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| Section | Weight | Objectives |
|---|---|---|
| Configure agents and AI capabilities | 13% | - Implement AI-powered self-service agents
|
| Implement channels and engagement experiences | 33% | - Configure proactive engagement
|
| Configure work distribution and routing | 13% | - Configure workstreams and queues
|
| Configure representative experience and productivity | 18% | - Configure supervisor capabilities
|
| Manage analytics and continuous improvement | 13% | - Monitor and troubleshoot operations
|
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NEW QUESTION # 15
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.
Answer: A,C
Explanation:
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/
NEW QUESTION # 16
A company has development, test, and production environments for Dynamics 365 Contact Center. The ALM strategy requires:
- Predictable, repeatable promotion of changes between environments.
- No manual reconfiguration of components after import.
- Full audit trail of what was deployed and when.
You need to recommend an approach.
What should you do?
Answer: C
Explanation:
Application lifecycle management (ALM) best practice for Dynamics 365 Contact Center is to isolate customization in a dedicated development environment, package changes into managed solutions, and promote them through a release pipeline (Azure DevOps or Power Platform pipelines) into test and production. This provides repeatability, an audit trail, and prevents drift from manual post-import edits. Developing directly in production violates ALM principles and creates risk of untracked changes.
NEW QUESTION # 17
A company must ensure that work continues to be routed when there is a challenge in routing for voice queues or the voice queues reach capacity.
You need to configure the workstream and queue to meet the requirement.
Which two items should you configure? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer: C,D
Explanation:
To ensure work continues to be safely routed when there is a challenge in the routing rules or the voice queues reach full capacity, you must set up the following two items:
Fallback queue (configured on the Workstream): This acts as a safety net. If there is a routing error or if the intake/route-to-queue rules fail to resolve to a specific queue, the workstream automatically passes the call to the fallback queue so it is not dropped or lost.
Overflow conditions / management (configured on the Queue): This manages peak load scenarios when a queue reaches its limits. You configure rules such as Work item limit exceeds or Wait time exceeds to automatically trigger actions like transferring the caller to a backup queue, offering a direct callback, or routing to a voicemail.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/manage-overflow
NEW QUESTION # 18
Supervisors report that some conversations are taking unusually long to route, and they need to understand exactly which rule, classification step, or condition is causing the delay for a specific conversation.
You need to recommend a troubleshooting approach.
What should you do?
Answer: D
Explanation:
Conversation diagnostics provides a step-by-step trace of how a specific conversation was classified and routed - including which rules, skills, and queues were evaluated - enabling targeted troubleshooting instead of broad, disruptive changes like rebuilding routing or blanket capacity increases.
NEW QUESTION # 19
Case Study 3 - VanArsdel, Ltd
Background
VanArsdel, Ltd. is a global company that provides outsourced customer support services for enterprise clients across multiple industries, including retail, healthcare, and financial services.
VanArsdel, Ltd. is implementing Microsoft Dynamics 365 Contact Center to modernize its contact center operations. The company aims to provide a unified omnichannel experience for customers and improve customer service representative (CSR) productivity through AI-driven tools and automation.
The implementation will support voice, chat, and digital messaging channels. The initial rollout focuses on voice capabilities and AI-assisted CSR experiences. The solution must be scalable and configurable using out-of-the-box functionality where possible.
The company employs approximately 500 CSRs, 50 supervisors, and a small team of system administrators responsible for configuration and maintenance. Some back-office CSRs are available for consultations with frontline CSRs.
VanArsdel, Ltd. currently operates multiple outdated CCaaS platforms across its divisions. The company is concerned about CSR adoption and therefore plans to adopt a phased approach. The company plans to use its existing CCaaS solution with Copilot Service workspace to enable adoption of the agent desktop while the voice channel and associated capabilities are developed.
Current environment
Contact Center channels
VanArsdel, Ltd. currently uses an outdated telephony system integrated with a third-party CRM.
The system lacks support for modern APIs and does not provide advanced analytics or AI capabilities.
The company plans to replace the outdated system with Dynamics 365 Contact Center and Microsoft Teams Phone functionality.
Outbound communication capabilities are limited in the current system to SMS only and must be enhanced to support proactive engagement campaigns. A third-party tool is used to manage current campaigns.
CSR experience
CSRs currently rely on multiple disconnected systems to manage customer interactions. This results in inefficiencies and increased handling times.
The new solution must provide a unified interface with embedded productivity tools, including:
- AI-powered suggestions during live interactions.
- Suggested responses based on the CSR's interaction with the agent desktop and the conversation context.
- Real-time transcription and sentiment analysis.
- Integration with company-owned knowledge bases.
CSRs must be able to interact with customers through voice and digital channels within a single workspace. The sales director requires CSRs to be able to collect orders from their third-party order management tool from the Productivity panel. CSRs must be prevented from accessing payment information.
Data protection and compliance
VanArsdel, Ltd. handles sensitive customer data, including personally identifiable information (PII) and payment details.
The company must comply with strict data protection regulations, including:
- Masking sensitive data during live interactions.
- Preventing National Identity and payment card information from being stored in transcripts and AI generated summaries.
- Ensuring secure handling of customer information across all channels.
The current system does NOT provide adequate data masking capabilities.
Integration requirements
The company uses several internal systems, including:
- A customer account management system.
- A billing platform.
- A knowledge management system.
These systems must be integrated with Dynamics 365 Contact Center to provide CSRs with relevant information during interactions.
The company also has a third-party marketing platform. However, the company currently does NOT plan to integrate the platform and instead is evaluating Customer Insights - Journeys.
Business requirements
Voice channel implementation
VanArsdel, Ltd. must implement a voice channel that meets the following requirements:
- Support inbound and outbound voice calls by using Microsoft Teams Phone.
- Enhance call controls by using SDK APIs.
- Allow supervisors to monitor and manage live calls.
- Provide real-time insights into call performance.
The solution must support scalability to handle peak call volumes during seasonal demand.
Proactive engagement
The company must implement proactive outbound engagement capabilities, including:
- Proactive Dialer to adjust call pacing based on CSR availability and answer rates.
- Trigger-based engagement based on customer actions.
- Integration with customer data to personalize outreach.
Outbound campaigns must be configurable without requiring custom code.
Agent assist and AI capabilities
VanArsdel, Ltd. must enhance CSR productivity by implementing AI-powered assistance features, including:
- Suggested responses during customer interactions.
- Automated knowledge article recommendations.
- Real-time transcription and summarization.
- Real-time assistance sent to the CSR in the send message box during chat conversations.
The company also plans to extend Copilot capabilities by integrating custom plugins, tools, and connectors.
Additionally, a bot must be implemented to support CSRs by providing interactable contextual guidance during interactions.
Voice agent configuration
The company must configure voice agents to support natural and efficient customer interactions.
The solution must include:
- Real-time speech recognition.
- Accurate transcription of customer conversations.
- Configurable voice settings to optimize performance.
Voice agents must follow best practices to ensure high-quality interactions and minimize errors.
Technical requirements
Channel Integration Framework
VanArsdel, Ltd. requires a phased approach to deploying the voice channel. The company plans to use its existing CCaaS solution with Copilot Service workspace to enable adoption of the agent desktop while the voice channel and associated capabilities are developed. The company requires the Channel Integration Framework to be built to:
- Click-to-act functionality for outbound communication.
- Integration with third-party applications.
- A consistent user experience for CSRs.
Sensitive data masking
The solution must include sensitive data masking capabilities that:
- Automatically detect and mask sensitive information during interactions.
- Prevent exposure of sensitive data in logs and transcripts.
- Allow administrators to configure masking rules.
Omnichannel JavaScript API
Custom extensions must be developed by using the Omnichannel JavaScript API to:
- Provide enhanced automation during a conversation.
- Display conversation dynamically based on the defined business process.
- Provide contextual information during customer interactions.
These extensions must be maintainable and align with best practices.
Supervisor experience
Supervisors must have access to advanced analytics and monitoring tools, including:
- Real-time dashboards for intraday CSR performance.
- Historical insights into call volumes and trends.
- Tools to manage and optimize CSR workloads.
The supervisor app must be used to provide actionable insights that improve operational efficiency.
Issues
VanArsdel, Ltd. has identified the following issues in the current environment:
- CSRs experience delays due to switching between multiple systems.
- Sensitive customer data is exposed during interactions.
- Outbound engagement capabilities are limited and not automated.
- Supervisors lack visibility into real-time performance metrics.
- Voice interactions lack transcription and AI-assisted features.
Problem statement
VanArsdel, Ltd. must implement a modern contact center solution by using Dynamics 365 Contact Center to:
- Improve CSR productivity through AI and automation.
- Ensure compliance with data protection regulations.
- Enhance customer engagement through proactive outreach.
- Provide a unified and efficient CSR experience.
- Enable supervisors to monitor and optimize operations effectively.
The solution must be scalable, secure, and aligned with best practices for configuring channels, AI capabilities, and integrations.
Drag and Drop Question
You need to implement programmatic control of voice interactions to enable interactions with back-office CSRs.
Which modules should you use? To answer, move the appropriate modules to the correct requirements. You may use each module once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Presence
To ensure the accuracy of the back-office availability status when integrating a third-party CCaaS solution with the Copilot Service workspace, you must use Presence.
In Dynamics 365 Contact Center / Omnichannel, Presence defines the representative's availability status (such as Available, Busy, or custom states). When blending external CCaaS voice capabilities with the native workspace, the Presence Synchronization APIs (e.g., CCaaS_GetPresence) are utilized programmatically to update and reflect accurate agent availability in real time across both platforms, preventing overbooking.
Box 2: Conversation
You can use the Conversation component to get a Copilot summary of an ongoing voice interaction in Dynamics 365 Contact Center.In a hybrid CCaaS (Bring Your Own Carrier/Channel) deployment model-where you use a third-party voice solution alongside the Copilot Service workspace-the native Dynamics 365 Conversation component is designed to display live transcripts and Copilot AI features like real-time summaries, sentiment analysis, and next-best actions.
Reference:
https://learn.microsoft.com/en-us/dynamics365/contact-center/use/voice-channel-agent-experience
https://learn.microsoft.com/en-us/dynamics365/guidance/reference-architectures/contact-center-dynamics-365-customer-service-enterprise
NEW QUESTION # 20
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