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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: 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
      Topic 2: Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
      • 1. Set up app profiles and session templates
        • 2. Integrate channels and productivity tools
          Topic 3: Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
          • 1. Create custom forms and workflows
            • 2. Connect Customer Service with other apps
              Topic 4: Manage cases and knowledge management51-55%- Implement knowledge management
              • 1. Integrate knowledge with cases and portals
                • 2. Create and manage knowledge articles
                  • 3. Configure knowledge search and recommendations
                    - Create and manage cases
                    • 1. Implement case routing and queues
                      • 2. Manage case hierarchies and relationships
                        • 3. Configure case types and statuses
                          - Configure Dynamics 365 Copilot for Service
                          Topic 5: Implement scheduling10-14%- Configure service scheduling
                          • 1. Set up resources and resource groups
                            • 2. Define service activities and requirements
                              • 3. Implement scheduling rules and availability
                                Topic 6: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                Topic 7: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                                • 1. Manage SLA calculations and pauses
                                  • 2. Configure SLA actions and warnings
                                    • 3. Define SLA KPIs and timelines
                                      - Configure entitlements
                                      • 1. Associate entitlements with customers and cases
                                        • 2. Define entitlement terms and restrictions
                                          Topic 8: Implement routing and work distribution2-6%- Configure unified routing
                                          • 1. Set up workstreams and queues
                                            • 2. Define routing rules and decision trees

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q327-Q332):

                                              NEW QUESTION # 327
                                              You are an Omnichannel supervisor for a company.
                                              The company wants to deploy an Omnichannel Insights dashboard.
                                              You need to set up and monitor KPIs.
                                              In which section is each KPI located? To answer, drag the appropriate sections to the correct KPIs. Each section may be used once, more than once, of 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 Description automatically generated

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/omnichannel-insights-dashboard


                                              NEW QUESTION # 328
                                              A company implements Dynamics 365 for Customer Service.
                                              Which status reason is used for each case status? To answer, select the appropriate option in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation


                                              NEW QUESTION # 329
                                              A retailer uses Dynamics 365 Customer Service integrated with Microsoft Teams.
                                              Agents must be able to easily chat with other contacts who have recent activities with the same customer as the agent. Agents also must be able to pin specific chats to channels directly from Customer Service.
                                              You need to enable suggested contacts for cases.
                                              Which configuration should you enable for each requirement? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:


                                              NEW QUESTION # 330
                                              Case Study 1 - Humongous Insurance
                                              Background
                                              Humongous Insurance is contracted to process all insurance claims for a health facility that accepts the following types of health insurance:
                                              Health maintenance organization (HMO)

                                              Preferred-provider organization (PPO)

                                              Gold

                                              Cases are classified as new claims, claim disputes, and follow-ups. Each insured person is entitled to open 25 new cases each calendar year.
                                              Support representatives specialize by and process claims by insurance type.
                                              Humongous Insurance currently accepts claims only by telephone. The call center is open from
                                              06:00 GMT to 24:00 GMT daily. Call center staff work one of the following shifts: 06:00 GMT to
                                              12:00 GMT, 12:00 GMT to 18:00 GMT, and 18:00 GMT to 24:00 GMT.
                                              When a case is received by email, a staff member categorizes the case as email and closes the case immediately.
                                              Current environment
                                              Humongous Insurance has three departments to handle claim types: HMO, PPO, and Gold.

                                              The company uses handwritten forms to send claims information to the correct department.

                                              Each department maintains a workbook to record calls received.

                                              Requirements. Support desk
                                              Configure the system to track the number of insurance claims filed each year.

                                              Categorize claims by type as they are opened.

                                              Configure the system to track staff responsiveness to service-level agreements (SLAs).

                                              Ensure that business hours reflect the hours that support staff are scheduled.

                                              Requirements. Case handling
                                              All new cases must be automatically placed into a queue based on insurance type after the type

                                              is selected.
                                              All insurance types need to be automatically moved to the proper queue when the subject is

                                              picked.
                                              All cases must be created and closed immediately when received.

                                              The status reason must be set to Email Sent or Phone Call.

                                              Information must be restricted by insurance and phone call type.

                                              Managers must be alerted when customers reach their limit of 25 cases for the year.

                                              Changes to cases must not be counted against entitlements until the case is closed.

                                              Requirements. Disputes
                                              Claim disputes must be categorized as low priority.

                                              The status for all disputed cases must be set to Review by a Manager before a disputed case

                                              may be closed.
                                              Requirements. Knowledge base
                                              A knowledge base must be used as a repository for all answers.

                                              Representatives must be able to search the knowledge base when opening a new case for

                                              similar claims.
                                              Representatives must be able to search across all entities at all times.

                                              Searches must check any field in the entity for matches in a single search.

                                              Searches must return results in a single list and sort the list so that the most relevant results

                                              appear at the top of the list.
                                              Representatives must be able to link the knowledge base to cases when applicable.

                                              Representatives must create a new knowledge base article if an answer is not found in the

                                              existing knowledge base.
                                              Representatives must be able to use SQL-like syntax to search the knowledge base.

                                              Requirements. Service-level agreements
                                              When a customer calls to open a claim, the company must respond to the caller within the following time frames:

                                              Requirements. Alerts
                                              Cases must be flagged when they are past the SLA threshold.

                                              An email alert must be sent to the manager to indicate an SLA noncompliance.

                                              An email alert must be sent to representatives for SLA violations as follows: HMO 2 hours prior

                                              and PPO 1 hour prior.
                                              Send an email alert to support managers when disputes are ready to be closed.

                                              Send an email alert to customers when cases are closed.

                                              Requirements. Issues
                                              The current process is all manual and not efficient.

                                              There is no easy way to determine whether the company is meeting its SLAs.

                                              Representatives are often inconsistent regarding how they handle customers and answer

                                              customer questions.
                                              There is no accountability for any of the representatives who take calls.

                                              You need to search for answers to customer claims.
                                              Which type of search should you perform?

                                              Answer: D

                                              Explanation:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/search-knowledge-articles- csh#knowledge-base-search-control


                                              NEW QUESTION # 331
                                              A client plans to implement a case resolution process.
                                              Which field types does the Case Resolution form use? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:


                                              NEW QUESTION # 332
                                              ......

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