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| Section | Weight | Objectives |
|---|---|---|
| Configure Users, Security, and Work Distribution | - Manage operational settings
| |
| Configure Agents and AI Capabilities | 10-15% | - Enable AI-assisted experiences
|
| Implement Channels | 30-35% | - Configure customer engagement channels
|
| Deploy Dynamics 365 Contact Center | 15-20% | - Deploy contact center environments
|
| Monitor and Optimize Contact Center Operations | - Operational excellence
|
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問題 #20
A company uses Dynamics 365 Contact Center to support its customer service representatives (CSRs) in handling multiple customer interactions. CSRs work with several entities and forms during each interaction.
CSRs must have the required data available when a new session starts.
You need to configure the Copilot Service workspace.
Which template type should you configure?
答案：D
解題說明：
The best template type for this scenario is the application tab template.
An application tab template in Dynamics 365 Contact Center defines exactly which application pages, custom forms, entities, or third-party web apps automatically open when a customer service representative (CSR) starts a new customer session.
Preloading Contextual Data: By configuring application tab templates and associating them with a session template, you guarantee that required entities (such as case forms, customer accounts, or specific scripts) are instantly preloaded and readily available to the agent without requiring manual navigation.
Anchor & Additional Tabs: Every session requires at least one unclosable "Anchor tab" (such as the Active Conversation or Customer Summary page) and can load multiple additional tabs side by side to support high-productivity, multi-tasking scenarios Reference:
https://github.com/MicrosoftDocs/dynamics-365-customer-engagement/blob/main/ce/customer-service/administer/application-tab-templates.md
問題 #21
A company uses Dynamics 365 Customer Service. The company has a custom table to track internal issues. Customer service representatives (CSRs) track cases separately.
CSRs must be able to resolve issues faster and consistently.
You need to ensure that knowledge articles are available during issue resolution.
What should you do first?
答案：A
解題說明：
To make knowledge articles available for a custom table in Dynamics 365 Customer Service, the step you must take first is to enable knowledge articles for the table (commonly referred to in the system settings as enabling Knowledge Management for the table).
Why this step comes first:
Dataverse Relationship Creation: When you enable knowledge articles/management for a custom table, Dynamics 365 automatically builds the necessary background architecture, including a many-to-many relationship (msdyn_<Entity_Name>_knowledgearticle) between your custom table and the Knowledge Article entity.
Incorrect:
[Not B]
Prerequisite for Search: You cannot add a Knowledge Base Search control to a form or configure knowledge search in the productivity/side pane for a table until that table has officially been enabled to support knowledge management.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/add-knowledge-base-search-control-forms
問題 #22
A company uses multiple queues to handle customer requests.
Escalation work items must always be handled before standard requests, regardless of when they arrive.
Escalation work is delayed because work items are processed based on arrival time rather than business priority.
You need to ensure escalation work is processed first.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
答案：C,D
解題說明：
To ensure escalation work items are always processed before standard requests in Dynamics
365 Contact Center, you need to change your routing strategy from first-in, first-out (FIFO) to priority-based routing.
To fix this, you must configure Custom Assignment Rules within your workstreams.
[E] Step 1. Create a Priority Attribute (If not already present)
Ensure your conversations or cases have a field that distinguishes escalations from standard work.
Navigate to Customer Service admin center or Contact Center admin center.
Verify that you have a field (like Priority or Is Escalated) populated during the intake or intake rules stage.
Step 2. Update the Workstream Assignment Routing
You need to create a custom assignment rule set that sorts the queue by your priority field instead of the arrival time.
[A] Step 3. Configure the Custom Assignment Rule
Inside your rule set, create a rule that defines how work is distributed to agents:
Name the rule: e.g., "Prioritize Escalations".
Conditions: Leave blank if this should apply to all items in the queue, or set conditions to match your routing needs.
Order by (Crucial Step):
Change this setting from the default arrival time.
Select your priority field (e.g., Priority (Attribute/Entity)).Set the order to Descending (or Ascending depending on how your option set is valued, ensuring High/Escalated is at the top).
Add a secondary sort criteria for Created On (Oldest first) so that if two escalations are in queue, the older one goes first.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/use/work-with-queues
問題 #23
Case Study 2 - 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 ensure that CSRs can receive calls and view customer data in the first phase of the project.
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.
答案：
解題說明：
Explanation:
Step 1: Register a Channel Integration Framework provider and host it as a web resource. Before any interactions can be captured or APIs can be called, the external CCaaS communication widget must be configured and hosted within Dynamics 365.
Step 2: Use the Channel Integration Framework v2 to capture the interaction.
Since the environment uses the Copilot Service workspace (which is a multi-session application), you must use Version 2.0 of the Channel Integration Framework instead of Version 1.0 (which only supports single-session apps) Step 3: Call the Channel Integration Framework API to open an application tab.
Once the inbound interaction is actively captured by the framework, the provider invokes the Microsoft.CIFramework JavaScript APIs to trigger a screen pop or open an application tab displaying the customer data to the representative.
Scenario:
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.
Reference:
https://learn.microsoft.com/en-us/dynamics365/channel-integration-framework/faq-channel-integration-framework
問題 #24
Hotspot Question
A company uses persistent chat and messaging channels in a contact center.
The company requires tighter conversation lifecycle control to keep queues clean and customer service representative workloads current.
The company has the following requirements:
- Conversations that remain in a waiting status without customer
engagement must automatically close after a defined period.
- Chat conversations that move to wrap-up must automatically close
after a business-defined custom time limit.
You need to configure the channels 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.
答案：
解題說明：
Explanation:
Box 1: Configure auto-close after inactivity in the workstream
To automatically close inactive conversations and keep your queues clean in a Dynamics 365 Contact Center environment, you need to configure Timeout rules within the workspace workstreams. This feature evaluates customer inactivity and shifts conversations from an open or waiting state directly to closed, freeing up your representative's capacity.
Configuration Steps:
1. In your contact center admin center, open the specific workstream you want to configure.
2. Locate the Work distribution area within the workstream settings.
3. Select See more to expand the hidden or additional distribution properties.
4. Locate the Auto-close after inactivity setting and choose or enter the desired time period (e.g.,
5 minutes). Once a conversation remains in a Waiting state without activity past this threshold, it will automatically move to the Closed state.
Box 2: Configure channel state by using the web API
To automatically close chat conversations that have moved into the wrap-up state after a business-defined custom time limit, you must configure channel state by using the web API.
In Dynamics 365 Contact Center / Customer Service, the default time for automatically closing a live chat in the Wrap-up state is 15 minutes. This duration is managed globally by the msdyn_autocloseliveworkitemafter attribute found within the msdyn_occhannelstateconfigurations entity.
To override this default and establish a custom business time limit for the wrap-up state specifically, administrators must execute a PATCH request against this entity record using the Web API.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/auto-close-conversation-powerapps
問題 #25
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