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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
- Create and manage cases
  • 1. Implement case routing and queues
    • 2. Configure case types and statuses
      • 3. Manage case hierarchies and relationships
        - Implement knowledge management
        • 1. Integrate knowledge with cases and portals
          • 2. Create and manage knowledge articles
            • 3. Configure knowledge search and recommendations
              Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
              • 1. Define entitlement terms and restrictions
                • 2. Associate entitlements with customers and cases
                  - Implement SLAs
                  • 1. Configure SLA actions and warnings
                    • 2. Manage SLA calculations and pauses
                      • 3. Define SLA KPIs and timelines
                        Implement routing and work distribution2-6%- Configure unified routing
                        • 1. Set up workstreams and queues
                          • 2. Define routing rules and decision trees
                            Implement Connected Customer Service2-6%- Set up IoT and field service integration
                            Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
                            • 1. Set up app profiles and session templates
                              • 2. Integrate channels and productivity tools
                                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 scheduling10-14%- Configure service scheduling
                                    • 1. Set up resources and resource groups
                                      • 2. Implement scheduling rules and availability
                                        • 3. Define service activities and requirements
                                          Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
                                          - Create and manage dashboards and reports
                                          • 1. Use out-of-box Customer Service reports
                                            • 2. Build custom dashboards and visualizations

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q40-Q45):

                                              NEW QUESTION # 40
                                              A company installs and services air filtration units for industrial manufacturing plants. The company is implementing Dynamics 365 Customer Service.
                                              Each regional location supports a specific geographic region. Installers and service technicians are dispatched from these regional locations.
                                              You need to configure the system to optimize work scheduling.
                                              How should you configure the system? To answer, select the appropriate options in the answer area.
                                              NOTE:Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Box 1: Service activity
                                              Avoid disruptions in service by making sure that your resources are scheduled optimally and efficiently. Using Scheduling in Customer Service Hub, you can plan and schedule service activities for your customers by bringing together all your resources.
                                              Note: Create a service activity
                                              A service activity is defined to look for the next available time slot to schedule the service and align resources as per requirement.
                                              Box 2: Resource category
                                              Create resource groups
                                              The resources are aligned in resource groups or resource categories.
                                              For example, Bert Hair and Gilda Moss are grouped as Technicians and Bike repair workbench - 1 and Bike repair workbench - 2 are grouped as Workbenches.
                                              With bookable resource categories, you can group your bookable resources by type. For example, you can create categories like technician, supervisor, subcontractor, vehicle, or equipment.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/basics-service-service-scheduling
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/resource-categories-service-scheduling


                                              NEW QUESTION # 41
                                              You need to configure the system to store answers about claims.
                                              Which four actions should you perform in sequence? To answer, move all actions from the list to the answer area and arrange them in the correct order.

                                              Answer:

                                              Explanation:

                                              Explanation
                                              Graphical user interface, text, application Description automatically generated

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-knowledge-ar


                                              NEW QUESTION # 42
                                              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.
                                              Drag and Drop Question
                                              You need to create a new agent script for the agents.
                                              Which five actions should you recommend be performed 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:


                                              NEW QUESTION # 43
                                              You are working as a functional consultant for Dynamics 365 Customer Service. No changes have been made to security roles.
                                              You need to ensure that customer service representatives can process cases that have service-level agreements (SLAs) and entitlements. You must grant only the minimum privileges required.
                                              How should you configure security? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/define-service-level-agreements


                                              NEW QUESTION # 44
                                              You need to configure the options for the schedule.
                                              Which options should you configure? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/resources-service-scheduling


                                              NEW QUESTION # 45
                                              ......

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