Free PDF 2026 Microsoft MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant Pass-Sure Reliable Exam Guide

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Microsoft MB-230 Exam Syllabus Topics:

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

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                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q365-Q370):

                              NEW QUESTION # 365
                              A company uses Dynamics 365 Customer Service.
                              Customer service representatives note that when they use customer workspaces to work on cases, they are unable to communicate with customers.
                              You need to resolve the issue.
                              Which two actions should you perform? Each correct answer presents part of the solution.
                              NOTE: Each correct selection is worth one point.

                              Answer: C,D


                              NEW QUESTION # 366
                              You need to create the SLAs.
                              Which three SLAs should you create? Each correct answer presents part of the solution.
                              NOTE:Each correct selection is worth one point.

                              Answer: A,C,E

                              Explanation:
                              Explanation

                              Text Description automatically generated
                              An email alert must be sent to representatives for SLA violations as follows: HMO 2 hours prior and PPO 1 hour prior.


                              NEW QUESTION # 367
                              A company uses Dynamics 365 Customer Service.
                              Agents note that when a customer calls, they are unable to view all activities associated with the customer and the customer's company.
                              Agents must be able to view tasks, appointments, phone calls, emails, notes, and system and user posts.
                              You create a model-driven app to display the information.
                              You need to configure the model-driven app main form.
                              Which two actions should you perform? Each correct answer presents part of the solution.
                              NOTE: Each correct selection is worth one point.

                              Answer: A,C


                              NEW QUESTION # 368
                              Case Study 2 - Lamna Healthcare
                              Background
                              Lamna Healthcare Company provides health care services to communities across the region. The company provides telehealth services only and does not offer in-person appointments. The company has staff that speak English and Spanish.
                              The company is open from 8 AM to midnight Monday through Friday to provide services. Patients can make appointments by calling or using the internet. All appointments are conducted by phone or by using a computer.
                              Current environment. Services
                              Lamna provides two types of appointments: wellness and sick. A doctor and a nurse are scheduled for each sick appointment. A doctor or a nurse are scheduled for wellness appointments.
                              Current environment. Employees
                              General
                              Employees are located in the Pacific and Eastern time zones.
                              Case representatives
                              Case representatives handle incoming calls, provide information to patients for appointments, and schedule follow-up calls with doctors. Case representatives can also help with people who want to chat online.
                              All case representatives work eight-hour shifts. Case representatives typically focus on cases that involve one type of illness. The case representatives may back up others when call volumes are large.
                              Several case representatives speak both Spanish and English. The only company holidays the case representatives have off are New Year's Eve day and New Year's Day.
                              Customer satisfaction and escalation
                              Customer satisfaction representatives monitor all activity and ensure that there is a uniform process for all calls. Case managers schedule shifts and are a point of escalation.
                              Requirements. System and resources
                              * Each employee must use the system.
                              * Case managers must be users in the system but must not be available for the scheduling rotation or manually assigned.
                              * Patients must be offered at least three alternative times to schedule an appointment.
                              Requirements. Cases
                              * The system must support live chats, texting, and Twitter.
                              * Case representatives must be able to chat, text, and tweet without exiting the system they use to track calls.
                              * Case representatives must be able to chat live only with customers whose calls are routed or assigned to them.
                              * Managers must be able to monitor all communication as well as add or delete quick replies.
                              * Customer satisfaction representatives must be able to read agent scripts and workflows.
                              * A live chat must pop up each time someone fills out the form to register for an appointment. The live chat must automatically be sent to the case representative who is best qualified to answer the question.
                              * There are two type of queues: regular and escalated.
                              * Tickets must be routed to the most qualified representative for the illness.
                              * Tickets assigned to a representative must be automatically placed in that representative's queue.
                              Requirements. Chat escalation process
                              * Each division must have one manager for escalations.
                              * Patients who request an escalation from the website must automatically be routed to a chatbot.
                              The patient will answer predefined questions and will be alerted that someone will call them back. Chat transcripts must be sent to the appropriate manager.
                              * Only escalations must go to the chat bot.
                              * You must create two types of Omnichannel queues: regular and escalated.
                              * Only managers must be able to access the Omnichannel Insights dashboard.
                              Requirements. Managers
                              * Managers must be able to review weekly productivity reports for representatives by using Omnichannel Insights dashboards.
                              * Managers must be able to monitor patient moods during patients' conversations with representatives.
                              * Managers must be able to determine whether a patient is feeling negative during a live chat with a representative.
                              Requirements. Appointments
                              * Representatives must be able to schedule appointments and see everyone's free/busy time during their scheduled working hours.
                              * Appointments must be scheduled by representatives in open time slots for nurses and doctors.
                              * Nurses and doctors must be booked for 30-minute time slots.
                              * Patients must be offered at least three alternative times to schedule an appointment.
                              Requirements. Analytics
                              * You must implement Customer Insights to keep track of how well representatives are managing customers' requests.
                              * Analytics must be viewable only in the production environment.
                              * You must ensure that only escalation managers can create workspaces and control access to workspaces
                              * Case representatives must be rated on knowledge of their primary specialty and their backup specialty.
                              * Case representatives must only be able to view workspaces.
                              * Managers must be able to review dashboards in the Chat channel to ensure that case representatives are meeting their objectives.
                              Hotspot Question
                              You need to select the feature for each parameter.
                              Which feature should you use for each parameter? To answer, select the appropriate options in the answer area.
                              NOTE: Each correct selection is worth one point.

                              Answer:

                              Explanation:

                              Explanation:
                              https://docs.microsoft.com/en-us/dynamics365/customer-service/create-operating-hours


                              NEW QUESTION # 369
                              Hotspot Question
                              A customer service manager needs a new business process flow to manage support for a product rollout for bicycles. There are two bicycle models: standard and high performance.
                              Support representatives must be able to:
                              - Specify the model of the bicycle.
                              - Capture comments from customer support issues if the bicycle is the
                              high-performance model.
                              You need to create the business process flow.
                              What should you configure for each requirement? To answer, select the appropriate options in the answer area.

                              Answer:

                              Explanation:


                              NEW QUESTION # 370
                              ......

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