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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage cases and knowledge management51-55%- Create and manage cases
  • 1. Implement case routing and queues
    • 2. Configure case types and statuses
      • 3. Manage case hierarchies and relationships
        - Configure Dynamics 365 Copilot for Service
        - Implement knowledge management
        • 1. Create and manage knowledge articles
          • 2. Integrate knowledge with cases and portals
            • 3. Configure knowledge search and recommendations
              Topic 2: Implement Connected Customer Service2-6%- Set up IoT and field service integration
              Topic 3: Implement scheduling10-14%- Configure service scheduling
              • 1. Define service activities and requirements
                • 2. Implement scheduling rules and availability
                  • 3. Set up resources and resource groups
                    Topic 4: Implement routing and work distribution2-6%- Configure unified routing
                    • 1. Define routing rules and decision trees
                      • 2. Set up workstreams and queues
                        Topic 5: 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 6: Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
                            • 1. Use out-of-box Customer Service reports
                              • 2. Build custom dashboards and visualizations
                                - Implement Customer Voice surveys and feedback
                                Topic 7: Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
                                • 1. Integrate channels and productivity tools
                                  • 2. Set up app profiles and session templates
                                    Topic 8: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                                    • 1. Manage SLA calculations and pauses
                                      • 2. Define SLA KPIs and timelines
                                        • 3. Configure SLA actions and warnings
                                          - Configure entitlements
                                          • 1. Define entitlement terms and restrictions
                                            • 2. Associate entitlements with customers and cases

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q337-Q342):

                                              NEW QUESTION # 337
                                              You are a Dynamics 365 for Customer Service administrator.
                                              Members of the customer support staff must not be available on public holidays in the year 2021.
                                              You need to configure holiday schedules.
                                              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:

                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-up-holidayschedule


                                              NEW QUESTION # 338
                                              A company is implementing Omnichannel for Dynamics 365 Customer Service. The company's requirements are:
                                              * Live chat must be available through Omnichannel for cases only.
                                              * High-priority cases must automatically be sent to the next available agent.
                                              * Lower-priority cases must wait to be picked up by an agent
                                              * All work must be distributed evenly with no other conditions.
                                              You need to select the setup that meets the requirements. Which setup should you select?

                                              Answer: B


                                              NEW QUESTION # 339
                                              You need to search for answers to customer claims.
                                              Which type of search should you perform?

                                              Answer: D

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


                                              NEW QUESTION # 340
                                              You use Dynamics 365 Customer Service to manage cases.
                                              You need to create a service-level agreement (SLA) that provides a warning when two KPI values match a specified condition: First response and Resolve by.
                                              Which two types of SLA details should you use? Each correct answer presents part of the solution.
                                              NOTE: Each correct selection is worth one point.

                                              Answer: C,D


                                              NEW QUESTION # 341
                                              You need to configure the queues.
                                              Which configurations should you use? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Box 1: Record Creation and Update rule
                                              Reduce the need for manually creating cases from incoming emails and increase the efficiency of customer service agents by creating automatic case creation rules in Dynamics 365 Customer Service.
                                              Box 2: Routing Rule
                                              Unified routing is an intelligent, scalable, and enterprise-grade routing and assignment capability that can direct the incoming work item to the best-suited queue and agent by adhering to work item requirements and matching them with the agent's capabilities.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/automatically-create-case-from-email
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/overview-unified-routing


                                              NEW QUESTION # 342
                                              ......

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