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| Section | Weight | Objectives |
|---|---|---|
| Configure Agents and AI Capabilities | 10-15% | - Enable AI-assisted experiences
|
| Configure Users, Security, and Work Distribution | - Manage operational settings
| |
| Implement Channels | 30-35% | - Configure customer engagement channels
|
| Deploy Dynamics 365 Contact Center | 15-20% | - Deploy contact center environments
|
| Monitor and Optimize Contact Center Operations | - Operational excellence
|
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NEW QUESTION # 11
A contact center wants to forecast staffing needs for the next quarter based on historical contact volume and handle time, then generate shift schedules automatically.
You need to identify the capability set to configure.
What should you use?
Answer: A
Explanation:
Workforce management (WFM) capabilities in Dynamics 365 Contact Center include demand forecasting based on historical patterns and shift/schedule generation and management, either natively or via third-party WFM integration. Capacity profiles limit concurrent work per representative but don't forecast demand or build schedules; Agent hub rollout plans manage phased AI agent deployment, not staffing.
NEW QUESTION # 12
A company uses skills-based routing for incoming service requests.
The system uses a skill-matching algorithm.
Requests must be assigned only to customer service representatives (CSRs) who are most qualified to solve the issue.
You need to ensure that only qualified CSRs receive work.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
To ensure that only the most qualified Customer Service Representatives (CSRs) receive incoming service requests in Dynamics 365 Contact Center, you must configure a structured, skill-based unified routing workflow.
1. Establish Skills and Proficiencies
Before routing can occur, you must define what a "qualified" representative looks like.
[C]
Define Skill Types and Skills: Create categorized tags such as technical knowledge (e.g., product lines), operational categories (e.g., billing, refunds), or language fluencies.
[D]
Assign Skills to CSRs: Map these defined skills and their respective proficiency levels directly to individual Bookable Resource user profiles.
2. Configure Workstream Classification
3. Enforce the Exact Match Algorithm
4. Create Queue Assignment Methods
Reference:
https://medium.com/@polataydin/skill-based-routing-in-d365-omnichannel-lessons-from-the-field-8aa976fa108f
NEW QUESTION # 13
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 design voice interactions that resolve the caller interaction issues.
Which input method should you configure? 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:
Scenario: Some customers interact from a noisy environment, which makes it difficult for CSRs and agents to serve them efficiently.
Box 1: Numeric menu selection
Background noise easily distorts spoken words, causing automated systems to fail. Dual-Tone Multi-Frequency (DTMF) keypad presses bypass acoustic interference entirely, ensuring 100% accurate data transmission.
Box 2: Speech transcription
In a quiet space, Natural Language Processing (NLP) shines. The system can accurately convert speech to text, identify the user's goal (intent), and pull specific details like account numbers (entities) for a seamless, hands-free experience.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/implement/voice-channel-best-practices
NEW QUESTION # 14
A company uses Dynamics 365 Contact Center to support customer service operations.
Customer service representatives (CSRs) handle multiple conversations across different channels.
The company currently applies configurations individually, which leads to inconsistent behavior between CSRs.
The company requires standardization of how groups of CSRs interact with the application, including session behavior and workspace configuration.
You need to implement a reusable configuration that can be applied to multiple CSRs.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer: A,B
Explanation:
[C]
To standardise workspace layout and session behavior across groups of customer service representatives (CSRs) in Dynamics 365 Contact Center, you should create and use Agent Experience Profiles (formerly managed via App Profile Manager). This allows you to build a reusable, single-point configuration and assign it to multiple users.
[D]
Assign Users to the Profile
While still inside your custom experience profile, locate the Users section.
Click Add Users (or manage assignments).
Select the specific CSRs or security groups that require this workspace environment.Save and close.
Once those assigned users reload their Dynamics 365 workspace, the individual settings will override, aligning them to the newly uniform profile layout.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/add-profile-default
NEW QUESTION # 15
Hotspot Question
A company configures a workstream.
The company requires the system to:
- Detect needed skills automatically.
- Assign priority.
You need to configure classification.
What should you use for each configuration? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Machine learning model
To assign needed skills automatically through work classification in a Dynamics 365 Contact Center workstream, you must configure work classification rulesets using either logical decision lists or an intelligent skill finder machine learning model.
Set the default matching algorithm, such as exact or closest match, on the workstream.
Box 2: Classification rule
To assign priority via work classification in a Dynamics 365 Contact Center workstream, you must configure a logical work classification ruleset with rule items that evaluate incoming work conditions and set priority as an output attribute.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/set-up-skill-based-routing
NEW QUESTION # 16
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