Complete MB-230 Practical Information | Easy To Study and Pass Exam at first attempt & 100% Pass-Rate Microsoft Microsoft Dynamics 365 Customer Service Functional Consultant

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
  • 1. Use out-of-box Customer Service reports
    • 2. Build custom dashboards and visualizations
      - Implement Customer Voice surveys and feedback
      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. Define service activities and requirements
            • 2. Set up resources and resource groups
              • 3. Implement scheduling rules and availability
                Implement Connected Customer Service2-6%- Set up IoT and field service integration
                Manage cases and knowledge management51-55%- Implement knowledge management
                • 1. Integrate knowledge with cases and portals
                  • 2. Create and manage knowledge articles
                    • 3. Configure knowledge search and recommendations
                      - Configure Dynamics 365 Copilot for Service
                      - Create and manage cases
                      • 1. Implement case routing and queues
                        • 2. Manage case hierarchies and relationships
                          • 3. Configure case types and statuses
                            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
                                Implement routing and work distribution2-6%- Configure unified routing
                                • 1. Set up workstreams and queues
                                  • 2. Define routing rules and decision trees
                                    Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                                    • 1. Configure SLA actions and warnings
                                      • 2. Define SLA KPIs and timelines
                                        • 3. Manage SLA calculations and pauses
                                          - Configure entitlements
                                          • 1. Associate entitlements with customers and cases
                                            • 2. Define entitlement terms and restrictions

                                              >> MB-230 Practical Information <<

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q90-Q95):

                                              NEW QUESTION # 90
                                              A company uses Omnichannel for Customer Service.
                                              The company has the following requirements for their agents ' conversations with customers:
                                              * Agents must verify a customer ' s information when a chat starts.
                                              * Auto search must be enabled for knowledgebase articles based on case title.
                                              You need to enable agent scripts.
                                              Which action types should you use? To answer, select the appropriate options in the answer area.

                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:
                                              Box 1: Automation
                                              The automation dictionary maintains the contextual data for sessions. You can use the keys from the automation dictionary to pass the parameter in an action.
                                              While creating templates and macros in the admin app, you can pass parameter keys such as title of a session, title of notification, title of an application tab template, and custom parameter values for application tab types.
                                              These keys are replaced based on the contextual information available at the time of execution.
                                              Box 2: Macro
                                              Automate tasks with macros
                                              Overview of macros
                                              In the customer service industry, agents have to click often to perform simple tasks, such as open a form, fill, and save it, and many repetitive and monotonous actions, such as greeting and verifying a customer, sending acknowledgment mail, and taking notes. These clicks and repetitive tasks can lead to human errors when agents copy and paste the data across different operations.
                                              Macros are a set of sequential actions that are performed by a user. They enable users to perform daily operations efficiently in a fast and process-compliant manner. You can reuse macros with different sessions based on the context parameters that are specific to the session.
                                              The value propositions of the macros are as follows:
                                              * Automate repetitive and monotonous tasks with a single click.
                                              * Minimize human errors.
                                              * Adhere to business processes.
                                              * Lower average handling time.
                                              * Improve customer satisfaction.
                                              * Create contextual and reusable macros.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/automation-dictionary-keys
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/macros
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/smart-assist


                                              NEW QUESTION # 91
                                              You are a Dynamics 365 for Customer Service system administrator.
                                              You need to create service-level agreements (SLAs) to meet company requirements.
                                              What SLA types should you use? To answer, drag the appropriate SLA types to the correct requirements.
                                              Each SLA type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:

                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/define-service-levelagreements


                                              NEW QUESTION # 92
                                              A company uses Dynamics 365 Customer Service.
                                              You need to implement queues to meet company requirements.
                                              Which types of queues should you use? To answer, drag the appropriate queue types to the correct requirements. Each queue type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Text Description automatically generated

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-queues-manage-activities-cases


                                              NEW QUESTION # 93
                                              Case Study 6 - Lucerne Publishing
                                              Background
                                              Lucerne Publishing is a publishing company in Canada. The company publishes books for higher education. It also invests in multiple cloud-based solutions to support the customer service, publishing, and sales departments.
                                              Current Environment
                                              Lucerne Publishing uses the following:
                                              - The Customer Service app for the publishing customer service division.
                                              - Omnichannel capabilities in the Customer Service app.
                                              - Third-party apps for e-commerce so students and parents can order books or courses online.
                                              - Customer service agents as the representatives who will resolve customers issues using various channels.
                                              - Resident employees who work for Lucerne Publishing and live in the buildings inside the business center.
                                              - A technician dispatch team that includes dispatchers who review and schedule work orders and assign the work orders to resources on the schedule board.
                                              The company has an internal division that provides repair services such as plumbing and electrical. The division provides services to the buildings inside the company business center, and some of those are used as residences by printing employees.
                                              Requirements
                                              Customer Service - Contact Center
                                              The company has the following requirements:
                                              - Improve agent response time in live chats with customers.
                                              - Improve agent productivity by automating tasks. For example, the customer service manager requests that a new case is created automatically when an agent is on a chat with a customer.
                                              - Provide instructions for agents to use when processing book returns. The instructions must include the following: o Greet the customer. o Automatically open the case form for the book return, o Close the session with the customer.
                                              - Allow agents to use different channels such as short message service (SMS), social, and call when providing service to customers.
                                              - Enable a new text SMS channel for the agents.
                                              - Improve the agents' capability to search using AI suggestions.
                                              - Provide agents with real-time recommendations on similar cases and knowledge-base articles.
                                              - Allow agents to know the customer's point of view on the service.
                                              - Provide a solution that will identify an agent's supervisor when a customer has a negative experience.
                                              - Improve how the agents' skills and profiles are maintained.
                                              - Route calls to agents who can support French-speaking customers.
                                              - Configure the French language as a skill for agents who support French-speaking customers.
                                              - Provide access to the Omnichannel agent app and productivity tools for supervisors and agents.
                                              - Provide the customer service supervisor with the ability to create agent scripts for Omnichannel agents and a workstream for SMS. The customer service supervisor must also be able to edit an existing workstream.
                                              - Provide the customer service supervisor with the ability to track sentiment in real time.
                                              - Provide agents with AI suggestions on the recent contact that worked on similar cases.
                                              Customer Service - Repairs
                                              The company has the following requirements for repair requests:
                                              - Dispatchers must be able to track a technician and schedule jobs for technicians based on availability.
                                              - A dispatcher named UserA must be able to create a new view to display only unscheduled work orders. The view must be displayed only when the work orders are open-unscheduled, and the substatus is ready to dispatch work orders.
                                              - The technician dispatch team must be able to create a Schedule tab in the schedule board.
                                              - Dispatchers must be able to track technicians' utilization by using personal color codes.
                                              - The field technician's security role must be field service technician.
                                              Issues
                                              The company reports the following issues:
                                              - Agents spend most of their time doing repetitive tasks during support calls or chats.
                                              - There is no guided process for agents to follow the steps when a customer calls for a book return.
                                              - Customer service managers are not able to provide real-time recommendations to customers using AI suggestions.
                                              - A new channel for SMS is not sending conversations to agents. Agents are required to answer conversations manually.
                                              - The company is not able to retain customers who have a negative experience with the customer service agents.
                                              - Agents are not able to use the schedule board to schedule repair work orders by using a custom view.
                                              - The skills and proficiency model are not defined for the agents. Calls from French-speaking customers are not routed to the appropriate agents.
                                              You need to implement a solution to provide the technician's utilization.
                                              Which solution should you use?

                                              Answer: B


                                              NEW QUESTION # 94
                                              A company uses Omnichannel for Customer Service. An administrator creates a report.
                                              You must change reports to intraday insight reports without using customizations.
                                              You need to determine why you are unable to switch to the intraday insight reports.
                                              What is the issue?

                                              Answer: C


                                              NEW QUESTION # 95
                                              ......

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