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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: 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 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 Connected Customer Service2-6%- Set up IoT and field service integration
                Topic 5: Manage cases and knowledge management51-55%- 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. Configure knowledge search and recommendations
                          • 3. Create and manage knowledge articles
                            - Configure Dynamics 365 Copilot for Service
                            Topic 6: Implement routing and work distribution2-6%- Configure unified routing
                            • 1. Define routing rules and decision trees
                              • 2. Set up workstreams and queues
                                Topic 7: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                                • 1. Define SLA KPIs and timelines
                                  • 2. Configure SLA actions and warnings
                                    • 3. Manage SLA calculations and pauses
                                      - Configure entitlements
                                      • 1. Define entitlement terms and restrictions
                                        • 2. Associate entitlements with customers and cases
                                          Topic 8: 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

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                                              Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions (Q260-Q265):

                                              NEW QUESTION # 260
                                              A company uses Omnichannel for Customer Service.
                                              The company has the following requirements for their agents ' conversations with customers:
                                              * Agents must verify a customer ' s information when a chat starts.
                                              * Auto search must be enabled for knowledgebase articles based on case title.
                                              You need to enable agent scripts.
                                              Which action types should you use? To answer, select the appropriate options in the answer area.

                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:
                                              Box 1: Automation
                                              The automation dictionary maintains the contextual data for sessions. You can use the keys from the automation dictionary to pass the parameter in an action.
                                              While creating templates and macros in the admin app, you can pass parameter keys such as title of a session, title of notification, title of an application tab template, and custom parameter values for application tab types.
                                              These keys are replaced based on the contextual information available at the time of execution.
                                              Box 2: Macro
                                              Automate tasks with macros
                                              Overview of macros
                                              In the customer service industry, agents have to click often to perform simple tasks, such as open a form, fill, and save it, and many repetitive and monotonous actions, such as greeting and verifying a customer, sending acknowledgment mail, and taking notes. These clicks and repetitive tasks can lead to human errors when agents copy and paste the data across different operations.
                                              Macros are a set of sequential actions that are performed by a user. They enable users to perform daily operations efficiently in a fast and process-compliant manner. You can reuse macros with different sessions based on the context parameters that are specific to the session.
                                              The value propositions of the macros are as follows:
                                              * Automate repetitive and monotonous tasks with a single click.
                                              * Minimize human errors.
                                              * Adhere to business processes.
                                              * Lower average handling time.
                                              * Improve customer satisfaction.
                                              * Create contextual and reusable macros.
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/automation-dictionary-keys
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/macros
                                              https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/smart-assist


                                              NEW QUESTION # 261
                                              You need to create an entitlement template. In System Settings, you navigate to Service Management.
                                              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 new Entitlement template
                                              2 - Enter 30 in Total Entitlement terms
                                              3 - Enter 15 phone and 15 email for terms in Entitlement Channel
                                              4 - Save the template
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-entitlements-templates
                                              Topic 4, Lamna Healthcare Company (NEW)
                                              Overview
                                              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 Next 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 Question button to return to the question.
                                              Background
                                              Lamna Healthcare Company has a call center for the city. They receive roughly 5,000 calls a day on health issues.
                                              They have the following three departments that take calls daily:
                                              Chronic illnesses
                                              Flu-type illnesses
                                              Geriatric illnesses
                                              There is a fourth area that monitors for miscellaneous issues.
                                              They are implementing Dynamics 365 Customer Service.
                                              Requirements. Queues
                                              A queue has to be set up for each department.
                                              Emails must automatically be routed to the appropriate queue.
                                              Miscellaneous queues must be visible to everyone.
                                              The other queues must be visible only to the appropriate department.
                                              If a case is open more than 30 days, the case must automatically be routed to the supervisor.
                                              There must be a button on the queue list screen to route a case to a supervisor if requested.
                                              Requirements. Visualizations
                                              Support representatives must have a real-time view of cases assigned to them, including the status of each case.
                                              Support representatives must be able to see a graphic view of cases by customer that are assigned to them.
                                              Requirements. Knowledge Base
                                              Support representatives must use the knowledge base first to try to solve issues.
                                              Support representatives must be able to reference the knowledge base when it is used to resolve the case.
                                              The knowledge base article that is used to resolve a case must always be sent to the customer.
                                              If the answer is not in the knowledge base, a support representative needs to create a knowledge base article.
                                              Requirements. Cases
                                              The cases must follow a process that includes identify, research, and resolve.
                                              A confirmation section must be added before the resolve section.
                                              Customers must have contracts that allow them to call Lamna Healthcare 10 times a year for help.
                                              In addition to the 10 free calls, customers must be able to send 15 emails a year for support.
                                              Cases that come in as phone calls must be resolved with seven business days.
                                              Cases that come in as emails must be resolved within three business days.
                                              Requirements. Surveys
                                              Lamna Healthcare sends out about 100,000 surveys a month.
                                              Lamna must use Microsoft Forms Pro for their surveys.
                                              All surveys must have the company logo.
                                              The logo's company colors must not be changed. Any modifications to the graphic or colors is a breach of company policies.
                                              A survey must automatically be sent once a case is resolved.
                                              A manual survey must be sent if a case is escalated.
                                              A survey must not be sent without confirming that it is accurate.
                                              Supervisors must test a survey before it is finalized.


                                              NEW QUESTION # 262
                                              You need to resolve the issues with the French-translated article.
                                              Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

                                              Answer: B,D


                                              NEW QUESTION # 263
                                              A company is implementing a customized app that will automatically route cases.
                                              You need to determine the correct URL to connect to the app location in the cloud.
                                              Which URL format should you use?

                                              Answer: A

                                              Explanation:
                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/create-rules-automatically-route-cases


                                              NEW QUESTION # 264
                                              You need to select which setting needs to be configured for each setup.
                                              Which settings should you select? To answer, select the appropriate options in the answer area.
                                              NOTE: Each correct selection is worth one point.

                                              Answer:

                                              Explanation:

                                              Explanation:
                                              Graphical user interface, text, application, email Description automatically generated

                                              Reference:
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/create-workstreams
                                              https://docs.microsoft.com/en-us/dynamics365/customer-service/enable-skill-routing-create-rating-model


                                              NEW QUESTION # 265
                                              ......

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