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| Section | Weight | Objectives |
|---|
| Implement routing | 10% | - Manage queues and routing
- 1. Configure advanced routing rules
- 2. Create and manage queues
- 3. Configure routing rules
- Configure unified routing
- 1. Configure work distribution
- 2. Configure work classification
- 3. Configure assignment methods
|
| Manage entitlements and SLAs | 15% | - Create and manage entitlements
- 1. Create and activate entitlements
- 2. Define and manage entitlement templates
- 3. Apply entitlements to cases
- Create and manage SLAs
- 1. Define and configure SLA KPIs
- 2. Use hierarchical SLA configurations
- 3. Enable SLAs for entities
- 4. Create SLA items and actions
|
| Implement multi-session experiences for Customer Service | 20% | - Configure and manage Omnichannel
- 1. Configure work streams and queues
- 2. Manage context variables
- 3. Configure agent scripts
- 4. Configure routing and assignment
- Manage channels
- 1. Configure SMS
- 2. Configure Voice
- 3. Configure Chat
- 4. Configure Microsoft Teams integration
- Configure the Customer Service workspace
- 1. Configure productivity tools
- 2. Configure session management
- 3. Configure notifications
- 4. Configure apps and templates
|
| Implement Microsoft Power Platform | 10% | - Configure Power Virtual Agents
- 1. Create chatbots
- 2. Configure topics and entities
- 3. Integrate chatbots with Customer Service
- Configure Power Automate
- 1. Use Common Data Service connector
- 2. Create and manage flows
- 3. Configure triggers and actions
|
| Implement Connected Customer Service | 10% | - Manage Connected Customer Service scenarios
- 1. Manage customer assets
- 2. Configure asset management
- 3. Configure proactive service
- Configure IoT integration
- 1. Manage IoT devices
- 2. Create cases from IoT alerts
- 3. Configure IoT alerts
|
| Manage analytics, visualizations, and insights | 10% | - Configure Customer Service Insights
- 1. Configure dashboards and charts
- 2. Configure Customer Service historical analytics
- 3. Configure Power BI integration
- Manage insights
- 1. Analyze Omnichannel insights
- 2. Monitor and improve service with analytics
- 3. Analyze conversation insights
|
| Manage cases and Knowledge Management | 20% | - Manage Knowledge Management
- 1. Use knowledge article templates
- 2. Create and manage knowledge articles
- 3. Configure entities for Knowledge Management
- 4. Manage the Knowledge Management lifecycle
- Create and manage cases
- 1. Create case and child case
- 2. Use case routing rules
- 3. Identify and create cases from activities
- 4. Analyze cases with interactive dashboards
- 5. Customize case views
|
| Implement scheduling | 5% | - Manage services
- 1. Schedule service activities
- 2. Define service activities
- Manage resources
- 1. Define resources and resource groups
- 2. Configure resource calendars and working hours
|
>> MB-230 100% Exam Coverage <<
MB-230 100% Exam Coverage | Reliable Microsoft MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant
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Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q259-Q264):
NEW QUESTION # 259
You need to determine the type of queues to create.
How should access to the queues be configured? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

Explanation
Box 1: Private
Miscellaneous queues must be visible to everyone
The other queues must be visible only to the appropriate department.
In Customer Service, you can create two types of queues:
Private queues: Create with limited set of members to help those members easily view the queue items in that queue. Private queues streamline queue items for the members of that queue only and help to remove clutter from other user's views.
Public queues: Create to let everyone in the organization view the queue and all of its items.
Box 2: Public
Miscellaneous queues must be visible to everyone.
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-queues-manage-activities-cases
NEW QUESTION # 260
You are a Dynamics 365 Customer Service administrator.
You need to add a new status reason to the case entity.
What are two possible ways to accomplish the goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Modify the existing solution.
Add another entity named Status.
Then, create a status reason field with additional options. - B. Modify the existing solution and the case entity.
Edit the status reason and add an additional status reason value. - C. Create a new solution and add the existing Case entity.
Select Status Reason and add a new value. - D. Navigate to Cases in the Customer Service Hub app.
Open a record, edit the form, and then edit the Status reason field.
Answer: B,C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-service/define-status-reason-transitions-case-management
NEW QUESTION # 261
You are configuring a Dynamics 365 for Customer Service instance.
Customer service manager cannot create new entitlements for customer service representatives.
You need to ensure that customer service managers can add new entitlement templates and knowledge base records for customer service representatives.
Which access levels should you apply? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

Explanation:

NEW QUESTION # 262
You are configuring Dynamics 365 Customer Service.
Child cases must inherit the customer name and contact from the parent case when opened.
You need to configure the case inheritance.
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:

Explanation
Graphical user interface, text, application Description automatically generated

Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-service/define-settings-parent-child-cases
NEW QUESTION # 263
You are a Dynamics 365 administrator.
You need to determine which type of dashboard needs to be created for different scenarios.
Which dashboard type should you use? 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/customer-service-hub-user-guide-dashboard
NEW QUESTION # 264
......
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