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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
    Manage cases and knowledge- Case management
    • 1. Automate case routing
      • 2. Create and resolve cases
        - Knowledge management
        • 1. Knowledge articles creation and lifecycle
          • 2. Search and knowledge usage
            Configure Dynamics 365 Customer Service- Configure customer service applications
            • 1. Set up Dynamics 365 Customer Service app
              • 2. Configure basic system settings
                - Manage cases and queues
                • 1. Case lifecycle management
                  • 2. Queue configuration and routing
                    Implement omnichannel for customer service- Omnichannel setup
                    • 1. Routing and work distribution
                      • 2. Chat, voice, and messaging configuration
                        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 (Q211-Q216):

                              NEW QUESTION # 211
                              Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
                              After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
                              You are creating agent scripts that have macros for quick steps for agents in a support center.
                              Agents need to be able to open a case from one of the steps in the agent scripts.
                              You need to select a type of connector to use to create the macro.
                              Solution: Configure the macro by using a session connector.
                              Does the solution meet the goal?

                              Answer: A


                              NEW QUESTION # 212
                              A company uses Dynamics 365 Customer Service. Customer Voice is deployed on the tenant.
                              When a user resolves a case in the system, the individual who reported the incident must automatically receive an email with a link to complete a customer feedback survey. Survey responses must be visible against the resolved case.
                              You need to implement a solution.
                              Solution: Navigate to the resolved case. Select Send Survey.
                              Does the solution meet the goal?

                              Answer: B


                              NEW QUESTION # 213
                              Case Study 4 - Lamna Healthcare
                              Background
                              Lamna Healthcare Company has a call center for the city. They receive roughly 5,000 calls a day on health issues.
                              They have the following three departments that take calls daily:
                              - Chronic illnesses
                              - Flu-type illnesses
                              - Geriatric illnesses
                              There is a fourth area that monitors for miscellaneous issues.
                              They are implementing Dynamics 365 Customer Service.
                              Requirements. Queues
                              A queue has to be set up for each department.
                              Emails must automatically be routed to the appropriate queue.
                              Miscellaneous queues must be visible to everyone.
                              The other queues must be visible only to the appropriate department. If a case is open more than
                              30 days, the case must automatically be routed to the supervisor. There must be a button on the queue list screen to route a case to a supervisor if requested.
                              Requirements. Visualizations
                              Support representatives must have a real-time view of cases assigned to them, including the status of each case.
                              Support representatives must be able to see a graphic view of cases by customer that are assigned to them.
                              Requirements. Knowledge Base
                              Support representatives must use the knowledge base first to try to solve issues. Support representatives must be able to reference the knowledge base when it is used to resolve the case.
                              The knowledge base article that is used to resolve a case must always be sent to the customer. If the answer is not in the knowledge base, a support representative needs to create a knowledge base article.
                              Requirements. Cases
                              The cases must follow a process that includes identify, research, and resolve. A confirmation section must be added before the resolve section. Customers must have contracts that allow them to call Lamna Healthcare 10 times a year for help. In addition to the 10 free calls, customers must be able to send 15 emails a year for support. Cases that come in as phone calls must be resolved with seven business days. Cases that come in as emails must be resolved within three business days.
                              Requirements. Surveys
                              Lamna Healthcare sends out about 100,000 surveys a month. Lamna must use Microsoft Forms Pro for their surveys.
                              All surveys must have the company logo.
                              The logo's company colors must not be changed. Any modifications to the graphic or colors is a breach of company policies.
                              A survey must automatically be sent once a case is resolved. A manual survey must be sent if a case is escalated. A survey must not be sent without confirming that it is accurate. Supervisors must test a survey before it is finalized.
                              Hotspot Question
                              You need to choose the appropriate actions when using the knowledge base.
                              Which actions should you choose? To answer, select the appropriate options in the answer area.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Explanation:
                              Box 1: Email the knowledge base article to the customer
                              Support representatives must use the knowledge base first to try to solve issues. The knowledge base article that is used to resolve a case must always be sent to the customer.
                              Box 2: Link to resolved case
                              Support representatives must be able to reference the knowledge base when it is used to resolve the case.
                              Box 3: Create a knowledge base article
                              If the answer is not in the knowledge base, a support representative needs to create a knowledge base article.


                              NEW QUESTION # 214
                              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:


                              NEW QUESTION # 215
                              You need to ensure that customers cannot open more cases than they are allowed.
                              Which four 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:

                              Explanation:
                              Text, table Description automatically generated with medium confidence

                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/create-entitlement-define-support-terms-custom


                              NEW QUESTION # 216
                              ......

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