. Each type of account information 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/configure-sms-channel-twilio
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-sms-channel


                                              NEW QUESTION # 338
                                              You are implementing Omnichannel for Customer Service for a call center.
                                              The call center's requirements for the implementation are as follows:
                                              When a new chat conversation is started, the Customer Summary and New Case form tabs must be open.
                                              The Customer Summary tab must be the primary tab during the conversation.
                                              Agents must be able to close the New Case form tab.
                                              Agents must not be able to close the Customer Summary tab.
                                              You need to configure the tabs.
                                              Which configuration should you use for each tab? To answer, drag the appropriate types of account information to the correct SMS channel provider. Each type of account information 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:


                                              NEW QUESTION # 339
                                              ......

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