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| Section | Weight | Objectives |
|---|---|---|
| Manage analytics and continuous improvement | 13% | - Implement governance and compliance
|
| Configure representative experience and productivity | 18% | - Configure supervisor capabilities
|
| Configure agents and AI capabilities | 13% | - Enable AI-assisted experiences
|
| Implement channels and engagement experiences | 33% | - Configure proactive engagement
|
| Configure work distribution and routing | 13% | - Configure workstreams and queues
|
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NEW QUESTION # 25
A company must be able to monitor campaign success and customer service representative performance during proactive engagement campaigns.
You need to configure the monitoring capabilities to meet the requirements.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Answer: C,D
Explanation:
You need to view and analyze the following built-in reporting assets:
[E]
The Proactive Outbound / Proactive Engagement Dashboards: These give you comprehensive visibility into campaign success metrics. You can track KPIs such as delivery status, result, dialing modes, connect rate percentages, live person deliveries, and abandoned conversations.
[D]
The Real-Time Proactive Engagement Report: This provides an in-flight, live view of active outbound activity, allowing you to monitor ongoing pacing, engagement workloads, and immediate campaign progress as it happens.
Reference:
https://github.com/MicrosoftDocs/dynamics-365-contact-center/blob/main/contact-center/use/proactive-engagement-dashboard.md
https://learn.microsoft.com/en-us/dynamics365/customer-service/use/intro-realtime-analytics-dashboard
NEW QUESTION # 26
A company wants new representatives to automatically receive the correct security role and capacity settings as soon as their Microsoft Entra ID account is provisioned, without an administrator manually configuring each user.
You need to recommend a scalable approach for managing user access and workload capacity.
What should you do?
Answer: D
Explanation:
The scalable pattern is to manage access and capacity through team membership rather than per-user assignment: link Microsoft Entra ID security groups to Dataverse teams that carry the appropriate (including custom) security roles, and apply capacity profiles at the team or role level so new users inherit the correct settings automatically on provisioning. Assigning System Administrator broadly violates least-privilege principles.
NEW QUESTION # 27
Case Study 1 - Fabrikam, Inc
Background
Fabrikam, Inc. is a mid-sized global company that provides outsourced customer support services for retail and telecommunications clients. The company operates multiple regional contact centers. Fabrikam, Inc. is transitioning to a unified cloud-based platform by implementing Microsoft Dynamics 365 Contact Center.
The goal is to improve customer satisfaction, reduce average handling time, and increase workforce productivity while enabling AI-assisted customer interactions.
Fabrikam, Inc. has an established Microsoft ecosystem, including Microsoft Azure and Microsoft Power Platform. The company requires that all implementations follow best practices for scalability, maintainability, and governance, while aligning with internal governance and security standards.
Current environment
Contact Center infrastructure
- Fabrikam, Inc. currently uses an outdated on-premises telephony system that does NOT integrate with modern CRM systems.
- The company is migrating to Dynamics 365 Contact Center to support voice-based interactions.
- Azure resources are centrally managed by the IT team.
- Azure Application Insights is provisioned but not yet connected to any contact center workload.
- Microsoft Entra ID is used for identity and access management.
Application lifecycle management (ALM)
- The company maintains separate development, test, and production environments in Microsoft Dataverse.
- Solutions are deployed as managed or unmanaged depending on the environment.
- Configuration data must be moved between environments without manual recreation.
- The IT team requires repeatable and governed deployment processes.
Users and roles
- Customer service representatives (CSRs) handle inbound customer calls.
- Supervisors monitor performance and manage workforce scheduling.
- Administrators configure and maintain the system.
- Roles are defined for CSRs, supervisors, and administrators, but permissions are not consistently enforced.
- Access must be restricted based on user responsibilities to enforce least privilege.
Business requirements
Voice channel
- Customers must be able to contact customer support through an inbound voice channel.
- Incoming calls must be routed to available CSRs based on predefined criteria.
- Customer input must be collected through an automated interaction before routing.
- Some inquiries must be resolved without involving a human representative.
- When escalation is required, CSRs must receive relevant information collected earlier in the interaction.
Workforce management (WFM)
- Supervisors must define shifts and assign schedules for CSRs.
- CSRs must receive interactions during their scheduled shifts only.
- Some shifts must allow for times that do NOT accept phone calls.
- WFM capabilities must be enabled within the contact center solution.
AI and automation
- The solution must support AI-driven capabilities to handle frequently asked customer questions.
- The system must support generative AI for natural, conversational interactions.
- When an issue cannot be resolved automatically, escalation paths must be defined.
Routing and work assignment
- Customer interactions must be managed through a structured process to ensure consistent handling.
- Information collected during the voice agent interactions must be available to CSRs.
- CSRs must be assigned to handle interactions based on their expertise.
Analytics and monitoring
- The company must monitor conversation performance and identify and troubleshoot issues affecting customer experience.
- The solution must provide detailed diagnostic information to support troubleshooting across the interaction lifecycle.
- Supervisors must be able to analyze interaction quality and identify trends and bottlenecks.
Technical requirements
Voice channel configuration
- Dynamics 365 Contact Center must be used to support voice-based customer interactions.
- The solution must support inbound calling through configured phone numbers.
- Voice interactions must be routed in a way that follows best practices for scalability and consistent performance.
IVR and voice agents
- IVR flows must support both naturally spoken input and keypad input.
- Voice agents must be configured by using Copilot Studio.
- AI agents must be able to retrieve customer data from backend systems when needed.
Security and access
- Access must be restricted based on user responsibilities and follow the principle of least privilege.
- CSRs must access records relevant to only the interactions they handle.
- Supervisors must have visibility into CSR performance and schedules.
- Administrators must have full access to configure and manage the solution.
ALM and deployment
- Production deployments must use managed solutions.
- Configuration data must be moved between environments by using supported tools and without manual recreation.
- Deployment processes should be automated to ensure consistency and reliability.
Issues
- The current system lacks integration between voice interactions and CRM systems.
- CSRs receive calls outside of their scheduled shifts.
- Fabrikam, Inc. has no consistent process for deploying configurations across environments.
- AI capabilities are underused, resulting in increased interaction volumes.
- Some customers interact from a noisy environment, which makes it difficult for CSRs and agents to serve them efficiently.
- Supervisors lack visibility into detailed conversation diagnostics.
- Access permissions are not consistently aligned with user responsibilities, causing access inconsistencies.
You need to resolve inconsistent access across user personas.
What should you do?
Answer: A
Explanation:
To fix access inconsistencies across your Dynamics 365 Contact Center environments, you need to establish a structured, persona-based security model. Because Microsoft Dataverse security roles are environment-agnostic custom solutions, you can build and test these roles in your Development environment and safely promote them to Test and Production using Dataverse Solutions.
Scenario:
Roles are defined for CSRs, supervisors, and administrators, but permissions are not consistently enforced.
Access permissions are not consistently aligned with user responsibilities, causing access inconsistencies.
The company maintains separate development, test, and production environments in Microsoft Dataverse.
Reference:
https://learn.microsoft.com/en-us/power-platform/admin/database-security
NEW QUESTION # 28
A supervisor wants to validate a new routing and bot configuration before rolling it out to live customers, without impacting real conversations.
You need to recommend a capability that lets the team test end-to-end conversation flows safely.
What should you enable?
Answer: D
Explanation:
Agent simulation allows administrators and supervisors to run synthetic conversations through configured journeys - including routing, bots, and agent assist - to validate behavior before exposing changes to real customers. The Quality Evaluation agent scores completed real conversations rather than simulating new ones, and the Health Agent proactively investigates operational issues rather than testing journeys.
NEW QUESTION # 29
A company uses Dynamics 365 Contact Center to support its customer service representatives (CSRs) in handling multiple customer interactions. CSRs work with several entities and forms during each interaction.
CSRs must have the required data available when a new session starts.
You need to configure the Copilot Service workspace.
Which template type should you configure?
Answer: C
Explanation:
The best template type for this scenario is the application tab template.
An application tab template in Dynamics 365 Contact Center defines exactly which application pages, custom forms, entities, or third-party web apps automatically open when a customer service representative (CSR) starts a new customer session.
Preloading Contextual Data: By configuring application tab templates and associating them with a session template, you guarantee that required entities (such as case forms, customer accounts, or specific scripts) are instantly preloaded and readily available to the agent without requiring manual navigation.
Anchor & Additional Tabs: Every session requires at least one unclosable "Anchor tab" (such as the Active Conversation or Customer Summary page) and can load multiple additional tabs side by side to support high-productivity, multi-tasking scenarios Reference:
https://github.com/MicrosoftDocs/dynamics-365-customer-engagement/blob/main/ce/customer-service/administer/application-tab-templates.md
NEW QUESTION # 30
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