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| Section | Weight | Objectives |
|---|---|---|
| Implement channels and engagement experiences | 33% | - Configure contact center environments
|
| Manage analytics and continuous improvement | 13% | - Configure reporting and dashboards
|
| Configure agents and AI capabilities | 13% | - Implement AI-powered self-service agents
|
| Configure representative experience and productivity | 18% | - Configure supervisor capabilities
|
| Configure work distribution and routing | 13% | - Design routing strategies
|
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NEW QUESTION # 120
Leadership wants a custom KPI - first-contact resolution rate by region - added to the out-of-the- box analytics dashboard, which isn't available by default.
You need to recommend an approach.
What should you do?
Answer: C
Explanation:
The embedded Power BI editor within the Copilot Service workspace analytics reports allows administrators to customize and add KPIs such as a custom first-contact resolution rate by region, without waiting on a Microsoft-delivered report or resorting to manual, non-integrated reporting.
NEW QUESTION # 121
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- Fabrikam, Inc. currently uses an outdated on-premises telephony system that does NOT integrate with modern CRM systems.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.
Hotspot Question
You need to configure inbound voice functionality and ensure that calls are routed to the appropriate CSR based on predefined criteria.
How should you perform the configurations? To answer, select the appropriate components in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Add a voice channel to the workstream
To set up inbound call entry and route incoming phone calls in a Dynamics 365 Contact Center environment, you should add a voice channel to the workstream.
Inbound Voice Setup Steps
1. Create a workstream: Set up a unified routing workstream configured for the voice channel type.
2. Add a voice channel: Associate your acquired or synced phone number (such as via Azure Communication Services or Teams Phone) directly within that workstream to enable inbound call processing.
3. Configure routing rules: Define the specific criteria and assign incoming interactions to the appropriate queues and Customer Service Representatives (CSRs).
Box 2: Create a workstream
Create a workstream is the primary voice setup used for call distribution configuration, serving as the container where work routing rules, language, and IVR behaviors are defined for inbound calls.
Call Distribution Setup Details
Workstream creation: Defines the operating environment, channel type (voice), and overall routing setup.
Routing rules: Directs incoming interactions from the workstream to the correct queues based on predefined criteria.
Queue configuration: Holds the service representatives (CSRs) assigned to handle specific work items after the workstream routing logic evaluates them.
Box 3: Configure an assignment method.
To ensure that calls are routed to the appropriate customer service representative (CSR) based on predefined criteria, you must configure an assignment method.
In Dynamics 365 Contact Center (and Omnichannel for Customer Service), assignment methods determine how conversations-including inbound voice interactions-are allocated to agents within a queue based on rules like capacity, availability, or matching skills.
Reference:
https://learn.microsoft.com/en-us/dynamics365/contact-center/administer/configure-teams-phone-in-voice-channel
https://learn.microsoft.com/en-us/training/modules/configure-voice-channel-contact-center/
NEW QUESTION # 122
Hotspot Question
Customer service representatives (CSRs) at a company use a chat channel in Dynamics 365 Customer Service.
The company wants to improve how incoming chats are handled as follows:
- Email addresses must be captured for customer verification before
engaging the customer.
- The reason for the contact must be captured before the chat starts
and must be used for routing.
You need to configure the chat channel to meet the requirements.
Which action should you perform for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Define a context variable in the workstream
To define a context variable in the chat workstream to capture email addresses for customer verification, you should set it up with the following parameters:
Name / Logical Name: Email (Case-sensitive; must exactly match the question key or logical name used in your pre-chat survey or custom JavaScript context provider).
Type: String (Because email addresses contain text characters, they must be stored as primitive string values).
Automatic Record Identification: When a context variable named Email is populated via a pre- chat survey or passed from an authenticated website portal, Omnichannel for Customer Service uses it to query your environment and automatically link the corresponding Contact record to the live conversation session.
Routing and Personalization: Once the context variable is captured, you can leverage it within your unified routing rules to direct the chat to a specialized queue, or use it within customer service representative productivity tools like macros or scripts Box 2: Configure routing rules that use survey responses.
To achieve this requirement, you must configure a pre-conversation survey on the chat channel and use its answers via context variables to drive route-to-queue rules.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/manage-context-variables
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/configure-route-to-queue-rules
NEW QUESTION # 123
A company is configuring Copilot in Dynamics 365 Customer Service to assist customer service representative (CSRs) with real-time responses in the sidecar pane. The company has NOT approved Copilot Studio use yet.
The company configures multiple data sources for Copilot to answer questions and generate draft emails and chats.
Copilot must generate responses by using only supported knowledge sources that are enabled in Copilot Service admin center without enabling knowledge sources from Copilot Studio.
You need to configure the knowledge sources that Copilot can use.
What are two knowledge sources you can configure for Copilot to use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Answer: C,E
Explanation:
When Copilot in Dynamics 365 Customer Service is restricted strictly to the native configuration within the Copilot Service admin center (without enabling or routing through Microsoft Copilot Studio), you can configure and use the following supported native knowledge sources:
[E]
Dynamics 365 Internal Knowledge Base: The native knowledge management system within Dynamics 365 Customer Service where your standard internal knowledge articles are created, indexed, and published.
[C]
External Web Search (via Bing): The out-of-the-box web search functionality that utilizes public internet data via Bing to help customer service representatives answer questions, provided it is turned on in your region settings.
Note:
SharePoint, Dataverse files, Enterprise Data, or custom uploaded files-explicitly require turning on the Knowledge Hub / Copilot Studio integration toggle inside the admin center. Since your company has not approved Copilot Studio use, you must leave that option disabled and rely solely on your native Dynamics 365 knowledge articles and Bing web search.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/admin-km-agent
NEW QUESTION # 124
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.
Drag and Drop Question
You need to ensure that CSRs receive calls during their scheduled working hours only.
How should you perform the configurations? To answer, move the appropriate features to the correct requirements. You may use each feature once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Enable shift-based routing that uses activity types
To prevent call assignment outside of defined working schedules in Dynamics 365 Contact Center, you should enable shift-based routing that uses activity types.
Shift Activity Types control availability: Under this model, the unified routing engine references specific shift activity types tied to a customer service representative's (CSR) schedule.
Assignable vs. Non-Assignable Statuses: Activities within a shift plan are explicitly categorized as either Assignable (e.g., standard phone support) or Non-Assignable (e.g., breaks, lunch, or training).
If a CSR is outside their scheduled shift or on a designated non-assignable activity block, the routing engine recognizes this in real time and automatically prevents new work items or voice calls from being routed to them.
Box 2: Configure the CSR calendar for channel-based availability
Configure the CSR calendar for channel-based availability aligns with setting up agent calendar/schedules in unified routing.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/configure-routing-on-agent-calendar
NEW QUESTION # 125
......
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