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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
- Create and manage dashboards and reports
  • 1. Build custom dashboards and visualizations
    • 2. Use out-of-box Customer Service reports
      Topic 2: Implement routing and work distribution2-6%- Configure unified routing
      • 1. Define routing rules and decision trees
        • 2. Set up workstreams and queues
          Topic 3: Implement scheduling10-14%- Configure service scheduling
          • 1. Define service activities and requirements
            • 2. Implement scheduling rules and availability
              • 3. Set up resources and resource groups
                Topic 4: Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
                • 1. Connect Customer Service with other apps
                  • 2. Create custom forms and workflows
                    Topic 5: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                    Topic 6: 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
                        Topic 7: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                        • 1. Configure SLA actions and warnings
                          • 2. Manage SLA calculations and pauses
                            • 3. Define SLA KPIs and timelines
                              - Configure entitlements
                              • 1. Define entitlement terms and restrictions
                                • 2. Associate entitlements with customers and cases
                                  Topic 8: Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
                                  - Create and manage cases
                                  • 1. Configure case types and statuses
                                    • 2. Implement case routing and queues
                                      • 3. Manage case hierarchies and relationships
                                        - 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 (Q122-Q127):

                                              NEW QUESTION # 122
                                              You are customizing a Dynamics 365 Customer Service implementation for a call center.
                                              The call center wants to enable SMS as a channel for the customer service department.
                                              You need to complete the SMS channel configuration.
                                              Which account information should you use for each provider? 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, application Description automatically generated

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-sms-channel-twilio
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-sms-channel


                                              NEW QUESTION # 123
                                              You are a Dynamics 365 for Customer Service administrator.
                                              Your company requires a new phone-to-case business process flow for customer service representatives to follow.
                                              The stages are as follows:
                                              Verification
                                              Acknowledgement and research
                                              Resolution
                                              Customer service representatives must send an email to the customer when a case enters the acknowledgement-and-research stage.
                                              You need to create the required business process flow and components.
                                              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:

                                              1 - Creat and activate the case-acknoledgement email workflow as follows
                                              2 - Create a new business process flow record for the case entity.
                                              3 - Create and activate the process flow with each of the stages. Add the case acknowledgement email workflow as a global workflow. Trigger the workflow for the acknowledgement-and-research stage.
                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-process-flow
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/workflow-processes


                                              NEW QUESTION # 124
                                              Case Study 5 - Fourth Coffee
                                              Background
                                              You are the technology manager for Fourth Coffee. The company sells 20 types of coffees and five types of digital coffee makers.
                                              Fourth Coffee uses Dynamics 365 Customer Service with Omnichannel for Customer Service.
                                              Current environment
                                              Queues
                                              The company uses queues to service different types of customers. Each type of customer corresponds to one of the following queues:
                                              - New customers
                                              - Repeat customers
                                              - Subscribers to the coffee of the month club
                                              The company has a separate queue to manage customers who have coffee maker issues.
                                              Current environment
                                              Employees
                                              The company has 50 call representatives across five call centers. Each representative can address five calls simultaneously. Overflow calls are transferred to the back office.
                                              - The company uses two levels of representatives to help customers with coffee purchases: entry level and specialists.
                                              - Supervisors monitor chats and live phone calls.
                                              Requirements
                                              Employees
                                              Call representatives must be able to answer requests from phone calls, SMS messages, and chat. A ticket must be opened for each request.
                                              Specialists must be assigned to coffee maker calls.
                                              Specific representatives require a Dynamics 365 Customer Service workspace to perform the following activities:
                                              - Open an assigned record in a new workspace tab.
                                              - Use a predefined email template when representatives send an email.
                                              - The system must notify supervisors when customers in a live session
                                              express negative feedback about a service or product.
                                              Requirements
                                              Configuration
                                              - If a customer starts a chat during non-working business hours, the
                                              first representative that signs into the system must answer the chat;
                                              the customer must be able to continue the chat at any time.
                                              - Chat sessions must start only when the customer selects the chat
                                              icon. Chat must only be available for reorders and coffee maker
                                              repairs.
                                              - Subscribers and new orders must always go to a live representative
                                              unless the subscriber chooses the chat icon.
                                              Customers must be able to download a separate app to their phone or tablet for ordering coffee.
                                              The app must include only the customer's name, address, phone number, and issue information.
                                              Requirements
                                              Support
                                              The solution must provide the following website features for external customers:
                                              - Provide support to submit issues.
                                              - Ensure they can log in.
                                              The chatbot must have an option to allow users to escalate a conversation to a live representative.
                                              Live representatives must be able to send a customer back to the chatbot.
                                              Requirements
                                              Distribution of calls
                                              - Live chat must be available for cases.
                                              - Cases that are escalated must be distributed to the next available
                                              agent.
                                              - All other cases must wait for an agent to pick up the case.
                                              - All work must be distributed evenly with no other conditions.
                                              - The number of workstreams and routing rules must be minimized.
                                              - Spanish-speaking customers must be sent to representatives who speak
                                              Spanish fluently.
                                              - Tickets must be routed to the most qualified representative for the
                                              type of issue reported.
                                              - All representatives must be rated on their specialty knowledge and
                                              backup specialty.
                                              Requirements
                                              Device telemetry
                                              The solution must support the following:
                                              - Remotely monitor coffee makers and contact a technician to help
                                              customers with coffee maker support contracts.
                                              - Provide a place for IoT messages to flow to the device and back to
                                              the IoT hub.
                                              - Automatically review messages from coffee makers and open a case when the system indicates an error with a coffee maker.
                                              - Provide a place for the company technology to securely connect
                                              virtually with the coffee maker customer.
                                              Requirements
                                              Customers
                                              - Customers must be able to sign into an external portal.
                                              - Customers must be able to view their cases and case status
                                              information.
                                              - Security must be as restrictive as possible.
                                              Requirements
                                              Surveys
                                              The survey must include the following with minimum development effort:
                                              - A list of questions that rate the service as poor, average, or great
                                              - A question that rates whether the customer would recommend the
                                              company
                                              - A question that asks if the customer would like to escalate a case
                                              o If yes, the survey must collect an email address and phone number for the customer.
                                              o If no, another set of questions asking about open issue details must
                                              display.
                                              The solution must meet the following survey distribution requirements:
                                              - Each survey must be standardized to include the company logo and
                                              colors.
                                              - Surveys must be sent out after each ticket closes.
                                              - Quarterly surveys must be sent out to those customers who rated the
                                              company poorly.
                                              - Customer surveys must be available in several languages to support
                                              global distribution.
                                              Hotspot Question
                                              You need to ensure the correct support representative addresses the case.
                                              Which settings should you configure? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:


                                              NEW QUESTION # 125
                                              You must create a custom web portal to support customer service processes. The portal must allow customers to chat with customer service if the customer initiates a chat conversation.
                                              You need to embed the chat widget into the web portal.
                                              Which four 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:

                                              1 - Open Omnichannel Administration.
                                              2 - One the Basic details tab, copy the widget snippet code.
                                              3 - Open the Portal Management app.
                                              4 - In Content Snippet > Chat widge code in the web portal, paste the widget snippet code.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/embed-chat-widget-portal


                                              NEW QUESTION # 126
                                              You are the Dynamics 365 administrator for a help desk. You merge CaseB into CaseA. You need to examine each case and determine what occurred.
                                              What is the result of the merge? To answer, select the appropriate action in the dialog box in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation


                                              NEW QUESTION # 127
                                              ......

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