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| Section | Weight | Objectives |
|---|---|---|
| Manage analytics and continuous improvement | 13% | - Configure reporting and dashboards
|
| Configure agents and AI capabilities | 13% | - Implement AI-powered self-service agents
|
| Configure work distribution and routing | 13% | - Implement workforce management
|
| Implement channels and engagement experiences | 33% | - Configure omnichannel channels
|
| Configure representative experience and productivity | 18% | - Set up representative profiles and access
|
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問題 #18
Hotspot Question
A company uses Dynamics 365 Customer Service.
Customer service representatives (CSRs) use scripts to guide conversations.
The company requires the following for scripts for new conversations:
- Display customer data automatically within script instructions.
- Ensure CSRs follow a predetermined script sequence.
You need to configure the script behavior 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 a slug
To display customer data automatically inside agent script instructions for new conversations in Dynamics 365 Customer Service, you need to use slugs (replacement parameters) within your text-based agent script steps and bind them via session templates.
Box 2: Define script step order
Set the Pre-determined Step Sequence
The order in which you sort your individual script steps determines the strict display sequence the CSR sees on screen.
1. In the newly created script, go to the Agent Script Steps sub-grid and click + New Agent Script Step.
2. Define each step with these key components:
Name & Title: Short, clear text for the agent to read.
Order: Integer values (e.g., 1, 2, 3). This is critical; Dynamics 365 enforces the chronological flow based entirely on this field.
Action Type: Choose between Text (talking points/questions), Macro (automated CRM actions like creating a case), or Script (branches out to a secondary sub-script if needed).
3. Repeat this process until your complete conversation sequence is constructed. CSRs will interact with these by checking them off using the Mark as done icon to move cleanly from step to step.
Reference:
https://community.dynamics.com/blogs/post/?postid=21f00839-1e73-433d-ad26-2c98f4f42442
問題 #19
Hotspot Question
Supervisors at a company must be able to perform the following:
- View and manage live conversations before taking action.
- Reallocate conversations between customer service representatives.
You need to configure the supervisor settings to meet the requirements.
Which actions should you perform? 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 supervisor intervention controls
You should configure supervisor intervention controls in Dynamics 365 Contact Center to allow supervisors to view, monitor, and actively manage live customer conversations.
Live Monitoring: View active or waiting conversations across voice and digital channels in real time.
Direct Intervention: Assign, transfer, forcibly close, or join ongoing chats and calls when service quality dips.
Role-Based Access: Grant specific permissions using the admin app and assign the necessary supervisor security roles.
Box 2: Transfer conversation
Supervisor Transfer is used for reallocating Active Conversations.
It allows supervisors to force-transfer an actively ongoing conversation from one representative directly to another representative or queue.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/enable-monitor-assign-transfer-conv
https://learn.microsoft.com/en-us/dynamics365/customer-service/use/monitor-conversations
問題 #20
A company uses embedded analytics dashboards in Dynamics 365 Contact Center.
The company requires customized KPI behavior in analytics reports. The customizations must modify how KPIs are calculated and displayed in the report.
You need to customize the KPI behavior.
Which actions should you perform? 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.
答案：
解題說明：
問題 #21
A company uses Dynamics 365 Contact Center, and supervisors need to be able to observe conversations without notifying customers or interacting, and separately redirect a conversation from one CSR to another CSR. You need to configure the minimal security access for each requirement.
Which capability lets a supervisor observe a conversation silently, without the customer being notified?
答案：D
解題說明：
Comprehensive and Detailed 150 to 250 words of Explanation From Dynamics 365 Contact Center AI Engineer/Course Guide/topics:
Dynamics 365 Contact Center provides distinct supervisor controls for monitoring, assigning, transferring, and force-closing live conversations. The Supervisor Monitor capability is specifically intended for observation. Microsoft states that supervisors can monitor conversations between representatives and customers without interrupting the interaction and without appearing as an active participant to either party.
Supervisor permissions can be enabled independently. Microsoft exposes separate controls for Supervisor Monitor, Supervisor Assign, Supervisor Transfer, and Force Close. Consequently, least-privilege configuration does not require broad System Administrator permissions merely to observe conversations. The Monitor capability can be granted while other intervention capabilities remain independently controlled.
A transfer permission serves a different operational function: it permits reassignment of an ongoing conversation from one representative to another. It does not provide silent observation. Case assignment similarly concerns Dataverse record ownership rather than real-time conversation supervision.
Microsoft's current supervisor training also explicitly identifies monitoring, assigning, transferring, and force-closing as separately configurable live-conversation controls.
The uploaded material identifies A.
Study Guide reference: Manage analytics for the Dynamics 365 Contact Center -> Configure supervisor capabilities and monitor live conversations.
問題 #22
A company uses Dynamics 365 Contact Center to handle incoming interactions.
Customer service representatives (CSRs) report that when a new work item arrives, they cannot determine the type or context of the request until after accepting it.
CSRs must be able to determine key details about work items before accepting them to decide how to handle the interactions.
You need to configure how work items appear to CSRs.
What should you do?
答案：B
解題說明：
The best action is to define the title and message shown for incoming conversations To allow customer service representatives (CSRs) to see key details and context before accepting incoming interactions, you need to create and configure custom Notification Templates.
Out-of-the-box templates cannot be modified directly.
By customizing the notification template field variables, you can alter what context is displayed on the incoming screen pop before an agent clicks accept. Administrators use Microsoft Dynamics
365 notification templates to configure specific fields-such as the customer name, the queue name, or custom case details-directly within the notification's title and message fields. This allows customer service representatives (CSRs) to evaluate the type and urgency of the interaction before accepting it. Conversely, defining rules for assigning work items only determines which agent or queue receives the item, but it does not change the physical appearance or context shown on the incoming alert banner.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/notification-templates
問題 #23
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