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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
  • 1. Connect Customer Service with other apps
    • 2. Create custom forms and workflows
      Topic 2: 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 3: Manage cases and knowledge management51-55%- Implement knowledge management
          • 1. Create and manage knowledge articles
            • 2. Configure knowledge search and recommendations
              • 3. Integrate knowledge with cases and portals
                - Configure Dynamics 365 Copilot for Service
                - Create and manage cases
                • 1. Configure case types and statuses
                  • 2. Manage case hierarchies and relationships
                    • 3. Implement case routing and queues
                      Topic 4: 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 5: Implement routing and work distribution2-6%- Configure unified routing
                            • 1. Define routing rules and decision trees
                              • 2. Set up workstreams and queues
                                Topic 6: Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                                • 1. Associate entitlements with customers and cases
                                  • 2. Define entitlement terms and restrictions
                                    - Implement SLAs
                                    • 1. Configure SLA actions and warnings
                                      • 2. Define SLA KPIs and timelines
                                        • 3. Manage SLA calculations and pauses
                                          Topic 7: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                          Topic 8: 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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q160-Q165):

                                              NEW QUESTION # 160
                                              A company uses Dynamics 365 Customer Service. The company installs Dynamics 365 Customer Service Insights.
                                              The company wants to use dashboards to report phone calls and emails to monitor the productivity of representatives.
                                              You need to perform the configuration.
                                              Which configuration should you use? To answer, select the appropriate configurations in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Box 1: Go to the Dynamics 365 Customer Service URL and choose the Dynamics 365 Customer Service Insights dashboard.
                                              Customer Service Insights is now embedded in Dynamics 365 Customer Service. After it is enabled, this experience allows you to start seeing historical analytics directly within the Customer Service environment.
                                              Several reports and dashboards can be viewed by your management team.
                                              Box 2: Channel
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/introduction-customer-service-analytics


                                              NEW QUESTION # 161
                                              You need to select the feature for each parameter.
                                              Which feature should you use for each parameter? 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/dynamics365/customer-service/create-operating-hours


                                              NEW QUESTION # 162
                                              You are a Dynamics 365 administrator.
                                              You want to set up a child/parent relationship for cases so that the child case inherits different fields from the parent case.
                                              You need to set up the appropriate child/parent relationship.
                                              Which three 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:

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/define-settings-parent-child-cases


                                              NEW QUESTION # 163
                                              A customer service manager needs a new business process flow to manage support for a product rollout for bicycles. There are two bicycle models: standard and high performance.
                                              Support representatives must be able to:
                                              * Specify the model of the bicycle.
                                              * Capture comments from customer support issues if the bicycle is the high-performance model.
                                              You need to create the business process flow.
                                              What should you configure for each requirement? To answer, select the appropriate options in the answer area.

                                              Answer:

                                              Explanation:

                                              Explanation:
                                              Box 1: Categories only
                                              Box 2: Categories and Subjects
                                              Note:
                                              * Using the Categories entity, you can create hierarchical categorical data to help group records. Categorizing entity records in Dynamics 365 Customer Service helps you tag the records so that you can easily search them. Use the entity to create and manage a logical structure of categories in Dynamics 365 Customer Service, and then associate entity records to one or more categories.
                                              Categories are useful for reporting, sorting, segmenting, and categorization of records.
                                              * The customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), include a subject organizational structure that lets you mark and categorize service cases, knowledge base articles, products, and sales literature. By using the subject hierarchy, you can classify service cases to quickly provide service to your customer. You can also provide the appropriate sales literature. You ' ll also be able to better understand gaps in your sales literature, evaluate service quality by subject area, and improve reporting on the performance of your products.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/create-manage-categories
                                              https://docs.microsoft.com/en-us/power-platform/admin/define-subjects-categorize-cases-products-articles


                                              NEW QUESTION # 164
                                              Case Study 5 - Fourth Coffee
                                              Background
                                              You are the technology manager for Fourth Coffee. The company sells 20 types of coffees and five types of digital coffee makers.
                                              Fourth Coffee uses Dynamics 365 Customer Service with Omnichannel for Customer Service.
                                              Current environment
                                              Queues
                                              The company uses queues to service different types of customers. Each type of customer corresponds to one of the following queues:
                                              - New customers
                                              - Repeat customers
                                              - Subscribers to the coffee of the month club
                                              The company has a separate queue to manage customers who have coffee maker issues.
                                              Current environment
                                              Employees
                                              The company has 50 call representatives across five call centers. Each representative can address five calls simultaneously. Overflow calls are transferred to the back office.
                                              - The company uses two levels of representatives to help customers with coffee purchases: entry level and specialists.
                                              - Supervisors monitor chats and live phone calls.
                                              Requirements
                                              Employees
                                              Call representatives must be able to answer requests from phone calls, SMS messages, and chat. A ticket must be opened for each request.
                                              Specialists must be assigned to coffee maker calls.
                                              Specific representatives require a Dynamics 365 Customer Service workspace to perform the following activities:
                                              - Open an assigned record in a new workspace tab.
                                              - Use a predefined email template when representatives send an email.
                                              - The system must notify supervisors when customers in a live session
                                              express negative feedback about a service or product.
                                              Requirements
                                              Configuration
                                              - If a customer starts a chat during non-working business hours, the
                                              first representative that signs into the system must answer the chat;
                                              the customer must be able to continue the chat at any time.
                                              - Chat sessions must start only when the customer selects the chat
                                              icon. Chat must only be available for reorders and coffee maker
                                              repairs.
                                              - Subscribers and new orders must always go to a live representative
                                              unless the subscriber chooses the chat icon.
                                              Customers must be able to download a separate app to their phone or tablet for ordering coffee.
                                              The app must include only the customer's name, address, phone number, and issue information.
                                              Requirements
                                              Support
                                              The solution must provide the following website features for external customers:
                                              - Provide support to submit issues.
                                              - Ensure they can log in.
                                              The chatbot must have an option to allow users to escalate a conversation to a live representative.
                                              Live representatives must be able to send a customer back to the chatbot.
                                              Requirements
                                              Distribution of calls
                                              - Live chat must be available for cases.
                                              - Cases that are escalated must be distributed to the next available
                                              agent.
                                              - All other cases must wait for an agent to pick up the case.
                                              - All work must be distributed evenly with no other conditions.
                                              - The number of workstreams and routing rules must be minimized.
                                              - Spanish-speaking customers must be sent to representatives who speak
                                              Spanish fluently.
                                              - Tickets must be routed to the most qualified representative for the
                                              type of issue reported.
                                              - All representatives must be rated on their specialty knowledge and
                                              backup specialty.
                                              Requirements
                                              Device telemetry
                                              The solution must support the following:
                                              - Remotely monitor coffee makers and contact a technician to help
                                              customers with coffee maker support contracts.
                                              - Provide a place for IoT messages to flow to the device and back to
                                              the IoT hub.
                                              - Automatically review messages from coffee makers and open a case when the system indicates an error with a coffee maker.
                                              - Provide a place for the company technology to securely connect
                                              virtually with the coffee maker customer.
                                              Requirements
                                              Customers
                                              - Customers must be able to sign into an external portal.
                                              - Customers must be able to view their cases and case status
                                              information.
                                              - Security must be as restrictive as possible.
                                              Requirements
                                              Surveys
                                              The survey must include the following with minimum development effort:
                                              - A list of questions that rate the service as poor, average, or great
                                              - A question that rates whether the customer would recommend the
                                              company
                                              - A question that asks if the customer would like to escalate a case
                                              o If yes, the survey must collect an email address and phone number for the customer.
                                              o If no, another set of questions asking about open issue details must
                                              display.
                                              The solution must meet the following survey distribution requirements:
                                              - Each survey must be standardized to include the company logo and
                                              colors.
                                              - Surveys must be sent out after each ticket closes.
                                              - Quarterly surveys must be sent out to those customers who rated the
                                              company poorly.
                                              - Customer surveys must be available in several languages to support
                                              global distribution.
                                              Drag and Drop Question
                                              You need to set up question types to use for the survey.
                                              Which question types should you use? To answer, drag the appropriate question types to the correct requirements. Each question type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 165
                                              ......

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