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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: 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 2: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
      • 1. Manage SLA calculations and pauses
        • 2. Configure SLA actions and warnings
          • 3. Define SLA KPIs and timelines
            - Configure entitlements
            • 1. Define entitlement terms and restrictions
              • 2. Associate entitlements with customers and cases
                Topic 3: Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
                • 1. Integrate channels and productivity tools
                  • 2. Set up app profiles and session templates
                    Topic 4: Implement routing and work distribution2-6%- Configure unified routing
                    • 1. Define routing rules and decision trees
                      • 2. Set up workstreams and queues
                        Topic 5: Implement scheduling10-14%- Configure service scheduling
                        • 1. Implement scheduling rules and availability
                          • 2. Define service activities and requirements
                            • 3. Set up resources and resource groups
                              Topic 6: Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
                              • 1. Build custom dashboards and visualizations
                                • 2. Use out-of-box Customer Service reports
                                  - Implement Customer Voice surveys and feedback
                                  Topic 7: Manage cases and knowledge management51-55%- Implement knowledge management
                                  • 1. Configure knowledge search and recommendations
                                    • 2. Integrate knowledge with cases and portals
                                      • 3. Create and manage knowledge articles
                                        - Create and manage cases
                                        • 1. Implement case routing and queues
                                          • 2. Manage case hierarchies and relationships
                                            • 3. Configure case types and statuses
                                              - Configure Dynamics 365 Copilot for Service
                                              Topic 8: Implement Connected Customer Service2-6%- Set up IoT and field service integration

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                                              A steadily rising competition has been noted in the tech field. Countless candidates around the globe aspire to be Microsoft Dynamics 365 Customer Service Functional Consultant in this field. Once you become Microsoft certified, a whole new scope opens up to you and you are immediately hired by reputed firms. Even though the Microsoft Dynamics 365 Customer Service Functional Consultant certification boosts your career options, you have to pass the MB-230 Exam.

                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q264-Q269):

                                              NEW QUESTION # 264
                                              A company that operates in 101 countries/regions globally uses Dynamics 365 Customer Service. The countries/regions currently use the same environment.
                                              An administrator plans the deployment of additional portals to support customer service processes.
                                              Each country/region requires the following:
                                              * A Microsoft Dataverse starter portal in an environment with Dataverse
                                              * A blank portal in an environment with customer engagement apps
                                              * A pre-build portal in an environment with customer engagement apps
                                              Vou need to determine the minimum number of environments required.
                                              How many environments will you need? To answer, drag the appropriate number to the portal requirements.
                                              Each number of 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:


                                              NEW QUESTION # 265
                                              You need to configure the correct settings.
                                              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 # 266
                                              You are a Dynamics 365 for Customer Service administrator. You are using Voice of the Customer and are reviewing survey A survey responder marked 10 percent for overall satisfaction.
                                              You need to ask additional questions based on the response.
                                              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 - Create a new response routing
                                              2 - Add a response condition and the question for which you want to create a rule
                                              3 - Select values for the Operator, comparison Value, and Answer fields
                                              4 - Add a response action and scope
                                              References:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-engagement/voice-of-customer/design-advancedsurvey


                                              NEW QUESTION # 267
                                              You view the interactive dashboard in the Microsoft Dynamics 365 Customer Service Hub.

                                              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:


                                              NEW QUESTION # 268
                                              You need to search for answers to customer claims.
                                              Which type of search should you perform?

                                              Answer: B

                                              Explanation:
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/search-knowledge-articles-csh#knowledgebase- search-control
                                              Topic 1, Humongous Insurance
                                              This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
                                              To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
                                              At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
                                              To start the case study
                                              To display the first question in this case study, click the button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the button to return to the question.
                                              Background
                                              Humongous Insurance is contracted to process all insurance claims for a health facility that accepts the following types of health insurance:
                                              Health maintenance organization (HMO)
                                              Preferred-provider organization (PPO)
                                              Gold
                                              Cases are classified as new claims, claim disputes, and follow-ups. Each insured person is entitled to open 25 new cases each calendar year.
                                              Support representatives specialize by and process claims by insurance type.
                                              Humongous Insurance currently accepts claims only by telephone. The call center is open from 06:00 GMT to
                                              24:00 GMT daily. Call center staff work one of the following shifts: 06:00 GMT to 12:00 GMT, 12:00 GMT to 18:00 GMT, and 18:00 GMT to 24:00 GMT.
                                              When a case is received by email, a staff member categorizes the case as email and closes the case immediately.
                                              Current environment
                                              Humongous Insurance has three departments to handle claim types: HMO, PPO, and Gold.
                                              The company uses handwritten forms to send claims information to the correct department.
                                              Each department maintains a workbook to record calls received.
                                              Requirements. Support desk
                                              Configure the system to track the number of insurance claims filed each year.
                                              Categorize claims by type as they are opened.
                                              Configure the system to track staff responsiveness to service-level agreements (SLAs).
                                              Ensure that business hours reflect the hours that support staff are scheduled.
                                              Requirements. Case handling
                                              All new cases must be automatically placed into a queue based on insurance type after the type is selected.
                                              All insurance types need to be automatically moved to the proper queue when the subject is picked.
                                              All cases must be created and closed immediately when received.
                                              The status reason must be set to Email Sent or Phone Call.
                                              Information must be restricted by insurance and phone call type.
                                              Managers must be alerted when customers reach their limit of 25 cases for the year.
                                              Changes to cases must not be counted against entitlements until the case is closed.
                                              Requirements. Disputes
                                              Claim disputes must be categorized as low priority.
                                              The status for all disputed cases must be set to Review by a Manager before a disputed case may be closed.
                                              Requirements. Knowledge base
                                              A knowledge base must be used as a repository for all answers.
                                              Representatives must be able to search the knowledge base when opening a new case for similar claims.
                                              Representatives must be able to search across all entities at all times.
                                              Searches must check any field in the entity for matches in a single search.
                                              Searches must return results in a single list and sort the list so that the most relevant results appear at the top of the list.
                                              Representatives must be able to link the knowledge base to cases when applicable.
                                              Representatives must create a new knowledge base article if an answer is not found in the existing knowledge base.
                                              Representatives must be able to use SQL-like syntax to search the knowledge base.
                                              Requirements. Service-level agreements
                                              When a customer calls to open a claim, the company must respond to the caller within the following time frames:

                                              Requirements. Alerts
                                              Cases must be flagged when they are past the SLA threshold.
                                              An email alert must be sent to the manager to indicate an SLA noncompliance.
                                              An email alert must be sent to representatives for SLA violations as follows: HMO 2 hours prior and PPO 1 hour prior.
                                              Send an email alert to support managers when disputes are ready to be closed.
                                              Send an email alert to customers when cases are closed.
                                              Requirements. Issues
                                              The current process is all manual and not efficient.
                                              There is no easy way to determine whether the company is meeting its SLAs.
                                              Representatives are often inconsistent regarding how they handle customers and answer customer questions.
                                              There is no accountability for any of the representatives who take calls.


                                              NEW QUESTION # 269
                                              ......

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