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| Section | Objectives |
|---|---|
| Design AI-enabled contact center experiences | - Implement AI-assisted agent experiences with Copilot - Configure Dynamics 365 Customer Service capabilities |
| Knowledge and case management with AI | - Implement case routing and automation rules - Configure knowledge base for agent assistance |
| Optimize agent productivity using Copilot and automation | - Configure workflow automation for service operations - Use Copilot for response generation and summarization |
| Measure and improve customer experience analytics | - Analyze contact center performance metrics - Use insights to improve service quality |
| Implement omnichannel engagement | - Enable voice and unified routing scenarios - Configure digital messaging and chat channels |
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NEW QUESTION # 53
A company must be able to monitor campaign success and customer service representative performance during proactive engagement campaigns.
You need to configure the monitoring capabilities 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.
Answer: A,C
Explanation:
You need to view and analyze the following built-in reporting assets:
[E]
The Proactive Outbound / Proactive Engagement Dashboards: These give you comprehensive visibility into campaign success metrics. You can track KPIs such as delivery status, result, dialing modes, connect rate percentages, live person deliveries, and abandoned conversations.
[D]
The Real-Time Proactive Engagement Report: This provides an in-flight, live view of active outbound activity, allowing you to monitor ongoing pacing, engagement workloads, and immediate campaign progress as it happens.
Reference:
https://github.com/MicrosoftDocs/dynamics-365-contact-center/blob/main/contact-center/use/proactive-engagement-dashboard.md
https://learn.microsoft.com/en-us/dynamics365/customer-service/use/intro-realtime-analytics-dashboard
NEW QUESTION # 54
A company runs outbound campaigns that have high call volume.
The campaigns require efficient use of customer service representatives (CSRs) as well as minimizing idle time.
The dialing method must ensure that calls are automatically initiated and connected only when CSRs are available.
You need to configure the appropriate dialing method.
What should you do?
Answer: B
Explanation:
Use preview dialing mode is the correct action to take to fulfill these requirements.
In Dynamics 365 Contact Center, Preview dial mode ensures that the system only initiates and places an outbound call to a customer after a Customer Service Representative (CSR) is identified from the queue, notified, and has accepted the call request. This mechanism guarantees that a CSR is immediately available when the call connects, effectively eliminating the risk of customer dead air or dropped calls while simultaneously safeguarding agent idle time.
Reference:
https://learn.microsoft.com/en-us/dynamics365/contact-center/administer/configure-proactive-engagement
NEW QUESTION # 55
Drag and Drop Question
A company supports multiple communication channels. Customer service representatives (CSRs) handle multiple work items concurrently based on configured workload limits.
The company must be able to control how CSRs handle workload across channels.
The solution must:
- Limit how much work a CSR can handle at the same time.
- Prevent CSRs from receiving new work items until their conversations
are closed.
You need to configure workload management for the CSRs.
How should you configure the workloads? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bat between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Assign a capacity profile to the CSR
To limit how much work a customer service representative (CSR) can handle at the same time in a Dynamics 365 Contact Center environment, you should use Capacity Profiles.
Capacity Profiles provide the precise mechanism needed to control concurrent workloads across multiple communication channels:
Define Workload Quantities: You can create custom profiles that specify the exact amount of work, concurrent capacity limits, or daily limits for various types of interactions.
Cross-Channel Control: Administrators can configure profiles to block the assignment of new work items on certain digital channels when a CSR is busy handling a high-priority channel, such as an active phone call.
Multiple Profile Assignment: You can assign multiple different capacity profiles to an individual user, giving the system the flexibility to balance complex multi-channel workloads natively Box 2: Block capacity for wrap up in the workstream To meet this requirement, you should configure the Block capacity for wrap up setting to Always block within the work distribution settings of the relevant workstream.
Configuration Details
Where to set it: Navigate to the Workstreams area within the admin center, select the appropriate channel's workstream, and go to the Work distribution section.
How it works:
By default, when a CSR or customer ends an active interaction, the conversation transitions into an intermediate Wrap-up state (allowing the agent to write notes or log outcomes).
Setting this option to Always block ensures that the agent's configured capacity continues to be fully consumed throughout the wrap-up period.
The system will not route any new work items to the CSR until they (or the system's auto-close scheduler) explicitly change the conversation's state to Closed, freeing up their capacity.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/capacity-profiles
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/create-workstreams
NEW QUESTION # 56
Case Study 1 - Fabrikam, Inc
Background
Fabrikam, Inc. is a mid-sized global company that provides outsourced customer support services for retail and telecommunications clients. The company operates multiple regional contact centers. Fabrikam, Inc. is transitioning to a unified cloud-based platform by implementing Microsoft Dynamics 365 Contact Center.
The goal is to improve customer satisfaction, reduce average handling time, and increase workforce productivity while enabling AI-assisted customer interactions.
Fabrikam, Inc. has an established Microsoft ecosystem, including Microsoft Azure and Microsoft Power Platform. The company requires that all implementations follow best practices for scalability, maintainability, and governance, while aligning with internal governance and security standards.
Current environment
Contact Center infrastructure
- Fabrikam, Inc. currently uses an outdated on-premises telephony system that does NOT integrate with modern CRM systems.
- The company is migrating to Dynamics 365 Contact Center to support voice-based interactions.
- Azure resources are centrally managed by the IT team.
- Azure Application Insights is provisioned but not yet connected to any contact center workload.
- Microsoft Entra ID is used for identity and access management.
Application lifecycle management (ALM)
- The company maintains separate development, test, and production environments in Microsoft Dataverse.
- Solutions are deployed as managed or unmanaged depending on the environment.
- Configuration data must be moved between environments without manual recreation.
- The IT team requires repeatable and governed deployment processes.
Users and roles
- Customer service representatives (CSRs) handle inbound customer calls.
- Supervisors monitor performance and manage workforce scheduling.
- Administrators configure and maintain the system.
- Roles are defined for CSRs, supervisors, and administrators, but permissions are not consistently enforced.
- Access must be restricted based on user responsibilities to enforce least privilege.
Business requirements
Voice channel
- Customers must be able to contact customer support through an inbound voice channel.
- Incoming calls must be routed to available CSRs based on predefined criteria.
- Customer input must be collected through an automated interaction before routing.
- Some inquiries must be resolved without involving a human representative.
- When escalation is required, CSRs must receive relevant information collected earlier in the interaction.
Workforce management (WFM)
- Supervisors must define shifts and assign schedules for CSRs.
- CSRs must receive interactions during their scheduled shifts only.
- Some shifts must allow for times that do NOT accept phone calls.
- WFM capabilities must be enabled within the contact center solution.
AI and automation
- The solution must support AI-driven capabilities to handle frequently asked customer questions.
- The system must support generative AI for natural, conversational interactions.
- When an issue cannot be resolved automatically, escalation paths must be defined.
Routing and work assignment
- Customer interactions must be managed through a structured process to ensure consistent handling.
- Information collected during the voice agent interactions must be available to CSRs.
- CSRs must be assigned to handle interactions based on their expertise.
Analytics and monitoring
- The company must monitor conversation performance and identify and troubleshoot issues affecting customer experience.
- The solution must provide detailed diagnostic information to support troubleshooting across the interaction lifecycle.
- Supervisors must be able to analyze interaction quality and identify trends and bottlenecks.
Technical requirements
Voice channel configuration
- Dynamics 365 Contact Center must be used to support voice-based customer interactions.
- The solution must support inbound calling through configured phone numbers.
- Voice interactions must be routed in a way that follows best practices for scalability and consistent performance.
IVR and voice agents
- IVR flows must support both naturally spoken input and keypad input.
- Voice agents must be configured by using Copilot Studio.
- AI agents must be able to retrieve customer data from backend systems when needed.
Security and access
- Access must be restricted based on user responsibilities and follow the principle of least privilege.
- CSRs must access records relevant to only the interactions they handle.
- Supervisors must have visibility into CSR performance and schedules.
- Administrators must have full access to configure and manage the solution.
ALM and deployment
- Production deployments must use managed solutions.
- Configuration data must be moved between environments by using supported tools and without manual recreation.
- Deployment processes should be automated to ensure consistency and reliability.
Issues
- The current system lacks integration between voice interactions and CRM systems.
- CSRs receive calls outside of their scheduled shifts.
- Fabrikam, Inc. has no consistent process for deploying configurations across environments.
- AI capabilities are underused, resulting in increased interaction volumes.
- Some customers interact from a noisy environment, which makes it difficult for CSRs and agents to serve them efficiently.
- Supervisors lack visibility into detailed conversation diagnostics.
- Access permissions are not consistently aligned with user responsibilities, causing access inconsistencies.
You need to design a voice agent that meets the voice channel and IVR technical requirements.
What should you do?
Answer: C
Explanation:
To meet the requirements for a Dynamics 365 Contact Center environment, the best action is to configure voice agent interactions before defining routing logic.
In a scalable, best-practice voice architecture using Copilot Studio and unified routing:
The AI voice agent acts as the frontline entry point (the IVR) for the inbound phone number.
To route a call correctly based on what happens during the IVR interaction (such as customer input, intent detection, or data retrieved from backend systems), the routing engine needs to know where the call is coming from and what intent or context variables the voice agent passes to it.
Therefore, you must build the voice agent (Copilot Studio bot) and link it to your channel/phone number before you can define the routing logic, queues, and rules that handle the handoff from the bot to human agents.
Scenario:
Technical requirements
Voice channel configuration
- Dynamics 365 Contact Center must be used to support voice-based customer interactions.
- The solution must support inbound calling through configured phone numbers.
- Voice interactions must be routed in a way that follows best practices for scalability and consistent performance.
IVR and voice agents
- IVR flows must support both naturally spoken input and keypad input.
- Voice agents must be configured by using Copilot Studio.
- AI agents must be able to retrieve customer data from backend systems when needed.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/voice-channel-inbound-calling
NEW QUESTION # 57
A company uses knowledge articles to support customer service representatives (CSRs).
CSRs report that relevant articles are NOT returned when they search during case resolution.
Search results must return relevant knowledge articles based on user queries.
You need to improve the accuracy of knowledge search results.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
To improve the accuracy and relevance of knowledge search results during case resolution in Dynamics 365 Contact Center, you should take the following two steps:
[A]
Enable Dataverse Search
Ensure Dataverse search is enabled in your environment. When enabled, the knowledge management search control leverages Azure AI-powered search logic rather than standard full- text database queries. This delivers significantly higher accuracy, handles partial matches, highlights search terms, and looks across keywords, descriptions, and attachments.
[B]
Configure Automatic Suggestions and Automatic Filtering
Open the Case form editor and configure the properties of the Knowledge Base Search Control.
Check the box to Turn on automatic suggestions and select the most relevant text field (typically Case Title) as the field the system uses to automatically contextualize and populate the search query when a representative opens a case. Additionally, adjust any Automatic Filtering options to ensure results match the parameters of the current issue without overly restricting relevant articles.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/use/search-operators
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/add-knowledge-base-search-control-forms
NEW QUESTION # 58
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