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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
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
      Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
      - Implement knowledge management
      • 1. Integrate knowledge with cases and portals
        • 2. Configure knowledge search and recommendations
          • 3. Create and manage knowledge articles
            - Create and manage cases
            • 1. Implement case routing and queues
              • 2. Configure case types and statuses
                • 3. Manage case hierarchies and relationships
                  Implement Connected Customer Service2-6%- Set up IoT and field service integration
                  Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                  • 1. Configure SLA actions and warnings
                    • 2. Manage SLA calculations and pauses
                      • 3. Define SLA KPIs and timelines
                        - Configure entitlements
                        • 1. Define entitlement terms and restrictions
                          • 2. Associate entitlements with customers and cases
                            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
                                Implement scheduling10-14%- Configure service scheduling
                                • 1. Implement scheduling rules and availability
                                  • 2. Define service activities and requirements
                                    • 3. Set up resources and resource groups
                                      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
                                          Implement routing and work distribution2-6%- Configure unified routing
                                          • 1. Set up workstreams and queues
                                            • 2. Define routing rules and decision trees

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q47-Q52):

                                              NEW QUESTION # 47
                                              A company creates a single-page Power BI visualization to show how a Power Virtual Agents chatbot is performing.
                                              Users must be able to navigate to the charts from anywhere within the Customer Service workspace.
                                              You need to add the Power BI information to the Customer Service workspace app.
                                              Which five 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
                                              Table Description automatically generated

                                              Step 1: Navigate to the maker portal and create a new solution.
                                              Step 2: Select Add Existing and then select Dasbhoard.
                                              Step 3: Select Power BI Report for type. Enter the Power BI workspace and Power BI report values.
                                              Note: Get the embedding parameter values
                                              To embed your content, you need to obtain certain parameter values. The table below shows the required values, and indicates if they're applicable to the service principal authentication method, the master user authentication method, or both.
                                              Before you embed your content, make sure you have all the values listed below. Some of the values will differ, depending on the authentication method you're using.
                                              Table Description automatically generated

                                              Step 4: Edit the sitemap, add a new subarea, and add the Power BI page information to the properties of the subarea Edit the default site map Your environment comes with a default site map. This site map is supported for both custom business apps and Dynamics 365 for Outlook.
                                              In the Dynamics 365 - custom app, go to Settings > Customizations.
                                              Select Customize the System.
                                              In the solution window, under Components, select Client Extensions.
                                              Double-click to select the site map that has the display name Site Map and is in a Managed state. You can also select the site map, and then on the toolbar, select Edit.
                                              The site map opens in the site map designer.
                                              Add an area to the site map.
                                              Add a group to the site map.
                                              Add a subarea to a group in the site map.
                                              Select Save.
                                              Select Publish.
                                              Step 5: Save and publish the customization
                                              Reference:
                                              https://docs.microsoft.com/en-us/power-bi/developer/embedded/embed-sample-for-customers


                                              NEW QUESTION # 48
                                              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 in the review screen.
                                              You are configuring a business process flow for a case entity.
                                              All cases must be flagged for review.
                                              You need to complete configuration of the business process flow.
                                              Solution: Create an action that generates a task record that is assigned to the case reviewer and appends the text Ready for review to the case topic.
                                              Does the solution meet the goal?

                                              Answer: B

                                              Explanation:
                                              Explanation
                                              References:
                                              https://docs.microsoft.com/en-us/business-applications-release-notes/april18/microsoft-flow/add-actionbusiness- process-flow


                                              NEW QUESTION # 49
                                              You need to configure entitlements for contracts.
                                              What should you use? 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-entitlement-define-support-terms-customer


                                              NEW QUESTION # 50
                                              You must set up the following:
                                              A work stream must be configured to use Twitter.
                                              The cases must automatically go to the next available sales representative.
                                              Any existing case that comes in must be assigned automatically to the sales representative who worked on the case originally.
                                              You need to choose the correct setting.
                                              Which setting should you use? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Graphical user interface, application Description automatically generated

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/channels
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-entity-workstream
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/create-workstreams


                                              NEW QUESTION # 51
                                              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 # 52
                                              ......

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