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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implement Connected Customer Service2-6%- Set up IoT and field service integration
Topic 2: Implement routing and work distribution2-6%- Configure unified routing
  • 1. Define routing rules and decision trees
    • 2. Set up workstreams and queues
      Topic 3: Manage analytics, visualizations, and insights5-9%- 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 4: Implement scheduling10-14%- Configure service scheduling
          • 1. Define service activities and requirements
            • 2. Set up resources and resource groups
              • 3. Implement scheduling rules and availability
                Topic 5: Manage cases and knowledge management51-55%- Implement knowledge management
                • 1. Configure knowledge search and recommendations
                  • 2. Create and manage knowledge articles
                    • 3. Integrate knowledge with cases and portals
                      - 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
                            Topic 6: 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 7: 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 8: 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. Manage SLA calculations and pauses
                                          • 2. Define SLA KPIs and timelines
                                            • 3. Configure SLA actions and warnings

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q175-Q180):

                                              NEW QUESTION # 175
                                              A company uses Dynamics 365 Customer Voice.
                                              The company requires the following for a survey:
                                              * The survey must be sent automatically each time a salesperson visits a customer and closes the appointment.
                                              * If a survey satisfaction score is negative, an activity must be created for the salesperson.
                                              You need to configure the survey.
                                              What should you do? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:
                                              Box 1: Create a Power Automate flow
                                              After creating a survey, you can send it to respondents based on a business trigger-resolution of a case or fulfillment of an order, for example. You can either select a built-in template or create a flow from scratch by using Power Automate.
                                              Box 2: Create an alert rule
                                              Dynamics 365 Customer Voice includes built-in follow-up management to ensure you follow up to your customer feedback in a timely manner. Each customer satisfaction metric includes support for a real-time alert to notify business users upon receiving customer feedback within the specified alert range. Business users can manage and resolve alerts with follow-up action notes using the built-in alert management dashboard.
                                              Alerts are the follow-up activities that are created based on the defined alert rules. Alert rules are defined on satisfaction metrics. Alerts are created based on the values of satisfaction metrics in survey responses.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-voice/send-survey-flow
                                              https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/customer-voice/dynamics365-customer-
                                              https://docs.microsoft.com/en-us/dynamics365/customer-voice/alerts


                                              NEW QUESTION # 176
                                              Drag and Drop Question
                                              A company is using Omnichannel for Customer Service.
                                              You add a live chat button to your company's website for existing customers. Requests for chats are handled by the next available representative. The chat must route the customer to the same representative if the customer is inadvertently disconnected.
                                              You need to configure the chat.
                                              Which four 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:


                                              NEW QUESTION # 177
                                              A company uses Dynamics 365 for Customer Service. A case in the queue is routed to you.
                                              You will be going on a vacation.
                                              You need to assign the case to someone else.
                                              What should you do?

                                              Answer: C

                                              Explanation:
                                              Section: Topic 2, Manage cases and the knowledge base


                                              NEW QUESTION # 178
                                              You are customizing a Dynamics 365 for Customer Service implementation.
                                              The call center manager requires a visual representation that includes the number of resolved cases by month for each call center agent. The chart must be visible to all users within the service area.
                                              You need to create the chart.
                                              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:


                                              NEW QUESTION # 179
                                              A company installs and services air filtering units for industrial manufacturing plants. The company is implementing Dynamics 365 Customer Service.
                                              Each regional location has only two advanced diagnostic units. The company charges customers a higher rate when the company uses a unit.
                                              You need to configure the system to optimize work scheduling.
                                              What should you configure? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 180
                                              ......

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