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| Section | Weight | Objectives |
|---|
| Topic 1: Configure work distribution and routing | 13% | - Design routing strategies
- 1. Configure priority and capacity rules
- 2. Set up fallback and escalation logic
- 3. Implement skill-based and attribute-based routing
- Implement workforce management
- 1. Configure demand forecasting and scheduling
- 2. Monitor and adjust operational efficiency
- 3. Set up skills and capacity management
- Configure workstreams and queues
- 1. Configure workload balancing and thresholds
- 2. Define workstream classification and rules
- 3. Create and manage queues and distribution groups
|
| Topic 2: Implement channels and engagement experiences | 33% | - Configure contact center environments
- 1. Deploy embedded and standalone modes
- 2. Configure data sources and connectivity
- 3. Integrate third-party CCaaS solutions
- Configure omnichannel channels
- 1. Set up voice, chat, email, and social channels
- 2. Orchestrate cross-channel experiences
- 3. Configure channel-specific settings and rules
- Configure proactive engagement
- 1. Design customer journey orchestration
- 2. Implement outbound dialing modes
- 3. Configure notifications and alerts
|
| Topic 3: Manage analytics and continuous improvement | 13% | - Configure reporting and dashboards
- 1. Define KPIs and performance metrics
- 2. Integrate Power BI and advanced analytics
- 3. Set up built-in and custom reports
- Implement governance and compliance
- 1. Manage data retention and audit logs
- 2. Ensure regulatory compliance
- 3. Configure security and privacy controls
- Monitor and troubleshoot operations
- 1. Optimize processes and configurations
- 2. Analyze interaction and service data
- 3. Identify and resolve operational issues
|
| Topic 4: Configure agents and AI capabilities | 13% | - Manage autonomous service agents
- 1. Monitor and improve agent operations
- 2. Configure agent governance and security
- 3. Identify use cases for autonomous agents
- Enable AI-assisted experiences
- 1. Implement knowledge management integration
- 2. Set up real-time guidance and suggestions
- 3. Configure Copilot for agents and supervisors
- Implement AI-powered self-service agents
- 1. Test and optimize agent performance
- 2. Define topics, triggers, and escalation rules
- 3. Build and configure agents using Copilot Studio
|
| Topic 5: Configure representative experience and productivity | 18% | - Enable productivity tools
- 1. Integrate Microsoft Teams and collaboration features
- 2. Configure productivity dashboards and widgets
- 3. Implement automation and shortcuts
- Set up representative profiles and access
- 1. Configure presence and status management
- 2. Personalize workspace and interface
- 3. Define roles, permissions, and security models
- Configure supervisor capabilities
- 1. Set up monitoring and coaching tools
- 2. Configure real-time and historical insights
- 3. Manage team performance and feedback
|
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Microsoft Transforming Contact Center Experiences with AI in Dynamics 365 Sample Questions (Q96-Q101):
NEW QUESTION # 96
Representatives frequently send the same multi-step response (apology, refund policy link, case closure note) and want to insert it with a single click instead of retyping it each time.
You need to recommend a productivity tool.
What should you configure?
- A. A session template
- B. A notification template
- C. A capacity profile
- D. A macro
Answer: D
Explanation:
Macros let representatives trigger a predefined sequence of actions (such as inserting text, updating fields, or closing a case) with one click, ideal for repetitive multi-step tasks. Session templates control what opens when a conversation starts, and notification templates govern alert formatting - neither replays a multi-step response sequence.
NEW QUESTION # 97
Customer service representatives (CSRs) at a company use a chat channel in Dynamics 365 Customer Service.
The company wants to improve how incoming chats are handled as follows:
* Email addresses must be captured for customer verification before engaging the customer.
* The reason for the contact must be captured before the chat starts and must be used for routing.
You need to configure the chat channel to meet the requirements.
Which action should you perform for each requirement? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Answer:
Explanation:

NEW QUESTION # 98
For this question, refer to the Fabrikam, Inc. case study. You need to implement programmatic control of voice interactions to enable interactions with back-office CSRs.
Which capability should you use?
- A. Knowledge article authoring tools, which support case resolution content, not call control.
- B. The Voice SDK/Calling APIs within Dynamics 365 Contact Center, which allow programmatic control of voice interactions, including routing calls to back-office CSRs.
- C. Pre-chat survey configuration, which applies only to chat, not voice.
- D. Sensitivity labels, which govern data protection rather than call control.
Answer: B
Explanation:
Comprehensive and Detailed 150 to 250 words of Explanation From Dynamics 365 Contact Center AI Engineer/Course Guide/topics:
Programmatic voice interaction requires a calling control surface rather than a configuration feature intended for chat, knowledge, or information governance. Dynamics 365 Contact Center's voice architecture is built on communication capabilities that expose calling APIs and SDK functionality for establishing, controlling, transferring, and extending calls. These APIs support scenarios where application logic must influence the active voice interaction rather than relying entirely on manually initiated representative actions.
Microsoft's current communications architecture exposes Calling SDK and Call Automation capabilities for programmable calling scenarios. Dynamics 365 Contact Center also supports consultation and transfer between service representatives and supervisors as part of the voice channel, which is the operational pattern required when the frontline interaction must involve another employee or back-office specialist.
A pre-chat survey applies to digital chat data collection. Knowledge-authoring functions provide resolution content but cannot manipulate a live voice call. Sensitivity labels provide information-protection classification and likewise have no voice-control function.
Therefore, the calling/voice APIs are the only option that provides the required programmable interaction control.
Study Guide reference: Implement channels -> Provision and manage voice channels -> Extend voice interaction and calling capabilities by using supported APIs/SDKs.
NEW QUESTION # 99
You need to ensure that CSRs can receive calls and view customer data in the first phase of the project.
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:

NEW QUESTION # 100
CSRs need consistent session behavior when opening work items, specifically which primary application opens in a session and how the conversation interface behaves at session start. You need to configure the session templates to meet this requirement.
What should you configure to control which primary application opens?
- A. A knowledge article association, which has no bearing on session startup behavior.
- B. A capacity profile, which governs concurrent session limits, not which application opens in a session.
- C. The application tab configuration within the session template, which defines the primary application opened and how the conversation interface behaves when the session starts.
- D. A queue priority setting, which affects pickup order, not session template behavior.
Answer: C
Explanation:
Comprehensive and Detailed 150 to 250 words of Explanation From Dynamics 365 Contact Center AI Engineer/Course Guide/topics:
Session templates define the representative's workspace configuration when a session is created. Microsoft specifically states that a session template determines which application opens as the anchor tab and which additional application tabs automatically open at session startup. The anchor tab is the primary application for the session and cannot be closed by the representative.
The underlying application behavior is defined through application tab templates. An application tab template specifies the application type, page, record, or web resource that can be opened inside a session. The application tab is then associated with the session template so the correct application is launched automatically when the corresponding interaction begins.
This architecture allows administrators to create different session experiences for different interaction types while keeping behavior consistent for every CSR assigned to that configuration.
Capacity profiles control workload consumption and concurrency. Knowledge article associations provide service information but do not determine workspace startup. Queue priority affects the order in which work is selected for assignment.
Therefore, application-tab configuration within the session template is the mechanism that determines the primary application and initial session behavior.
Study Guide reference: Configure the representative experience -> Configure session templates and application tab templates.
NEW QUESTION # 101
......
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