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Microsoft MB-230 Exam Syllabus Topics:

SectionObjectives
Topic 1: Analyze and improve customer service insights- Reporting and dashboards
  • 1. Use analytics in Customer Service
    Topic 2: Implement omnichannel for customer service- Omnichannel setup
    • 1. Routing and work distribution
      • 2. Chat, voice, and messaging configuration
        Topic 3: Configure Dynamics 365 Customer Service- Manage cases and queues
        • 1. Case lifecycle management
          • 2. Queue configuration and routing
            - Configure customer service applications
            • 1. Configure basic system settings
              • 2. Set up Dynamics 365 Customer Service app
                Topic 4: Manage cases and knowledge- Knowledge management
                • 1. Search and knowledge usage
                  • 2. Knowledge articles creation and lifecycle
                    - Case management
                    • 1. Create and resolve cases
                      • 2. Automate case routing
                        Topic 5: Manage service level agreements (SLAs) and entitlements- Entitlements
                        • 1. Create and manage entitlements
                          - SLAs configuration
                          • 1. Define SLA KPIs
                            • 2. Track SLA compliance

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                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q322-Q327):

                              NEW QUESTION # 322
                              You are implementing a new channel within Omnichannel.
                              You need to enable an SMS channel.
                              On which entity should you configure each task? To answer, drag the appropriate entities to the correct tasks.
                              Each entity 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:
                              Box 1: Workstream
                              Configure work distribution
                              In the Work distribution area of a workstream, you can either accept the default settings or select See more and update the following options:
                              Auto-close after inactivity
                              Work distribution mode
                              Capacity
                              Block capacity for wrap up
                              Etc.
                              Box 2: SMS Number
                              In SMS phone numbers, select Add, and enter the following details in Add SMS number:
                              Number: Specify the support phone number that you purchased from TeleSign in the <phone_number> format, such as 14252306549. Make sure that you don't enter blank spaces or special characters.
                              Type: Select Geo, Short code, or Toll free.
                              Description: Enter a description.
                              Validate: Select to validate the customer ID and API key.
                              Reference:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-sms-channel


                              NEW QUESTION # 323
                              You are a help desk support representative using Dynamics 365 Customer Service Hub case management with limited permissions.
                              You need to create a personal chart that meets the following requirements:
                              Show the number of open cases assigned to you for each customer.
                              Ensure that specific team members can view the chart and view any changes as you update the chart.
                              Which options should you use? 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/stream-analytics-query/count-azure-stream-analytics


                              NEW QUESTION # 324
                              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 # 325
                              You are modifying the phone-to-case process in Dynamics 365 Customer Service. You create a flow by using PowerApps as shown in the exhibit. (Click the Exhibit tab.)

                              You must modify the business process flow to include the check-email step at the beginning of the research stage.
                              Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Explanation
                              Graphical user interface, text, application, email Description automatically generated

                              Reference:
                              https://docs.microsoft.com/en-us/power-automate/create-business-process-flow?context=/dynamics365/context/s


                              NEW QUESTION # 326
                              You are implementing Omnichannel for Customer Service for a call center.
                              The call center's requirements for the implementation are as follows:
                              * When a new chat conversation is started, the Customer Summary and New Case form tabs must be open.
                              * The Customer Summary tab must be the primary tab during the conversation.
                              * Agents must be able to close the New Case form tab.
                              * Agents must not be able to close the Customer Summary tab.
                              You need to configure the tabs.
                              Which configuration should you use for each tab? To answer, drag the appropriate types of account information to the correct SMS channel provider. Each type of account information 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:
                              Graphical user interface, text, application Description automatically generated


                              NEW QUESTION # 327
                              ......

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