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| Section | Weight | Objectives |
|---|
| Topic 1: Implement Customer Service multi-session experience | 5-9% | - Configure Customer Service workspace
- 1. Set up app profiles and session templates
- 2. Integrate channels and productivity tools
|
| Topic 2: Manage analytics, visualizations, and insights | 5-9% | - Implement Customer Voice surveys and feedback - Create and manage dashboards and reports
- 1. Build custom dashboards and visualizations
- 2. Use out-of-box Customer Service reports
|
| Topic 3: Manage cases and knowledge management | 51-55% | - Configure Dynamics 365 Copilot for Service - Create and manage cases
- 1. Configure case types and statuses
- 2. Implement case routing and queues
- 3. Manage case hierarchies and relationships
- Implement knowledge management
- 1. Configure knowledge search and recommendations
- 2. Create and manage knowledge articles
- 3. Integrate knowledge with cases and portals
|
| Topic 4: Implement routing and work distribution | 2-6% | - Configure unified routing
- 1. Define routing rules and decision trees
- 2. Set up workstreams and queues
|
| Topic 5: Implement Microsoft Power Platform integration | 2-6% | - Integrate Power Apps and Power Automate
- 1. Create custom forms and workflows
- 2. Connect Customer Service with other apps
|
| Topic 6: Implement scheduling | 10-14% | - Configure service scheduling
- 1. Implement scheduling rules and availability
- 2. Define service activities and requirements
- 3. Set up resources and resource groups
|
| Topic 7: Manage entitlements and service level agreements (SLAs) | 15-19% | - Configure entitlements
- 1. Define entitlement terms and restrictions
- 2. Associate entitlements with customers and cases
- Implement SLAs
- 1. Manage SLA calculations and pauses
- 2. Define SLA KPIs and timelines
- 3. Configure SLA actions and warnings
|
| Topic 8: Implement Connected Customer Service | 2-6% | - Set up IoT and field service integration
|
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Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q166-Q171):
NEW QUESTION # 166
Hotspot Question
You are using Dynamics 365 for Customer Service. You have existing routing rules.
You need to create a routing rule for cases and bulk-import cases.
Which actions should you perform? To answer, select the appropriate action in the dialog box in the answer area.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

NEW QUESTION # 167
Hotspot Question
A company is evaluating Dynamics 365 Customer Service Insights.
The company decides to use the sample data environment to expedite the evaluation process.
You need to recommend a dashboard.
Which dashboard should you recommend? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

Explanation:
https://docs.microsoft.com/en-us/dynamics365/ai/customer-service-insights/dashboard-kpi- summary
https://docs.microsoft.com/en-us/dynamics365/ai/customer-service-insights/dashboard-case- resolutions
NEW QUESTION # 168
A company uses Dynamics 365 Customer Service to provide product support to customers. Only employees are included in the company's Azure Active Directory.
You need to configure the system to meet the following requirements. You must minimize the effort required to complete any required configuration tasks.
Create a website for external customers to open support tickets and see the status of open issues.
Ensure that customers are set up to use this website.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

Reference:
https://docs.microsoft.com/en-us/power-apps/maker/portals/portal-templates
https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/customer-portal-overview
https://readyxrm.blog/2019/07/04/dynamics-365-customer-self-service-powerapps-portals-creating-a-case-on-behalf-of-another-account/
NEW QUESTION # 169
You are creating a survey using Voice of the Customer.
You need to embed the survey into a website and make it available to your customer.
What should you do?
- A. Create your Dynamics 365 portal. Display the Voice of the Customer page from within the main website page.
- B. Create the website. Add the URL to the Dynamics 365 site in your website.
- C. Create a webpage on the website. Add the URL to link the Voice of the Customer questions from Dynamics 365.
- D. Create an iFrame URL. Copy the HTML code to an iFrame in your website.
- E. Add the iFrame URL to your website.
Answer: D
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/voice-of-customer/distribute-survey
NEW QUESTION # 170
You are configuring a queue in Omnichannel for Customer Service for a call center.
You need to complete the queue configuration using the minimal number of actions.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Set the record creation and update rules for the queue
- B. Set the queue priority for the queue
- C. Enable the queue for auto work distribution
- D. Configure the mailbox for the queue
Answer: A,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-service/queues-omnichannel
NEW QUESTION # 171
......
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