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Microsoft MB-230 Exam Syllabus Topics:

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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q285-Q290):

                                              NEW QUESTION # 285
                                              You are a Dynamics 365 for Customer Service administrator.
                                              Members of the customer support staff must not be available on public holidays in the year 2021.
                                              You need to configure holiday schedules.
                                              Which actions should you perform? 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-engagement/customer-service/set-up-holidayschedule


                                              NEW QUESTION # 286
                                              A company is Implementing Dynamics 365 Customer Service and Power Virtual Agents tor its support desk. Supervisors hove the following information requirements:
                                              * Topic analytics for all cases completed over the last year.
                                              * Analytics for chatbot options chosen from past interactions with customers.
                                              You need to configure the system to meet the requirements.
                                              What should you enable in the configuration? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 287
                                              You make a phone call regarding an existing case record.
                                              You need to create a phone call activity that appears on the case record timeline.
                                              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


                                              NEW QUESTION # 288
                                              You are creating surveys for Voice of the Customer (VoC).
                                              You need to configure VoC to ensure that recipients can unsubscribe to surveys.
                                              Which two survey features should you use? Each correct answer presents a complete solution.
                                              NOTE: Each correct selection is worth one point.

                                              Answer: A,C

                                              Explanation:
                                              Explanation
                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/voice-of-customer/design-advancedsurvey


                                              NEW QUESTION # 289
                                              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 # 290
                                              ......

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