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Microsoft MB-230 Exam Syllabus Topics:

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

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                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q95-Q100):

                              NEW QUESTION # 95
                              Drag and Drop Question
                              You manage a Dynamics 365 environment. No customizations have been made to fields.
                              You need to determine the proper usage for status reasons for cases.
                              Which status applies to each status reason? To answer, drag the appropriate statuses to the correct status reasons. Each status 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:


                              NEW QUESTION # 96
                              You are describing Power Virtual Agents to executives at a company.
                              The executives want to know which features are available out of the box.
                              You need to describe these features.
                              Which three features are available? Each correct answer presents a complete solution.
                              NOTE: Each correct selection is worth one point.

                              Answer: A,D,E

                              Explanation:
                              A: Smart assist is an intelligent assistant that provides real-time recommendations to agents, helping them take actions while interacting with customers. It allows organizations to build a custom bot and plug-in to their environment. These custom bots interpret conversations in real time and provide relevant recommendations such as knowledge articles, similar cases, and next-best steps to the agent's user interface.
                              C: With Power Virtual Agents, you can hand off conversations to live agents seamlessly and contextually.
                              When you hand off a conversation, you share the full history of the conversation (the context) as well as all user-defined variables. Having access to this context means live agents that are using any connected engagement hub can be notified that a conversation requires a live agent, see the context of the prior conversation, and resume the conversation.
                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/smart-assist
                              https://docs.microsoft.com/en-us/power-virtual-agents/advanced-hand-off


                              NEW QUESTION # 97
                              You need to create the dashboards.
                              Which dashboard types should you use? To answer, drag the appropriate dashboard types to the correct scenario. Each dashboard 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
                              Graphical user interface, text, application, email Description automatically generated

                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-dashboard


                              NEW QUESTION # 98
                              You are setting up Omnichannel for Customer Service.
                              You need to automate the following tasks to make it easier and quicker for representatives to assist customers:
                              Establish a one-step process to send a predefined email to customers once a representative is done helping them.
                              Ensure that representatives ask predefined questions to identify a customer before troubleshooting a case.
                              Have chatbots available to help make recommendations in typed conversations.
                              Which tools should you use? To answer, drag the appropriate tools to the correct requirements. Each tool 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.

                              Answer:

                              Explanation:

                              Explanation
                              Graphical user interface, application Description automatically generated with medium confidence

                              Box 1: Resources
                              Establish a one-step process to send a predefined email to customers once a representative is done helping them.
                              Box 2: Security roles
                              Ensure that representatives ask predefined questions to identify a customer before troubleshooting a case.
                              Assign a security role
                              Security roles control a user's access to data through a set of access levels and permissions. The combination of access levels and permissions that are included in a specific security role sets limits on the user's view of data and on the user's interactions with that data.
                              Box 3: Working hours
                              Have chatbots available to help make recommendations in typed conversations.
                              Operating hours define the hours when your organization's customer support team is active and available to serve customers. By setting up operating hours, you help your customers and your organization work together to resolve issues.
                              The operating hour schedules cater to the following scenarios:
                              Display the non-availability of customer support on public holidays that are otherwise operating hours.
                              Accommodate change of calendar timings for daylight saving time twice an year for timezones that have implemented the daylight saving time.
                              *-> Set up separate schedules for agents, bots, and queues to cater to different business scenarios and product lines seamlessly for any channel.
                              Define schedules to transition customer queues from bots to agents.
                              Customize the display and other settings of the chat widget during non-business hours.
                              Reference:
                              https://docs.microsoft.com/en-us/power-platform/admin/create-users
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/create-operating-hours?tabs=customerservicead


                              NEW QUESTION # 99
                              You are a Dynamics 365 Customer Service administrator.
                              You create a new entity named Root Cause Escalation. Queues must be used for new Root Cause Escalation records. The records must be automatically assigned to the record owner's default queue when a record is created.
                              You need to implement the proper functionality to meet the requirements.
                              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:

                              1 - Navigate to the Root Cause Escalation entity in Customizations
                              2 - Set the field named Queues to a value of True on the Root Cause Escalation entity
                              3 - Set the field Automatically move records to the owner's default....
                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/enable-entities-for-queues


                              NEW QUESTION # 100
                              ......

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