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| Section | Objectives |
|---|---|
| Topic 1: Knowledge and case management with AI | - Configure knowledge base for agent assistance - Implement case routing and automation rules |
| Topic 2: Design AI-enabled contact center experiences | - Configure Dynamics 365 Customer Service capabilities - Implement AI-assisted agent experiences with Copilot |
| Topic 3: Implement omnichannel engagement | - Configure digital messaging and chat channels - Enable voice and unified routing scenarios |
| Topic 4: Measure and improve customer experience analytics | - Analyze contact center performance metrics - Use insights to improve service quality |
| Topic 5: Optimize agent productivity using Copilot and automation | - Configure workflow automation for service operations - Use Copilot for response generation and summarization |
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질문 # 10
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.
정답：D,E
설명：
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/
질문 # 11
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?
정답：D
설명：
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
질문 # 12
Hotspot Question
You are configuring inbound and outbound calling behavior for voice interactions.
Inbound calls must follow the appropriate handling configuration. Outbound calls must display the specified caller ID when a customer service representative (CSR) places the call.
You need to perform the necessary task for each requirement.
What task should you perform to meet each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
정답：
설명：
Explanation:
Box 1: Assign the inbound profile to the phone number
To configure direct inbound calls to follow a specific handling configuration in Dynamics 365 Contact Center, you assign the inbound profile to the phone number (or user/representative for direct inward dialing).
Box 2: Assign the queue to the outbound profile.
Outbound Calling Configuration
When setting up an outbound profile in Dynamics 365 Contact Center or Customer Service, you configure the caller ID by linking the specific queue and capacity profile.
In the outbound profile settings, you select the Queue from a dropdown list and specify the desired Caller ID number.
This association ensures that when a customer service representative (CSR) assigned to that queue makes an outbound call, the correct specified caller ID is displayed to the customer.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/configure-outbound-inbound-profiles
질문 # 13
Drag and Drop Question
A company is evaluating cost drivers for a Dynamics 365 Contact Center deployment that has the following license types:
- Dynamics 365 Contact Center (Digital + Voice)
- Dynamics 365 Contact Center Voice
The company must be able to associate platform costs for the following with their billing models:
- Copilot-generated responses
- Customer service representative (CSR) platform access
- Call recording and telephony minutes
- Included IVR minutes per user
You need to identify the billing method for each cost component.
Which billing method should you select for each component? To answer, move the appropriate billing methods to the correct Contact Center feature. You may use each billing method 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.
정답：
설명：
Explanation:
Box 1: Consumption-based billing
Copilot-generated responses and advanced AI actions in Dynamics 365 Contact Center are billed via a consumption-based model using Copilot Credits through Microsoft Copilot Studio.
Box 2: Per-user billing
The billing method for Customer Service Representative (CSR) platform access in Microsoft Dynamics 365 Contact Center is structured as a subscription-based, named per-user licensing model.
Each representative accessing the platform requires their own dedicated, monthly user subscription license (USL). Microsoft does not utilize concurrent seat or shared user licensing for this platform.
Box 3: Consumption-based billing
The billing method for call recording and telephony minutes in Dynamics 365 Contact Center is consumption-based billing (utilizing a pay-as-you-go model via underlying Azure Communication Services or direct operator usage).
Box 4: Included entitlement
The billing method for included IVR minutes per user in Dynamics 365 Contact Center is an included entitlement.
Entitlement pool: Each user license for Dynamics 365 Contact Center Voice (or the combined Digital + Voice bundle) comes with an allocation of 2,000 Intelligent Voicebot (IVR) minutes per user per month.
Tenant pooling: These minutes accrue and are pooled together at the tenant level based on the total number of user licenses purchased.
Consumption rule: Calls handled by the conversational IVR bot draw from this collective tenant pool rather than triggering separate consumption-based line-item bills until the included capacity is exceeded.
Reference:
https://www.microsoft.com/en-us/dynamics-365/products/contact-center/pricing
질문 # 14
A company plans to deploy a global voice channel for Dynamics 365 Contact Center.
The solution must meet the following requirements:
- Use existing carriers and numbers.
- Use existing Session Border Controllers (SBCs) in each office
location.
You need to design the voice architecture to meet the requirements.
What should you do?
정답：B
설명：
You must Deploy Direct Routing for Contact Center (via Azure Communication Services Direct Routing) to use your existing carriers, numbers, and on-premises Session Border Controllers (SBCs).
Steps
1. Connect your SBCs: Link your certified office SBCs to Azure Communication Services (ACS).
2. Port or sync numbers: Port your existing carrier phone numbers into ACS and sync them to your Dynamics 365 Contact Center environment.
3. Configure routing: Set up voice routes and tie the connected channels to your designated workstreams.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/voice-channel-bring-your-own-number
질문 # 15
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