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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement routing and work distribution2-6%- Configure unified routing
  • 1. Define routing rules and decision trees
    • 2. Set up workstreams and queues
      Implement Connected Customer Service2-6%- Set up IoT and field service integration
      Implement scheduling10-14%- Configure service scheduling
      • 1. Implement scheduling rules and availability
        • 2. Define service activities and requirements
          • 3. Set up resources and resource groups
            Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
            - Implement knowledge management
            • 1. Integrate knowledge with cases and portals
              • 2. Configure knowledge search and recommendations
                • 3. Create and manage knowledge articles
                  - Create and manage cases
                  • 1. Configure case types and statuses
                    • 2. Manage case hierarchies and relationships
                      • 3. Implement case routing and queues
                        Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                        • 1. Define entitlement terms and restrictions
                          • 2. Associate entitlements with customers and cases
                            - Implement SLAs
                            • 1. Configure SLA actions and warnings
                              • 2. Manage SLA calculations and pauses
                                • 3. Define SLA KPIs and timelines
                                  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
                                      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
                                          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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q87-Q92):

                                              NEW QUESTION # 87
                                              You are implementing Dynamics 365 for Customer Service.
                                              You need to set up available working hours to help desk representatives who have varying schedules.
                                              What should you do? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:


                                              NEW QUESTION # 88
                                              You manage Dynamics 365 for Customer Service.
                                              You need to create a list of holidays and ensure that existing service-level agreements (SLAs) observe those holidays.
                                              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:

                                              Explanation

                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/create-customerservice-s


                                              NEW QUESTION # 89
                                              You need to configure the queues.
                                              Which configurations should you use? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Box 1: Record Creation and Update rule
                                              Reduce the need for manually creating cases from incoming emails and increase the efficiency of customer service agents by creating automatic case creation rules in Dynamics 365 Customer Service.
                                              Box 2: Routing Rule
                                              Unified routing is an intelligent, scalable, and enterprise-grade routing and assignment capability that can direct the incoming work item to the best-suited queue and agent by adhering to work item requirements and matching them with the agent's capabilities.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/automatically-create-case-from-email
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/overview-unified-routing


                                              NEW QUESTION # 90
                                              You use Dynamics 365 for Customer Service administrator. You plan to create Voice of the Customer surveys.
                                              You need to determine which survey question feature is needed to complete the design of the survey.
                                              Which survey features should you use? To answer, select the appropriate survey type in the dialog box in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation

                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/voice-of-customer/design-advancedsurvey


                                              NEW QUESTION # 91
                                              You configure Dynamics 365 Customer Service. Managers require a custom dashboard with the following:
                                              * A list of customers who have the most cases open.
                                              * A list of customers who have the most missed service-level agreements (SLAs) sorted by contact.
                                              * A list of top call takers for the week.
                                              * A list of the cases that took the most amount of time to resolve.
                                              The custom dashboard must be available for all users to use.
                                              You need to configure the system.
                                              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 # 92
                                              ......

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