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Microsoft MB-230 Exam Syllabus Topics:

SectionObjectives
Topic 1: Configure Dynamics 365 Customer Service- Manage cases and queues
  • 1. Queue configuration and routing
    • 2. Case lifecycle management
      - Configure customer service applications
      • 1. Set up Dynamics 365 Customer Service app
        • 2. Configure basic system settings
          Topic 2: Implement omnichannel for customer service- Omnichannel setup
          • 1. Chat, voice, and messaging configuration
            • 2. Routing and work distribution
              Topic 3: Analyze and improve customer service insights- Reporting and dashboards
              • 1. Use analytics in Customer Service
                Topic 4: Manage service level agreements (SLAs) and entitlements- Entitlements
                • 1. Create and manage entitlements
                  - SLAs configuration
                  • 1. Define SLA KPIs
                    • 2. Track SLA compliance
                      Topic 5: Manage cases and knowledge- Knowledge management
                      • 1. Search and knowledge usage
                        • 2. Knowledge articles creation and lifecycle
                          - Case management
                          • 1. Create and resolve cases
                            • 2. Automate case routing

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                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q132-Q137):

                              NEW QUESTION # 132
                              Case Study 2 - Lamna Healthcare
                              Background
                              Lamna Healthcare Company provides health care services to communities across the region. The company provides telehealth services only and does not offer in-person appointments. The company has staff that speak English and Spanish.
                              The company is open from 8 AM to midnight Monday through Friday to provide services. Patients can make appointments by calling or using the internet. All appointments are conducted by phone or by using a computer.
                              Current environment. Services
                              Lamna provides two types of appointments: wellness and sick. A doctor and a nurse are scheduled for each sick appointment. A doctor or a nurse are scheduled for wellness appointments.
                              Current environment. Employees
                              General
                              Employees are located in the Pacific and Eastern time zones.
                              Case representatives
                              Case representatives handle incoming calls, provide information to patients for appointments, and schedule follow-up calls with doctors. Case representatives can also help with people who want to chat online.
                              All case representatives work eight-hour shifts. Case representatives typically focus on cases that involve one type of illness. The case representatives may back up others when call volumes are large.
                              Several case representatives speak both Spanish and English. The only company holidays the case representatives have off are New Year's Eve day and New Year's Day.
                              Customer satisfaction and escalation
                              Customer satisfaction representatives monitor all activity and ensure that there is a uniform process for all calls. Case managers schedule shifts and are a point of escalation.
                              Requirements. System and resources
                              * Each employee must use the system.
                              * Case managers must be users in the system but must not be available for the scheduling rotation or manually assigned.
                              * Patients must be offered at least three alternative times to schedule an appointment.
                              Requirements. Cases
                              * The system must support live chats, texting, and Twitter.
                              * Case representatives must be able to chat, text, and tweet without exiting the system they use to track calls.
                              * Case representatives must be able to chat live only with customers whose calls are routed or assigned to them.
                              * Managers must be able to monitor all communication as well as add or delete quick replies.
                              * Customer satisfaction representatives must be able to read agent scripts and workflows.
                              * A live chat must pop up each time someone fills out the form to register for an appointment. The live chat must automatically be sent to the case representative who is best qualified to answer the question.
                              * There are two type of queues: regular and escalated.
                              * Tickets must be routed to the most qualified representative for the illness.
                              * Tickets assigned to a representative must be automatically placed in that representative's queue.
                              Requirements. Chat escalation process
                              * Each division must have one manager for escalations.
                              * Patients who request an escalation from the website must automatically be routed to a chatbot.
                              The patient will answer predefined questions and will be alerted that someone will call them back. Chat transcripts must be sent to the appropriate manager.
                              * Only escalations must go to the chat bot.
                              * You must create two types of Omnichannel queues: regular and escalated.
                              * Only managers must be able to access the Omnichannel Insights dashboard.
                              Requirements. Managers
                              * Managers must be able to review weekly productivity reports for representatives by using Omnichannel Insights dashboards.
                              * Managers must be able to monitor patient moods during patients' conversations with representatives.
                              * Managers must be able to determine whether a patient is feeling negative during a live chat with a representative.
                              Requirements. Appointments
                              * Representatives must be able to schedule appointments and see everyone's free/busy time during their scheduled working hours.
                              * Appointments must be scheduled by representatives in open time slots for nurses and doctors.
                              * Nurses and doctors must be booked for 30-minute time slots.
                              * Patients must be offered at least three alternative times to schedule an appointment.
                              Requirements. Analytics
                              * You must implement Customer Insights to keep track of how well representatives are managing customers' requests.
                              * Analytics must be viewable only in the production environment.
                              * You must ensure that only escalation managers can create workspaces and control access to workspaces
                              * Case representatives must be rated on knowledge of their primary specialty and their backup specialty.
                              * Case representatives must only be able to view workspaces.
                              * Managers must be able to review dashboards in the Chat channel to ensure that case representatives are meeting their objectives.
                              Hotspot Question
                              You need to configure the options for the schedule.
                              Which options should you configure? To answer, select the appropriate options in the answer area.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Explanation:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/resources-service-scheduling


                              NEW QUESTION # 133
                              A company uses Dynamics 365 Customer Service.
                              You need to implement queues to meet company requirements.
                              Which types of queues should you use? To answer, drag the appropriate queue types to the correct requirements. Each queue type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-queues-manage-activities-cases


                              NEW QUESTION # 134
                              A company must standardize the management of web leads and leads generated across their internal and external sales teams.
                              You need to create an entitlement.
                              Which type of entitlement should you create?

                              Answer: C


                              NEW QUESTION # 135
                              You create a queue and assign it to a team. Which type of queue is created?

                              Answer: D


                              NEW QUESTION # 136
                              A company deploys Dynamics 365 Customer Service. The company plans to use IoT to collect information about manufacturing equipment.
                              Work orders must be automatically generated when malfunctions are detected to ensure that malfunctions are corrected quickly.
                              You need to design a Connected Customer Service solution.
                              What should you use? To answer, drag the appropriate implementation types to the correct requirements. Each implementation type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Explanation:
                              Box 1: Azure IoT Central
                              Microsoft Azure IoT Central enables builders to configure rules and actions. Based on those actions, IoT alerts will be created in Connected Customer Service. Also, based on service activities in Connected Customer Service, information can be sent back to IoT Central. This is accomplished by using Power Automate, a SaaS offering for automating workflows across applications and services.
                              Box 2: Azure IoT Hub
                              Connected Customer Services uses the IoT Hub to manage the state of registered devices. In addition, the IoT Hub sends commands and notifications to connected devices-and tracks message delivery with acknowledgment receipts. Device messages are sent in a durable way to accommodate intermittently connected devices.
                              Box 3: Power Automate
                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/cs-iot-overview


                              NEW QUESTION # 137
                              ......

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