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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
  • 1. Associate entitlements with customers and cases
    • 2. Define entitlement terms and restrictions
      - Implement SLAs
      • 1. Manage SLA calculations and pauses
        • 2. Configure SLA actions and warnings
          • 3. Define SLA KPIs and timelines
            Topic 2: 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 3: Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
                - Create and manage dashboards and reports
                • 1. Use out-of-box Customer Service reports
                  • 2. Build custom dashboards and visualizations
                    Topic 4: Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
                    - Implement knowledge management
                    • 1. Integrate knowledge with cases and portals
                      • 2. Create and manage knowledge articles
                        • 3. Configure knowledge search and recommendations
                          - Create and manage cases
                          • 1. Configure case types and statuses
                            • 2. Manage case hierarchies and relationships
                              • 3. Implement case routing and queues
                                Topic 5: Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
                                • 1. Connect Customer Service with other apps
                                  • 2. Create custom forms and workflows
                                    Topic 6: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                    Topic 7: Implement scheduling10-14%- Configure service scheduling
                                    • 1. Define service activities and requirements
                                      • 2. Set up resources and resource groups
                                        • 3. Implement scheduling rules and availability
                                          Topic 8: Implement routing and work distribution2-6%- Configure unified routing
                                          • 1. Set up workstreams and queues
                                            • 2. Define routing rules and decision trees

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q162-Q167):

                                              NEW QUESTION # 162
                                              You need to assign the minimum required security roles to a bot for the customer service supervisor. Which security roles should you use?

                                              Answer: B


                                              NEW QUESTION # 163
                                              Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
                                              After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
                                              A company has a Customer Service deployment.
                                              The company plans to implement the following:
                                              - AI suggestions for contacts in Teams.
                                              - Training information about the capabilities of suggestions.
                                              You need to identify the scenarios where the relevant contacts will be provided to users.
                                              Solution: The number of similar cases that the suggested contacts have resolved.
                                              Does the solution meet the goal?

                                              Answer: B


                                              NEW QUESTION # 164
                                              You are implementing a new channel within Omnichannel.
                                              You need to enable an SMS channel.
                                              On which entity should you configure each task? To answer, drag the appropriate entities to the correct tasks.
                                              Each entity 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: Workstream
                                              Configure work distribution
                                              In the Work distribution area of a workstream, you can either accept the default settings or select See more and update the following options:
                                              Auto-close after inactivity
                                              Work distribution mode
                                              Capacity
                                              Block capacity for wrap up
                                              Etc.
                                              Box 2: SMS Number
                                              In SMS phone numbers, select Add, and enter the following details in Add SMS number:
                                              Number: Specify the support phone number that you purchased from TeleSign in the < phone_number > format, such as 14252306549. Make sure that you don ' t enter blank spaces or special characters.
                                              Type: Select Geo, Short code, or Toll free.
                                              Description: Enter a description.
                                              Validate: Select to validate the customer ID and API key.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-sms-channel


                                              NEW QUESTION # 165
                                              You are a Dynamics 365 for Customer Service system administrator.
                                              You need to create service-level agreements (SLAs) to meet company requirements.
                                              What SLA types should you use? To answer, drag the appropriate SLA types to the correct requirements. Each SLA type 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

                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/define-service-levelagree


                                              NEW QUESTION # 166
                                              You are implementing Dynamics 365 Customer Service Workspaces for your company ' s help desk without additional software. Help desk representatives must be able to open multiple sessions. The configuration has the following requirements:
                                              * Ensure each helpdesk representative has the same user experience when togging into the application.
                                              * Customer records must automatically open when a helpdesk representative opens a case.
                                              You need to configure the help desk settings.
                                              What should you configure? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:


                                              NEW QUESTION # 167
                                              ......

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