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| Section | Weight | Objectives |
|---|---|---|
| Implement Channels | 30-35% | - Configure customer engagement channels
|
| Configure Agents and AI Capabilities | 10-15% | - Enable AI-assisted experiences
|
| Deploy Dynamics 365 Contact Center | 15-20% | - Deploy contact center environments
|
| Monitor and Optimize Contact Center Operations | - Operational excellence
| |
| Configure Users, Security, and Work Distribution | - Manage operational settings
|
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30. Frage
An engineering team needs to correlate voice channel latency spikes with specific routing decisions for root-cause analysis, using telemetry beyond what the built-in analytics reports show.
You need to recommend a configuration.
What should you do?
Antwort: B
Begründung:
For deep technical root-cause analysis beyond standard business-facing analytics, Dynamics 365 Contact Center supports configuring and embedding Application Insights telemetry and conversation diagnostics, giving engineering teams granular, correlatable data (e.g., latency, routing decisions) that out-of-the-box reports aren't designed to surface.
31. Frage
Case Study 3 - VanArsdel, Ltd
Background
VanArsdel, Ltd. is a global company that provides outsourced customer support services for enterprise clients across multiple industries, including retail, healthcare, and financial services.
VanArsdel, Ltd. is implementing Microsoft Dynamics 365 Contact Center to modernize its contact center operations. The company aims to provide a unified omnichannel experience for customers and improve customer service representative (CSR) productivity through AI-driven tools and automation.
The implementation will support voice, chat, and digital messaging channels. The initial rollout focuses on voice capabilities and AI-assisted CSR experiences. The solution must be scalable and configurable using out-of-the-box functionality where possible.
The company employs approximately 500 CSRs, 50 supervisors, and a small team of system administrators responsible for configuration and maintenance. Some back-office CSRs are available for consultations with frontline CSRs.
VanArsdel, Ltd. currently operates multiple outdated CCaaS platforms across its divisions. The company is concerned about CSR adoption and therefore plans to adopt a phased approach. The company plans to use its existing CCaaS solution with Copilot Service workspace to enable adoption of the agent desktop while the voice channel and associated capabilities are developed.
Current environment
Contact Center channels
VanArsdel, Ltd. currently uses an outdated telephony system integrated with a third-party CRM.
The system lacks support for modern APIs and does not provide advanced analytics or AI capabilities.
The company plans to replace the outdated system with Dynamics 365 Contact Center and Microsoft Teams Phone functionality.
Outbound communication capabilities are limited in the current system to SMS only and must be enhanced to support proactive engagement campaigns. A third-party tool is used to manage current campaigns.
CSR experience
CSRs currently rely on multiple disconnected systems to manage customer interactions. This results in inefficiencies and increased handling times.
The new solution must provide a unified interface with embedded productivity tools, including:
- AI-powered suggestions during live interactions.
- Suggested responses based on the CSR's interaction with the agent desktop and the conversation context.
- Real-time transcription and sentiment analysis.
- Integration with company-owned knowledge bases.
CSRs must be able to interact with customers through voice and digital channels within a single workspace. The sales director requires CSRs to be able to collect orders from their third-party order management tool from the Productivity panel. CSRs must be prevented from accessing payment information.
Data protection and compliance
VanArsdel, Ltd. handles sensitive customer data, including personally identifiable information (PII) and payment details.
The company must comply with strict data protection regulations, including:
- Masking sensitive data during live interactions.
- Preventing National Identity and payment card information from being stored in transcripts and AI generated summaries.
- Ensuring secure handling of customer information across all channels.
The current system does NOT provide adequate data masking capabilities.
Integration requirements
The company uses several internal systems, including:
- A customer account management system.
- A billing platform.
- A knowledge management system.
These systems must be integrated with Dynamics 365 Contact Center to provide CSRs with relevant information during interactions.
The company also has a third-party marketing platform. However, the company currently does NOT plan to integrate the platform and instead is evaluating Customer Insights - Journeys.
Business requirements
Voice channel implementation
VanArsdel, Ltd. must implement a voice channel that meets the following requirements:
- Support inbound and outbound voice calls by using Microsoft Teams Phone.
- Enhance call controls by using SDK APIs.
- Allow supervisors to monitor and manage live calls.
- Provide real-time insights into call performance.
The solution must support scalability to handle peak call volumes during seasonal demand.
Proactive engagement
The company must implement proactive outbound engagement capabilities, including:
- Proactive Dialer to adjust call pacing based on CSR availability and answer rates.
- Trigger-based engagement based on customer actions.
- Integration with customer data to personalize outreach.
Outbound campaigns must be configurable without requiring custom code.
Agent assist and AI capabilities
VanArsdel, Ltd. must enhance CSR productivity by implementing AI-powered assistance features, including:
- Suggested responses during customer interactions.
- Automated knowledge article recommendations.
- Real-time transcription and summarization.
- Real-time assistance sent to the CSR in the send message box during chat conversations.
The company also plans to extend Copilot capabilities by integrating custom plugins, tools, and connectors.
Additionally, a bot must be implemented to support CSRs by providing interactable contextual guidance during interactions.
Voice agent configuration
The company must configure voice agents to support natural and efficient customer interactions.
The solution must include:
- Real-time speech recognition.
- Accurate transcription of customer conversations.
- Configurable voice settings to optimize performance.
Voice agents must follow best practices to ensure high-quality interactions and minimize errors.
Technical requirements
Channel Integration Framework
VanArsdel, Ltd. requires a phased approach to deploying the voice channel. The company plans to use its existing CCaaS solution with Copilot Service workspace to enable adoption of the agent desktop while the voice channel and associated capabilities are developed. The company requires the Channel Integration Framework to be built to:
- Click-to-act functionality for outbound communication.
- Integration with third-party applications.
- A consistent user experience for CSRs.
Sensitive data masking
The solution must include sensitive data masking capabilities that:
- Automatically detect and mask sensitive information during interactions.
- Prevent exposure of sensitive data in logs and transcripts.
- Allow administrators to configure masking rules.
Omnichannel JavaScript API
Custom extensions must be developed by using the Omnichannel JavaScript API to:
- Provide enhanced automation during a conversation.
- Display conversation dynamically based on the defined business process.
- Provide contextual information during customer interactions.
These extensions must be maintainable and align with best practices.
Supervisor experience
Supervisors must have access to advanced analytics and monitoring tools, including:
- Real-time dashboards for intraday CSR performance.
- Historical insights into call volumes and trends.
- Tools to manage and optimize CSR workloads.
The supervisor app must be used to provide actionable insights that improve operational efficiency.
Issues
VanArsdel, Ltd. has identified the following issues in the current environment:
- CSRs experience delays due to switching between multiple systems.
- Sensitive customer data is exposed during interactions.
- Outbound engagement capabilities are limited and not automated.
- Supervisors lack visibility into real-time performance metrics.
- Voice interactions lack transcription and AI-assisted features.
Problem statement
VanArsdel, Ltd. must implement a modern contact center solution by using Dynamics 365 Contact Center to:
- Improve CSR productivity through AI and automation.
- Ensure compliance with data protection regulations.
- Enhance customer engagement through proactive outreach.
- Provide a unified and efficient CSR experience.
- Enable supervisors to monitor and optimize operations effectively.
The solution must be scalable, secure, and aligned with best practices for configuring channels, AI capabilities, and integrations.
Drag and Drop Question
You need to configure voice interaction processing.
How should you complete the configuration? To answer, move the appropriate components to the correct requirements. You may use each component 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.
Antwort:
Begründung:
Explanation:
Box 1: Real-time Speech agent
Use the Real-time Speech agent configuration to handle streaming speech recognition and live response generation during phone calls.
Real-time Speech agent manages low-latency audio streaming, continuous voice activity, barge- in support, and real-time conversation flow.
Managed inside Microsoft Copilot Studio under voice-enabled agent settings.
Box 2: NLU in Copilot Studio
To configure intent-based journey orchestration in a Dynamics 365 Contact Center voice interaction environment, you should use NLU in Copilot Studio.
Intent Recognition & Extraction: Microsoft Copilot Studio provides the Natural Language Understanding (NLU/NLU+) models necessary to process interactive voice response (IVR) capabilities.
Dynamic Conversational Flow: It interprets user intent dynamically during voice calls, extracting meaning to choose the best topics, workflows, or actions.
Voice Capabilities: Copilot Studio directly handles speech and dual-tone multi-frequency (DTMF) inputs, orchestrating the caller's self-service journey before escalating or routing the call when needed.
Reference:
https://learn.microsoft.com/en-us/microsoft-copilot-studio/voice-configuration
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/configure-bot-virtual-agent
32. Frage
A company uses Dynamics 365 Contact Center to support its customer service representatives (CSRs) across multiple simultaneous customer interactions, with CSRs working across several entities and forms during each one. CSRs need the required data on hand the moment a new session starts. You need to configure the Copilot Service workspace.
Which template type should you configure?
Antwort: D
Begründung:
Comprehensive and Detailed 150 to 250 words of Explanation From Dynamics 365 Contact Center AI Engineer/Course Guide/topics:
An application tab template defines which application, entity record, dashboard, custom page, web resource, or other workspace component can open inside a representative session. Microsoft states that application tab templates specify applications that are available when representatives start a session in Copilot Service workspace.
Every multisession workspace session contains at least one application tab known as the anchor tab. Additional application tabs can also be configured so that when the representative accepts an interaction, the required records and applications are immediately available. For example, a session can open the active conversation, customer record, related case, knowledge search page, and a line-of-business application without requiring the CSR to navigate manually.
The application tab templates are then associated with a session template, which defines the overall session experience. Microsoft specifically describes session templates as reusable combinations of session attributes and application tab information.
Notification templates control information displayed before an interaction is accepted, not the data/apps loaded within the resulting session. Email and message templates relate to communication content rather than workspace composition.
Study Guide reference: Configure the Dynamics 365 Contact Center representative experience -> Configure application tab templates and session templates.
33. Frage
Hotspot Question
You are configuring a pre-chat survey in a chat channel for customer support sessions.
The chat must:
- Be routed based on a value captured in the pre-chat survey.
- Use the same value in a macro after a customer service representative accepts the conversation.
You need to configure the 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.
Antwort:
Begründung:
Explanation:
Box 1: Add a context variable to the workstream
The correct action to take is to add a context variable to the workstream.
In Dynamics 365 Contact Center (and Customer Service), when you configure a pre-chat survey question, the system automatically creates or maps that question name as a context variable.
These context variables store the customer's answers and are directly used to define unified routing rules to direct the chat to the correct queue.
Box 2: Use a context variable in the macro
To achieve the requirement of using a pre-chat survey response inside a macro after a representative accepts the conversation, the correct action to take is to use a context variable in the macro.
Data Flow: Pre-chat survey answers are automatically captured and stored as context variables in the conversation's workstream context.
Macro Integration: To make this dynamic information available for automation (such as auto-filling forms or triggering specific agent actions), you must reference or pass this context variable into the macro definition as a slug parameter.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/manage-context-variables
https://github.com/MicrosoftDocs/dynamics-365-customer-engagement/blob/main/ce/customer-service/administer/macros.md
34. Frage
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
A company has a custom portal.
The company requires secure customer identity validation before a chat begins.
You need to ensure secure authentication.
Solution: Allow anonymous chat sessions.
Does the solution meet the goal?
Antwort: B
Begründung:
Correct:
* Pass a signed token from an external identity provider during chat initialization Passing a signed JSON Web Token (JWT) from an external identity provider during chat initialization is the correct approach to secure customer identity validation in Dynamics 365 Contact Center.
Token Creation: Your external identity provider generates a signed JWT when the user logs into your custom portal.
Public Key URL: You configure an authentication setting in Dynamics 365 with your public key URL so the system can verify the token's signature Client-Side Function: A JavaScript client function retrieves the token on widget load.
Initialization: The chat widget uses the token during startup to pass context and establish an authenticated user session instead of an anonymous one.
Incorrect:
* Allow anonymous chat sessions
* Configure chat authentication by using Microsoft Entra ID.
* Use pre-chat survey responses combined with session variables to infer user identity.
Reference:
https://community.dynamics.com/forums/thread/details/?threadid=71c0f82e-0ff1-ee11-904c-6045bda7c23b
35. Frage
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