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Microsoft MB-230 Exam Syllabus Topics:

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

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                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q306-Q311):

                              NEW QUESTION # 306
                              You are a customer service representative using Dynamics 365 Customer Service Hub.
                              You need to link the knowledge base records that relate to cases and send articles to customers.
                              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 them correct order.

                              Answer:

                              Explanation:

                              1 - Open an existing case record
                              2 - Type the search terms relating to the case issue in the KB Records tab
                              3 - Locate the knowledge-base article.Select Link, and then select Email.


                              NEW QUESTION # 307
                              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 create the queue for cases.
                              What type of queue should you create?

                              Answer: B

                              Explanation:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-queues-manage- activities-cases


                              NEW QUESTION # 308
                              You are a Dynamics 365 for Customer Service administrator. You enable full-text, relevance, and category search.
                              You need to use the knowledge base search control to locate knowledge base articles that contain each of the following words anywhere in an article, regardless of which product an article refers to:
                              Elevator
                              Motor
                              Sizing
                              How should you configure the search? To answer, select the appropriate options in the answer area.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/relevance-search-results


                              NEW QUESTION # 309
                              A company uses Dynamics 365 Customer Service.
                              Agents note that when a customer calls, they are unable to view all activities associated with the customer and the customer's company.
                              Agents must be able to view tasks, appointments, phone calls, emails, notes, and system and user posts.
                              You create a model-driven app to display the information.
                              You need to configure the model-driven app main form.
                              Which two actions should you perform? Each correct answer presents part of the solution.
                              NOTE: Each correct selection is worth one point.

                              Answer: B,C


                              NEW QUESTION # 310
                              A company uses Dynamics 365 for Customer Service.
                              You need to document the case resolution process.
                              How are each of the cases resolved? To answer, select the appropriate options in the answer area.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Explanation

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


                              NEW QUESTION # 311
                              ......

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