MB-230 Exam Outline & Prep MB-230 Guide

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implement scheduling10-14%- Configure service scheduling
  • 1. Set up resources and resource groups
    • 2. Implement scheduling rules and availability
      • 3. Define service activities and requirements
        Topic 2: Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
        - Create and manage dashboards and reports
        • 1. Build custom dashboards and visualizations
          • 2. Use out-of-box Customer Service reports
            Topic 3: Implement routing and work distribution2-6%- Configure unified routing
            • 1. Set up workstreams and queues
              • 2. Define routing rules and decision trees
                Topic 4: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                Topic 5: Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
                - Create and manage cases
                • 1. Implement case routing and queues
                  • 2. Configure case types and statuses
                    • 3. Manage case hierarchies and relationships
                      - 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 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 7: Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                                • 1. Define entitlement terms and restrictions
                                  • 2. Associate entitlements with customers and cases
                                    - Implement SLAs
                                    • 1. Manage SLA calculations and pauses
                                      • 2. Configure SLA actions and warnings
                                        • 3. Define SLA KPIs and timelines
                                          Topic 8: 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

                                              >> MB-230 Exam Outline <<

                                              Prep MB-230 Guide, MB-230 Valid Test Practice

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q358-Q363):

                                              NEW QUESTION # 358
                                              A company implements Dynamics 365 Customer Voice. The company sends out customer satisfaction surveys. The service team creates one survey from a blank project and others from a predefined project template.
                                              When the company receives all the survey responses, a member of the service team must analyze the results.
                                              The member must calculate satisfaction scores to help the service manager identify required efficiency changes for the department.
                                              You need to determine which type of satisfaction metrics to use.
                                              Which metrics should you use? To answer, drag the appropriate metrics to the correct scores. Each metric may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:
                                              Box 1: Net Promoter Score
                                              Net Promoter Score (NPS): NPS is a metric used to measure customer loyalty. The score is calculated from the NPS-type question by using a scale from 0 through 10. The respondents are grouped as follows:
                                              Detractors are those who respond with a score from 0 through 6.
                                              Passives are those who respond with a score of 7 or 8.
                                              Promoters are those who respond with a score of 9 or 10.
                                              NPS is calculated by subtracting the percentage of detractors from the percentage of promoters. The score is a number that can range from -100 to 100.
                                              Box 2: Customer Satisfaction Score
                                              Customer Satisfaction (CSAT): CSAT is a metric used to measure the level of satisfaction customers have with a product or a service. CSAT is measured by responses to rating-type questions. The CSAT score is calculated on a scale of 1 to 5. If you create a question on a scale other than 1 to 5, the CSAT score is normalized as per the 1 to 5 scale. This helps in comparing various CSAT scores.
                                              Incorrect:
                                              Sentiment: Sentiment is a metric used to identify customer sentiment toward a product or a service. Sentiment groups the responses to a text-based question as positive, negative, or neutral.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-voice/satisfaction-metrics


                                              NEW QUESTION # 359
                                              A company uses Dynamics 365 Customer Service. The company installs Dynamics 365 Customer Service Insights.
                                              The company wants to use dashboards to report phone calls and emails to monitor the productivity of representatives.
                                              You need to perform the configuration.
                                              Which configuration should you use? To answer, select the appropriate configurations in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Box 1: Go to the Dynamics 365 Customer Service URL and choose the Dynamics 365 Customer Service Insights dashboard.
                                              Customer Service Insights is now embedded in Dynamics 365 Customer Service. After it is enabled, this experience allows you to start seeing historical analytics directly within the Customer Service environment.
                                              Several reports and dashboards can be viewed by your management team.
                                              Box 2: Channel
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/introduction-customer-service-analytics


                                              NEW QUESTION # 360
                                              You need to choose the appropriate actions when using the knowledge base.
                                              Which actions should you choose? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 361
                                              You use Dynamics 365 for Customer Service.
                                              You need to merge cases.
                                              What is the outcome for the merge process? To answer, select the appropriate configuration in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 362
                                              A company has a Customer Service environment
                                              The company plans to implement Customer Service Analytics dashboards.
                                              You need to configure the dashboards in Power Bl.
                                              Which order should you perform the actions in? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

                                              Answer:

                                              Explanation:

                                              Explanation:


                                              NEW QUESTION # 363
                                              ......

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