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| Section | Weight | Objectives |
|---|
| Topic 1: Configure work distribution and routing | 13% | - Configure workstreams and queues
- 1. Configure workload balancing and thresholds
- 2. Define workstream classification and rules
- 3. Create and manage queues and distribution groups
- Implement workforce management
- 1. Configure demand forecasting and scheduling
- 2. Monitor and adjust operational efficiency
- 3. Set up skills and capacity management
- Design routing strategies
- 1. Implement skill-based and attribute-based routing
- 2. Configure priority and capacity rules
- 3. Set up fallback and escalation logic
|
| Topic 2: Configure representative experience and productivity | 18% | - Set up representative profiles and access
- 1. Configure presence and status management
- 2. Define roles, permissions, and security models
- 3. Personalize workspace and interface
- Configure supervisor capabilities
- 1. Set up monitoring and coaching tools
- 2. Manage team performance and feedback
- 3. Configure real-time and historical insights
- Enable productivity tools
- 1. Implement automation and shortcuts
- 2. Configure productivity dashboards and widgets
- 3. Integrate Microsoft Teams and collaboration features
|
| Topic 3: Implement channels and engagement experiences | 33% | - 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. Implement outbound dialing modes
- 2. Configure notifications and alerts
- 3. Design customer journey orchestration
- Configure contact center environments
- 1. Integrate third-party CCaaS solutions
- 2. Configure data sources and connectivity
- 3. Deploy embedded and standalone modes
|
| Topic 4: Configure agents and AI capabilities | 13% | - Implement AI-powered self-service agents
- 1. Build and configure agents using Copilot Studio
- 2. Test and optimize agent performance
- 3. Define topics, triggers, and escalation rules
- Enable AI-assisted experiences
- 1. Implement knowledge management integration
- 2. Set up real-time guidance and suggestions
- 3. Configure Copilot for agents and supervisors
- Manage autonomous service agents
- 1. Configure agent governance and security
- 2. Monitor and improve agent operations
- 3. Identify use cases for autonomous agents
|
| Topic 5: Manage analytics and continuous improvement | 13% | - 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. Identify and resolve operational issues
- 3. Analyze interaction and service data
- Configure reporting and dashboards
- 1. Set up built-in and custom reports
- 2. Integrate Power BI and advanced analytics
- 3. Define KPIs and performance metrics
|
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Microsoft Transforming Contact Center Experiences with AI in Dynamics 365 Sample Questions (Q79-Q84):
NEW QUESTION # 79
A company has a quality management program for its contact center to ensure excellence for its customer experience.
The company must be able to review conversations and retain records for compliance in support of the program.
You need to configure the voice interactions to meet the requirements.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
- A. Enable transcription with storage retention policies.
- B. Associate conversations with post-call survey automation.
- C. Enable call recording for voice conversations.
- D. Configure real-time translation for voice interactions.
- E. Configure live sentiment analysis during calls.
Answer: A,C
NEW QUESTION # 80
A company uses Dynamics 365 Contact Center.
Customer service representatives (CSRs) in different departments experience inconsistent session handling while using the system.
The company requires consistent session behavior across all CSRs.
You need to standardize behavior across departments.
What should you assign?
- A. capacity profile
- B. application tab template
- C. experience profile
- D. session template
Answer: D
Explanation:
To resolve the inconsistent session handling and ensure standard behavior across all departments, you should assign Session Templates.
In Dynamics 365 Contact Center, a Session Template defines the exact runtime experience for a customer service representative (CSR) when a communication request or interaction is accepted.
It dictates uniform rules for:
Anchor Tabs: Determining which specific application page (like an Active Conversation or Case form) opens automatically and cannot be closed by the user.
Additional Application Tabs: Standardizing which productivity tools, forms, or knowledge-based tabs pre-populate when a session begins.
Communication Panel Behavior: Deciding how and where the chat, voice, or digital interaction controls appear alongside the workspace.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/session-templates
NEW QUESTION # 81
Hotspot Question
A company uses Dynamics 365 Customer Service. The company plans to use internal knowledge sources.
The company must be able to improve case management as follows:
- Automatically draft new knowledge articles for approval by knowledge
managers.
- Improve accuracy of recommended articles for resolutions.
You need to configure case management to meet the requirements.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

Explanation:
Box 1: Enable the Customer Knowledge Management Agent
To automatically draft new knowledge articles from resolved cases in Dynamics 365 Customer Service, you need to configure the Customer Knowledge Management Agent via Copilot capabilities.
-> Enable the Customer Knowledge Management Agent
1. Open the Copilot Service admin center (or Customer Service admin center).
2. Go to Knowledge in the navigation menu.
3. Select Customer Management Agent settings.
4. Check the box to enable real-time knowledge creation from current cases so the system automatically analyzes case notes, emails, and conversations upon closure.
Box 2: Configure knowledge source.
To meet the requirements of using only internal knowledge soures, you should perform the following configurations in the Customer Service admin center (or Copilot Service admin center):
Enforce Internal Knowledge Bases Only
1. Go to Productivity > Copilot for questions and emails (or Knowledge settings).
2. Under Knowledge sources, restrict the configuration to use Dynamics 365 Knowledge Base (Dataverse) only.
3. Ensure that any external search providers (such as public websites or untrusted third-party repositories) are disabled or excluded to satisfy the internal-only requirement Reference:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/service/dynamics365-contact-center/use-customer-knowledge-management-agent-update-knowledge-base
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/set-up-knowledge-management-embedded-knowledge-search
NEW QUESTION # 82
For this question, refer to the Fabrikam, Inc. case study. You need to design AI-driven interactions based on the voice channel business requirements, specifically resolving simple inquiries without a human representative while still giving CSRs the context collected earlier when escalation is required.
What should you configure?
- A. A scheduled report that summarizes call volume after the fact, with no real-time interaction capability.
- B. A Copilot Studio voice agent that resolves common inquiries automatically and passes collected interaction context to the CSR whenever escalation occurs.
- C. A static FAQ page linked from the company website, with no connection to the live voice channel. B.A manual callback queue with no automated resolution capability.
Answer: B
NEW QUESTION # 83
You need to meet the company's business requirements for analytics and monitoring.
Which features should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Answer:
Explanation:

NEW QUESTION # 84
......
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