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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Agents and AI Capabilities | 10-15% | - Enable AI-assisted experiences
|
| Topic 2: Implement Channels | 30-35% | - Configure customer engagement channels
|
| Topic 3: Monitor and Optimize Contact Center Operations | - Operational excellence
| |
| Topic 4: Configure Users, Security, and Work Distribution | - Manage operational settings
| |
| Topic 5: Deploy Dynamics 365 Contact Center | 15-20% | - Deploy contact center environments
|
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NEW QUESTION # 90
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- Fabrikam, Inc. currently uses an outdated on-premises telephony system that does NOT integrate with modern CRM systems.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.
Drag and Drop Question
You need to ensure that CSRs receive calls during their scheduled working hours only.
How should you perform the configurations? To answer, move the appropriate features to the correct requirements. You may use each feature 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.
Answer:
Explanation:
Explanation:
Box 1: Enable shift-based routing that uses activity types
To prevent call assignment outside of defined working schedules in Dynamics 365 Contact Center, you should enable shift-based routing that uses activity types.
Shift Activity Types control availability: Under this model, the unified routing engine references specific shift activity types tied to a customer service representative's (CSR) schedule.
Assignable vs. Non-Assignable Statuses: Activities within a shift plan are explicitly categorized as either Assignable (e.g., standard phone support) or Non-Assignable (e.g., breaks, lunch, or training).
If a CSR is outside their scheduled shift or on a designated non-assignable activity block, the routing engine recognizes this in real time and automatically prevents new work items or voice calls from being routed to them.
Box 2: Configure the CSR calendar for channel-based availability
Configure the CSR calendar for channel-based availability aligns with setting up agent calendar/schedules in unified routing.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/configure-routing-on-agent-calendar
NEW QUESTION # 91
A company requires supervisors to be able to access analytics dashboards.
You need to configure supervisor access.
What are two possible ways you can achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Answer: C,E
Explanation:
[D]
Option 1: Assigning the Predefined Supervisor Role (Simplest)
By default, Microsoft configures the Omnichannel Supervisor (alongside System Administrator, Omnichannel Administrator, Analytics Reports Author, and CSR Manager) to automatically have complete visibility over the Omnichannel real-time analytics dashboards. If a user is assigned this role, no additional configuration is required to let them view the reports.
[E]
Option 2: Using Custom Security Roles with Analytics Privileges (Granular Control) If you do not want to grant full supervisor permissions (like monitoring live voice/chat streams, force-closing calls, or transferring conversations) but still want someone to view the dashboards, you can configure custom security roles.
To do this, you clone a base user role in the Power Platform admin center and add the specific Read privilege on the designated dashboard entities (for example, the msdyn_dataanalyticsreport or Copilot Analytics entities).
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/configure-customer-service-analytics-insights-csh
NEW QUESTION # 92
Drag and Drop Question
You are configuring multiple phone numbers for a company for its regional support.
Inbound calls must be routed appropriately. Outbound calls must display the specified caller ID.
You need to configure the phone numbers to meet the requirements.
Which actions should you perform? To answer, move the appropriate actions to the correct requirements. You may use each action 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.
Answer:
Explanation:
Explanation:
Box 1: Assign the phone number to the workstream
To ensure inbound calls are routed in the correct manner within a Dynamics 365 Contact Center environment, you must Assign the phone number to the workstream.
Dynamics 365 Contact Center (and Omnichannel for Customer Service), the workstream acts as the container that defines how conversations-including inbound voice calls-are routed to the correct queues and agents. When a customer dials a specific regional support number, the system uses the number's association with a workstream to initiate the routing rules.
Box 2: Associate the phone number with an outbound profile attached to the queue.
To ensure outbound calls display the specified regional caller ID in a Dynamics 365 Contact Center environment, you must associate the phone number with an outbound profile attached to the queue.
Outbound profiles define the caller ID, allowed calling regions, and settings used when representatives place outbound calls.
Queues must be linked to these outbound profiles so that the correct phone number/caller ID is assigned and presented to customers.
Reference:
https://docs.aws.amazon.com/connect/latest/adminguide/proficiency-routing.html
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/voice-channel-outbound-calling
NEW QUESTION # 93
A retail company runs outbound proactive campaigns to remind customers about abandoned carts. Compliance requires that calls only use predictive dialing when representative availability is high, and fall back to progressive dialing during low-staffing periods.
You need to configure this behavior.
What should you do?
Answer: C
Explanation:
Dialing methods for proactive outbound campaigns can be configured at the workstream/campaign level, and organizations commonly schedule or condition dialing mode (e.g., predictive vs. progressive) based on expected representative availability to balance connect rates with compliance and abandonment-rate requirements. Recording settings are unrelated to pacing.
NEW QUESTION # 94
A company uses Dynamics 365 live chat on its website.
The digital team wants the chat experience to use the existing brand kit and style guide of the company and support a more tailored web experience.
The company requires a solution that enables it to control the chat experience through customization.
You need to expand chat behavior beyond default capabilities.
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: B,D
Explanation:
[A]
To achieve complete control over the branding, style, and behavioral logic of a Dynamics 365 live chat widget, you can implement a custom chat widget using the Omnichannel Live Chat SDK rather than using the default out-of-the-box widget script.
While the standard Power Platform admin center allows for basic color and logo changes, it cannot fully ingest a complex brand kit or support advanced, tailored web experiences.
[B]
The Omnichannel JavaScript API gives you the code-level control required to deeply customize the visual branding beyond basic settings and dynamically expand chat behavior based on custom website triggers.
Customization and Branding: The standard chat widget configuration settings only allow for basic UI adjustments (like primary colors and logos). To fully align the chat experience with a highly tailored corporate brand kit and style guide, you must use the JavaScript API to manipulate the widget UI or pass custom CSS.
Expanding Chat Behavior: The JavaScript API allows you to programmatically trigger the chat window, listen to web events, pass custom context from the web page in real-time, and control exactly when and how the chat appears to the user based on their browsing behavior.
Incorrect:
[Not C]
Configure workstream context variables: This is used to route chats to specific queues or agents based on data passed from the website. While essential for routing logic, it does not alter the visual style guide or expand the front-end chat behavior.
[Not D]
Modify chat widget configuration settings: This is useful for out-of-the-box changes (e.g., widget theme color, title, and operating hours), but it is too limited to support a fully tailored brand kit or advanced custom behaviors.
Reference:
https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2023/04/24/drive-brand-loyalty-with-a-customizable-live-chat-widget-in-dynamics-365-customer-service/
NEW QUESTION # 95
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