Free PDF 2026 Microsoft Trustable MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant Certification Sample Questions

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implement routing and work distribution2-6%- Configure unified routing
  • 1. Set up workstreams and queues
    • 2. Define routing rules and decision trees
      Topic 2: 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
          Topic 3: Implement Connected Customer Service2-6%- Set up IoT and field service integration
          Topic 4: Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
          • 1. Use out-of-box Customer Service reports
            • 2. Build custom dashboards and visualizations
              - Implement Customer Voice surveys and feedback
              Topic 5: Manage cases and knowledge management51-55%- Create and manage cases
              • 1. Manage case hierarchies and relationships
                • 2. Configure case types and statuses
                  • 3. Implement case routing and queues
                    - Configure Dynamics 365 Copilot for Service
                    - Implement knowledge management
                    • 1. Integrate knowledge with cases and portals
                      • 2. Configure knowledge search and recommendations
                        • 3. Create and manage knowledge articles
                          Topic 6: 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
                              Topic 7: Implement scheduling10-14%- Configure service scheduling
                              • 1. Set up resources and resource groups
                                • 2. Define service activities and requirements
                                  • 3. Implement scheduling rules and availability
                                    Topic 8: 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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q290-Q295):

                                              NEW QUESTION # 290
                                              You work for a pharmaceutical company that distributes vaccines.
                                              Vaccines must be kept below negative 60 degrees Celsius or they cannot be used. The company requires a solution that meets the following requirements:
                                              * Monitor vaccine temperatures during transportation.
                                              * Create a customer service case if the temperature goes above negative 60 degrees Celsius.
                                              You need to implement the solution.
                                              Which technologies should you use? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:


                                              NEW QUESTION # 291
                                              Case Study 2 - Lamna Healthcare
                                              Background
                                              Lamna Healthcare Company provides health care services to communities across the region. The company provides telehealth services only and does not offer in-person appointments. The company has staff that speak English and Spanish.
                                              The company is open from 8 AM to midnight Monday through Friday to provide services. Patients can make appointments by calling or using the internet. All appointments are conducted by phone or by using a computer.
                                              Current environment. Services
                                              Lamna provides two types of appointments: wellness and sick. A doctor and a nurse are scheduled for each sick appointment. A doctor or a nurse are scheduled for wellness appointments.
                                              Current environment. Employees
                                              General
                                              Employees are located in the Pacific and Eastern time zones.
                                              Case representatives
                                              Case representatives handle incoming calls, provide information to patients for appointments, and schedule follow-up calls with doctors. Case representatives can also help with people who want to chat online.
                                              All case representatives work eight-hour shifts. Case representatives typically focus on cases that involve one type of illness. The case representatives may back up others when call volumes are large.
                                              Several case representatives speak both Spanish and English. The only company holidays the case representatives have off are New Year's Eve day and New Year's Day.
                                              Customer satisfaction and escalation
                                              Customer satisfaction representatives monitor all activity and ensure that there is a uniform process for all calls. Case managers schedule shifts and are a point of escalation.
                                              Requirements. System and resources
                                              * Each employee must use the system.
                                              * Case managers must be users in the system but must not be available for the scheduling rotation or manually assigned.
                                              * Patients must be offered at least three alternative times to schedule an appointment.
                                              Requirements. Cases
                                              * The system must support live chats, texting, and Twitter.
                                              * Case representatives must be able to chat, text, and tweet without exiting the system they use to track calls.
                                              * Case representatives must be able to chat live only with customers whose calls are routed or assigned to them.
                                              * Managers must be able to monitor all communication as well as add or delete quick replies.
                                              * Customer satisfaction representatives must be able to read agent scripts and workflows.
                                              * A live chat must pop up each time someone fills out the form to register for an appointment. The live chat must automatically be sent to the case representative who is best qualified to answer the question.
                                              * There are two type of queues: regular and escalated.
                                              * Tickets must be routed to the most qualified representative for the illness.
                                              * Tickets assigned to a representative must be automatically placed in that representative's queue.
                                              Requirements. Chat escalation process
                                              * Each division must have one manager for escalations.
                                              * Patients who request an escalation from the website must automatically be routed to a chatbot.
                                              The patient will answer predefined questions and will be alerted that someone will call them back. Chat transcripts must be sent to the appropriate manager.
                                              * Only escalations must go to the chat bot.
                                              * You must create two types of Omnichannel queues: regular and escalated.
                                              * Only managers must be able to access the Omnichannel Insights dashboard.
                                              Requirements. Managers
                                              * Managers must be able to review weekly productivity reports for representatives by using Omnichannel Insights dashboards.
                                              * Managers must be able to monitor patient moods during patients' conversations with representatives.
                                              * Managers must be able to determine whether a patient is feeling negative during a live chat with a representative.
                                              Requirements. Appointments
                                              * Representatives must be able to schedule appointments and see everyone's free/busy time during their scheduled working hours.
                                              * Appointments must be scheduled by representatives in open time slots for nurses and doctors.
                                              * Nurses and doctors must be booked for 30-minute time slots.
                                              * Patients must be offered at least three alternative times to schedule an appointment.
                                              Requirements. Analytics
                                              * You must implement Customer Insights to keep track of how well representatives are managing customers' requests.
                                              * Analytics must be viewable only in the production environment.
                                              * You must ensure that only escalation managers can create workspaces and control access to workspaces
                                              * Case representatives must be rated on knowledge of their primary specialty and their backup specialty.
                                              * Case representatives must only be able to view workspaces.
                                              * Managers must be able to review dashboards in the Chat channel to ensure that case representatives are meeting their objectives.
                                              You need to configure the system to notify managers about unhappy patients.
                                              What should you do?

                                              Answer: B

                                              Explanation:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/oc-monitor-real-time-customer- sentiment-sessions


                                              NEW QUESTION # 292
                                              You manage Dynamics 365 for Customer Service.
                                              You need to create a list of holidays and ensure that existing service-level agreements (SLAs) observe those holidays.
                                              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 the correct order.

                                              Answer:

                                              Explanation:

                                              Explanation

                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/create-customerservice-s


                                              NEW QUESTION # 293
                                              You need to configure the system to meet the requirements for external access and the portal. What should you configure? To answer, select the appropriate options in the answer are a. NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 294
                                              You use Dynamics 365 for Customer Service administrator. You plan to create Voice of the Customer surveys.
                                              You need to determine which survey question feature is needed to complete the design of the survey.
                                              Which survey features should you use? To answer, select the appropriate survey type in the dialog box in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/voice-of-customer/design-advancedsurvey


                                              NEW QUESTION # 295
                                              ......

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