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| Section | Objectives |
|---|---|
| Topic 1: Knowledge and case management with AI | - Implement case routing and automation rules - Configure knowledge base for agent assistance |
| Topic 2: Design AI-enabled contact center experiences | - Configure Dynamics 365 Customer Service capabilities - Implement AI-assisted agent experiences with Copilot |
| Topic 3: Measure and improve customer experience analytics | - Use insights to improve service quality - Analyze contact center performance metrics |
| Topic 4: Implement omnichannel engagement | - Configure digital messaging and chat channels - Enable voice and unified routing scenarios |
| Topic 5: Optimize agent productivity using Copilot and automation | - Configure workflow automation for service operations - Use Copilot for response generation and summarization |
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NEW QUESTION # 114
Drag and Drop Question
A company uses security roles to ensure that its customer service representatives (CSRs) have access only to the features and data required to perform their duties.
However, default roles currently grant excessive permissions to CSRs.
The company requires that access be limited as follows:
- Reduce permissions to just the features and data that are required
for each CSR role.
- Allow non-administrators to assign roles to CSRs without full system
access.
You need to configure the minimal security access for each requirement.
Which action should you perform first for each requirement? To answer, move the appropriate actions to the correct requirements. You may use each action 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.
Answer:
Explanation:
Explanation:
Box 1: Create a custom security role with the required privileges only
To solve this problem, you should create a custom security role with the required privileges only.
Principle of Least Privilege: When default security roles grant excessive permissions, the standard best practice in Microsoft Dynamics 365 is to create a custom security role. This allows you to granularly define exactly which privileges (Read, Write, Append, etc.) and access levels (User, Business Unit, Organization) your customer service representatives (CSRs) need to perform their duties.
How to Implement Safely: It is highly recommended to copy/clone the existing default role, rename it with your organization's prefix (e.g., Contoso CSR - Restricted), and then scale back and remove the excessive permissions. This protects the integrity of the original built-in security roles.
Box 2: Create a custom security role for delegated role assignment.
You can create a custom security role for delegated role assignment. To enable a non- administrator to manage and assign security roles to customer service representatives (CSRs) without granting full System Administrator access, you must configure specific table privileges within the custom role and adhere to Microsoft Dataverse privilege elevation rules.
Required Privileges for the Custom Role
Configure the custom delegated assignment role with the following explicit permissions under the Business Management tab:
Security Role (role) Table: Grant Read and Assign privileges. This enables the user to view available roles and execute the "Manage Roles" command.
User (systemuser) Table: Grant Read and Write privileges so they can access and modify user profiles.
Reference:
https://www.dynamicpeople.nl/news/tips-for-setting-up-user-security-roles-d365-sales
https://learn.microsoft.com/en-us/power-platform/admin/assign-security-roles
NEW QUESTION # 115
A company plans to support messaging across multiple digital platforms.
The company requires messages from external platforms to be processed and assigned to appropriate customer service representatives (CSRs).
You need to enable digital channels.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer: B,C,D
Explanation:
To successfully ingest and route external messages to your customer service representatives (CSRs), you must execute these steps sequentially using the Copilot Service admin center or Omnichannel Admin Center.
[E]
1. Configure Connectors for Each Digital Channel
Before routing can occur, you must bridge Dynamics 365 with your external messaging providers.
Native & Social Channels: Navigate to Channels within your administration hub to provision native tools like Live Chat widgets, or hook up third-party platforms via social connectors (such as WhatsApp or Facebook).
SMS Integration: Configure telephony providers like Azure Communication Services, Twilio, or Infobip by syncing your numbers and configuring necessary event grids to let messages flow into the system.
[D]
2. Define Workstreams Mapped to Each Digital Channel
A workstream acts as the primary container that ingests, enriches, and structures your incoming customer interactions.
Create a New Workstream for each communication medium (e.g., a messaging workstream for Chat, and another for SMS).
Define the Work Distribution Mode. Choose Push to automatically offer the interaction to available CSRs based on capacity, or Pick to allow representatives to manually claim interactions from an open queue.
[A]
3. Configure Routing Rules for Incoming Conversations
Routing rules ensure that the ingested message lands in front of the agent best equipped to handle it.
Route-to-Queue Rules: Construct conditions that evaluate these classification properties. For example, route a WhatsApp billing question directly to a "Billing Queue" populated by CSRs who possess the required skills and matching capacity.
Reference:
https://dynamicsservicesgroup.com/2025/06/24/setting-up-omnichannel-in-dynamics-365-a-step-by-step-guide/
NEW QUESTION # 116
A company configures shifts for customer service representatives (CSRs).
CSRs must NOT receive work during break periods.
You need to prevent conversation delivery to CSRs when required.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer: D,E
Explanation:
[A]
Configure Shift Activity Types: When defining the activity types for shifts, ensure that you set the assignment status to "non assignable" for breaks, lunch intervals, or training blocks. The unified routing engine reads these statuses to skip agents who are currently on an unassignable activity.
[E]
The correct additional step to take is to Set activity status as unavailable (or set it as "non- assignable").
In Dynamics 365 Contact Center's Workforce Management (WFM) framework, when defining Shift Activity Types (such as a lunch break or training slot), you configure an activity status that tells the system how to handle routing during that time.
The unified routing engine evaluates the agent's active shift bookings in real-time.
It detects the unavailable status during break periods and automatically excludes the customer service representative (CSR) from receiving any new conversation or case assignments.
Reference:
https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2025/05/30/improve-contact-center-operations-with-shift-based-routing
NEW QUESTION # 117
Drag and Drop Question
A company uses Dynamics 365 Contact Center.
Supervisors must be able to perform the following:
- Observe conversations without notifying customers and without
interacting.
- Redirect a conversation from one customer service representative
(CSR) to another CSR.
You need to configure the supervisor settings to meet the requirements.
You need to configure the minimal security access for each requirement.
What should you configure for each requirement? To answer, move the appropriate configurations to the correct requirements. You may use each configuration 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.
Answer:
Explanation:
Explanation:
Box 1: Monitor
To meet this requirement with the minimal security access, you should use the Monitor configuration.
Monitor allows a supervisor to join a live conversation silently. The customer is not notified, and the supervisor cannot interact with either party. This perfectly matches your requirements while adhering to the principle of least privilege.
Box 2: Transfer
To meet the requirement of redirecting a conversation from one Customer Service Representative (CSR) to another while maintaining minimal security access, you should use the Transfer configuration.
Transfer: By default, Dynamics 365 Contact Center allows CSRs to directly transfer a conversation to another queue or representative without needing specialized supervisor permissions. Enabling Direct Transfer allows a regular agent to choose another agent directly, resolving the issue efficiently Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/enable-monitor-assign-transfer-conv
NEW QUESTION # 118
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.
Answer:
Explanation:
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
NEW QUESTION # 119
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