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| Section | Weight | Objectives |
|---|
| Topic 1: Manage analytics, visualizations, and insights | 10% | - Manage insights
- 1. Analyze conversation insights
- 2. Monitor and improve service with analytics
- 3. Analyze Omnichannel insights
- Configure Customer Service Insights
- 1. Configure dashboards and charts
- 2. Configure Customer Service historical analytics
- 3. Configure Power BI integration
|
| Topic 2: Implement Microsoft Power Platform | 10% | - Configure Power Automate
- 1. Configure triggers and actions
- 2. Create and manage flows
- 3. Use Common Data Service connector
- Configure Power Virtual Agents
- 1. Configure topics and entities
- 2. Integrate chatbots with Customer Service
- 3. Create chatbots
|
| Topic 3: Manage entitlements and SLAs | 15% | - Create and manage entitlements
- 1. Define and manage entitlement templates
- 2. Create and activate entitlements
- 3. Apply entitlements to cases
- Create and manage SLAs
- 1. Enable SLAs for entities
- 2. Define and configure SLA KPIs
- 3. Use hierarchical SLA configurations
- 4. Create SLA items and actions
|
| Topic 4: Manage cases and Knowledge Management | 20% | - Manage Knowledge Management
- 1. Create and manage knowledge articles
- 2. Configure entities for Knowledge Management
- 3. Manage the Knowledge Management lifecycle
- 4. Use knowledge article templates
- Create and manage cases
- 1. Use case routing rules
- 2. Customize case views
- 3. Analyze cases with interactive dashboards
- 4. Identify and create cases from activities
- 5. Create case and child case
|
| Topic 5: Implement Connected Customer Service | 10% | - Configure IoT integration
- 1. Manage IoT devices
- 2. Configure IoT alerts
- 3. Create cases from IoT alerts
- Manage Connected Customer Service scenarios
- 1. Configure asset management
- 2. Manage customer assets
- 3. Configure proactive service
|
| Topic 6: Implement multi-session experiences for Customer Service | 20% | - Configure the Customer Service workspace
- 1. Configure productivity tools
- 2. Configure apps and templates
- 3. Configure session management
- 4. Configure notifications
- Manage channels
- 1. Configure Microsoft Teams integration
- 2. Configure Chat
- 3. Configure Voice
- 4. Configure SMS
- Configure and manage Omnichannel
- 1. Manage context variables
- 2. Configure routing and assignment
- 3. Configure agent scripts
- 4. Configure work streams and queues
|
| Topic 7: Implement routing | 10% | - Configure unified routing
- 1. Configure work classification
- 2. Configure assignment methods
- 3. Configure work distribution
- Manage queues and routing
- 1. Configure advanced routing rules
- 2. Configure routing rules
- 3. Create and manage queues
|
| Topic 8: Implement scheduling | 5% | - Manage services
- 1. Schedule service activities
- 2. Define service activities
- Manage resources
- 1. Configure resource calendars and working hours
- 2. Define resources and resource groups
|
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Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q127-Q132):
NEW QUESTION # 127
You need to ensure that customers cannot open more cases than they are allowed.
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:
Text, table Description automatically generated with medium confidence

Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-service/create-entitlement-define-support-terms-custom
NEW QUESTION # 128
You make a phone call regarding an existing case record.
You need to create a phone call activity that appears on the case record timeline.
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:

1 - Select an existing case record
2 - Select Add phone call activity
3 - change the phone call Regarding value to the case contact
NEW QUESTION # 129
Hotspot Question
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 # 130
You need to add SLA timers to the Case form.
Which two options should you configure? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Create SLA KPI Instance entity.
- B. Insert subgrid from the SLA KPI Instance entity into the Case Main form.
- C. Create Quick View Form in SLA KPI Instance entity.
- D. Create Quick View Form in Case entity with reference to the SLA KPI Instance entity.
- E. Create field in case entity with lookup to SLA KPI Instance.
Answer: B,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-service/add-timer-control-case-form-track-time-against-sla
NEW QUESTION # 131
You are creating surveys for Voice of the Customer (VoC).
You need to configure VoC to ensure that recipients can unsubscribe to surveys.
Which two survey features should you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Add an Unsubscribe check box after each question.
- B. Set the Allow unsubscribe setting to Yes.
- C. Give users the option to unsubscribe from different features of the survey.
- D. Configure the survey to display when Dynamics 365 customers receive email and enable the Unsubscribe option.
Answer: B,D
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/voice-of-customer/design-advancedsurvey#add-the-unsubscribe-option-to-a-survey
NEW QUESTION # 132
......
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