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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: 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 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: 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 analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
              • 1. Build custom dashboards and visualizations
                • 2. Use out-of-box Customer Service reports
                  - Implement Customer Voice surveys and feedback
                  Topic 6: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                  • 1. Manage SLA calculations and pauses
                    • 2. Define SLA KPIs and timelines
                      • 3. Configure SLA actions and warnings
                        - Configure entitlements
                        • 1. Associate entitlements with customers and cases
                          • 2. Define entitlement terms and restrictions
                            Topic 7: Manage cases and knowledge management51-55%- Implement knowledge management
                            • 1. Configure knowledge search and recommendations
                              • 2. Create and manage knowledge articles
                                • 3. Integrate knowledge with cases and portals
                                  - 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
                                        Topic 8: 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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q93-Q98):

                                              NEW QUESTION # 93
                                              You need to configure security roles for Dynamics 365 Connected Customer Service by using the principle of least privilege.
                                              How should you configure security? To answer, select the appropriate options in the answer area.
                                              NOTE:Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Box 1: IoT Administrator and IoT Endpoint User
                                              Security roles for Connected Customer Service allow administrators to give appropriate access to Internet of Things (IoT) entities, including alerts, assets, devices, and commands, which are all included with Customer Service 9.0.20034.20XX +. These security roles should be added to existing Customer Service security roles.
                                              Customer Service Representative who needs to work with device registration and device data pulls (IoT Hub operations).
                                              CSR should be given the IoT Administrator and IoT Endpoint User security roles. General knowledge of Customer Service security roles. For more information, see the topic on setting up customer service users and security roles.
                                              Box 2: Dynamics 365 system administrator only
                                              A Customer Service administrator who needs to can set up IoT Configuration.
                                              The CSR admin should be granted Dynamics 365 system administrator access.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/cs-iot-security-roles


                                              NEW QUESTION # 94
                                              You work for a US-based company that is expanding into South America. A significant portion of the customers speak Spanish as their primary language.
                                              The company has an English language version of a Customer Voice survey.
                                              You need to add a Spanish language version.
                                              Which four 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:


                                              NEW QUESTION # 95
                                              You are creating a Power Virtual Agents chatbot to handle common customer inquiries.
                                              A manager reports that some inquiries are not routing to the appropriate customer service representatives. You observe that one node is inactive.
                                              You need to determine why the node is inactive.
                                              What should you use?

                                              Answer: C

                                              Explanation:
                                              Reference:
                                              https://docs.microsoft.com/en-us/power-virtual-agents/authoring-topic-management


                                              NEW QUESTION # 96
                                              You need to identify who has access to the Schedule tab and the name of the table that should be used.
                                              Which components 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 # 97
                                              You are an Omnichannel supervisor at a company. You install a dashboard in Power BI.
                                              You need to ensure that managers are able to access the intraday insights dashboard.
                                              What should you do?

                                              Answer: C

                                              Explanation:
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-intraday-dashboard-supervisor


                                              NEW QUESTION # 98
                                              ......

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