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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Monitor and Optimize Contact Center Operations | - Operational excellence
| |
| Topic 2: Implement Channels | 30-35% | - Configure customer engagement channels
|
| Topic 3: Configure Agents and AI Capabilities | 10-15% | - Enable AI-assisted experiences
|
| Topic 4: Configure Users, Security, and Work Distribution | - Manage operational settings
| |
| Topic 5: Deploy Dynamics 365 Contact Center | 15-20% | - Deploy contact center environments
|
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질문 # 68
A company plans to support messaging across multiple digital platforms.
The company requires messages from external platforms to be processed and assigned to appropriate customer service representatives (CSRs).
You need to enable digital channels.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
정답:A,D,E
설명:
To successfully ingest and route external messages to your customer service representatives (CSRs), you must execute these steps sequentially using the Copilot Service admin center or Omnichannel Admin Center.
[E]
1. Configure Connectors for Each Digital Channel
Before routing can occur, you must bridge Dynamics 365 with your external messaging providers.
Native & Social Channels: Navigate to Channels within your administration hub to provision native tools like Live Chat widgets, or hook up third-party platforms via social connectors (such as WhatsApp or Facebook).
SMS Integration: Configure telephony providers like Azure Communication Services, Twilio, or Infobip by syncing your numbers and configuring necessary event grids to let messages flow into the system.
[D]
2. Define Workstreams Mapped to Each Digital Channel
A workstream acts as the primary container that ingests, enriches, and structures your incoming customer interactions.
Create a New Workstream for each communication medium (e.g., a messaging workstream for Chat, and another for SMS).
Define the Work Distribution Mode. Choose Push to automatically offer the interaction to available CSRs based on capacity, or Pick to allow representatives to manually claim interactions from an open queue.
[A]
3. Configure Routing Rules for Incoming Conversations
Routing rules ensure that the ingested message lands in front of the agent best equipped to handle it.
Route-to-Queue Rules: Construct conditions that evaluate these classification properties. For example, route a WhatsApp billing question directly to a "Billing Queue" populated by CSRs who possess the required skills and matching capacity.
Reference:
https://dynamicsservicesgroup.com/2025/06/24/setting-up-omnichannel-in-dynamics-365-a-step-by-step-guide/
질문 # 69
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 AI-driven interactions based on the voice channel business requirements.
How should you perform the configurations? 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.
정답:
설명:
Explanation:
Box 1: Intent-based interaction flow
An Intent-based interaction flow is the setup that directly addresses the problem of automatically resolving common inquiries.
Automatic Resolution: This setup uses Natural Language Processing (NLP) to understand what the caller wants (their "intent") and matches it to pre-configured bot topics. For common inquiries like "What is my order status?" or "How do I reset my password?", the AI agent can complete the task and resolve the issue without human intervention.
Self-Service Efficiency: It acts as an advanced, conversational IVR (Interactive Voice Response) that deflects high-volume, repetitive calls away from your human agents.
Box 2: Context variable configuration
To share previously collected information with downstream interactions in a Dynamics 365 Contact Center AI voice environment, you should use Context variable configuration.
To ensure that downstream components (like Azure Health Bot, Copilot Studio, or routing engines) can read what the initial voice agent collected, you must first define and map Context Variables.
Context variables act as the storage containers for the data.
Escalation context transfer is simply a mechanism that delivers those containers to a human agent. Without configuring the context variables first, the escalation transfer would have no data to pass.
Box 3: Escalation with context transfer
You should use escalation with context transfer.
In a Dynamics 365 Contact Center environment, passing collected interaction data from an AI- driven Voice channel (such as a Copilot Studio voice agent) to a live human representative is natively handled via contextual transfers.
Eliminates Customer Repetition: When the AI agent escalates the call, the entire conversational history, collected customer details, intent, and progress transfer intact.
Automatic Record Linking: Context variables passed during the escalation allow the routing engine to automatically identify and link customer profiles or existing cases.Live Transcript Availability: Once a live representative accepts the call, the complete transcript of the AI agent's voice conversation is populated directly onto their conversation widget dashboard.
Scenario: 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.
Reference:
https://learn.microsoft.com/en-us/dynamics365/contact-center/administer/set-up-voice-agents-to-use-intents
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/context-variables-for-bot
https://learn.microsoft.com/en-us/dynamics365/customer-service/develop/bot-escalate-end-conversation
질문 # 70
Hotspot Question
You are configuring a pre-chat survey in a chat channel for customer support sessions.
The chat must:
- Be routed based on a value captured in the pre-chat survey.
- Use the same value in a macro after a customer service representative accepts the conversation.
You need to configure the 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.
정답:
설명:
Explanation:
Box 1: Add a context variable to the workstream
The correct action to take is to add a context variable to the workstream.
In Dynamics 365 Contact Center (and Customer Service), when you configure a pre-chat survey question, the system automatically creates or maps that question name as a context variable.
These context variables store the customer's answers and are directly used to define unified routing rules to direct the chat to the correct queue.
Box 2: Use a context variable in the macro
To achieve the requirement of using a pre-chat survey response inside a macro after a representative accepts the conversation, the correct action to take is to use a context variable in the macro.
Data Flow: Pre-chat survey answers are automatically captured and stored as context variables in the conversation's workstream context.
Macro Integration: To make this dynamic information available for automation (such as auto-filling forms or triggering specific agent actions), you must reference or pass this context variable into the macro definition as a slug parameter.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/manage-context-variables
https://github.com/MicrosoftDocs/dynamics-365-customer-engagement/blob/main/ce/customer-service/administer/macros.md
질문 # 71
Drag and Drop Question
A company plans to use quality evaluation for customer service representative (CSR) performance.
The company requires the following:
- Automatic evaluation of conversations based on predefined conditions
- Measurable scoring for evaluating CSRs by the Quality Evaluation
Agent
You need to configure the evaluation process.
Which actions should you perform? To answer, move the appropriate configurations to the correct requirements. You may use each configuration 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.
정답:
설명:
Explanation:
Box 1: Configure evaluation plans
To automatically evaluate customer service representative (CSR) performance based on predefined conditions in Dynamics 365 Contact Center, you must configure an Evaluation Plan tied to the Quality Evaluation Agent (QEA). This framework uses AI to autonomously trigger, review, and score conversations against your specific business benchmarks without human intervention.
Box 2: Define evaluation criteria
To configure measurable scoring for evaluating customer service representatives (CSRs) using the Quality Evaluation Agent in Dynamics 365 Contact Center, you must set up the core Evaluation Framework components. This system moves past manual spot-checking by utilizing specific scoring rules, question formats, and mathematical weightings.
Step 1: Enable the Global Scoring Metric
When initializing the agent, you must definitively lock in the baseline evaluation numerical system:
1. Navigate to the Copilot Service Admin Center and select Quality Management.
2. Click Manage next to the Quality Evaluation Agent
*-> 3. Under the global settings, look for the Evaluation criteria score toggle.
4. Turn this setting On to establish a numeric scoring scale from 0 to 100.
5. Under the Conversations record type, ensure the box is checked to target contact center interactions. You can optionally set a specific score threshold (e.g., 80) to instantly flag underperforming "bad" evaluations for human supervisors.
Reference:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave2/service/dynamics365-contact-center/configure-quality-evaluation-quality-evaluation-agent)
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave2/service/dynamics365-contact-center/configure-quality-evaluation-quality-evaluation-agent
질문 # 72
A company runs outbound campaigns that have high call volume.
The campaigns require efficient use of customer service representatives (CSRs) as well as minimizing idle time.
The dialing method must ensure that calls are automatically initiated and connected only when CSRs are available.
You need to configure the appropriate dialing method.
What should you do?
정답:D
설명:
The best action to take is to use predictive dialing mode.
In Dynamics 365 Contact Center, the predictive dial mode is explicitly designed for high-volume outbound campaigns. It uses a dynamic AI algorithm to pace and automatically initiate outbound calls based on forecasted availability. By considering factors such as representative availability, customer pick-up statistics, and call abandonment rates, it ensures that calls are initiated ahead of time so a live customer connects right as a customer service representative (CSR) becomes available. This maximizes agent utilization and minimizes idle time.
Reference:
https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2026/02/03/proactive-voice-engagements-dynamics-365-contact-center
질문 # 73
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