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| Section | Weight | Objectives |
|---|---|---|
| Implement Channels | 30-35% | - Configure customer engagement channels
|
| Deploy Dynamics 365 Contact Center | 15-20% | - Deploy contact center environments
|
| Monitor and Optimize Contact Center Operations | - Operational excellence
| |
| Configure Agents and AI Capabilities | 10-15% | - Enable AI-assisted experiences
|
| Configure Users, Security, and Work Distribution | - Manage operational settings
|
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NEW QUESTION # 43
A company uses embedded analytics dashboards in Dynamics 365 Contact Center.
The company requires customized KPI behavior in analytics reports. The customizations must modify how KPIs are calculated and displayed in the report.
You need to customize the KPI behavior.
Which actions should you perform? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 44
A company uses Dynamics 365 Contact Center, and supervisors need to be able to observe conversations without notifying customers or interacting, and separately redirect a conversation from one CSR to another CSR. You need to configure the minimal security access for each requirement.
Which capability lets a supervisor observe a conversation silently, without the customer being notified?
Answer: B
Explanation:
Comprehensive and Detailed 150 to 250 words of Explanation From Dynamics 365 Contact Center AI Engineer/Course Guide/topics:
Dynamics 365 Contact Center provides distinct supervisor controls for monitoring, assigning, transferring, and force-closing live conversations. The Supervisor Monitor capability is specifically intended for observation. Microsoft states that supervisors can monitor conversations between representatives and customers without interrupting the interaction and without appearing as an active participant to either party.
Supervisor permissions can be enabled independently. Microsoft exposes separate controls for Supervisor Monitor, Supervisor Assign, Supervisor Transfer, and Force Close. Consequently, least-privilege configuration does not require broad System Administrator permissions merely to observe conversations. The Monitor capability can be granted while other intervention capabilities remain independently controlled.
A transfer permission serves a different operational function: it permits reassignment of an ongoing conversation from one representative to another. It does not provide silent observation. Case assignment similarly concerns Dataverse record ownership rather than real-time conversation supervision.
Microsoft's current supervisor training also explicitly identifies monitoring, assigning, transferring, and force-closing as separately configurable live-conversation controls.
The uploaded material identifies A.
Study Guide reference: Manage analytics for the Dynamics 365 Contact Center -> Configure supervisor capabilities and monitor live conversations.
NEW QUESTION # 45
Case Study 3 - VanArsdel, Ltd
Background
VanArsdel, Ltd. is a global company that provides outsourced customer support services for enterprise clients across multiple industries, including retail, healthcare, and financial services.
VanArsdel, Ltd. is implementing Microsoft Dynamics 365 Contact Center to modernize its contact center operations. The company aims to provide a unified omnichannel experience for customers and improve customer service representative (CSR) productivity through AI-driven tools and automation.
The implementation will support voice, chat, and digital messaging channels. The initial rollout focuses on voice capabilities and AI-assisted CSR experiences. The solution must be scalable and configurable using out-of-the-box functionality where possible.
The company employs approximately 500 CSRs, 50 supervisors, and a small team of system administrators responsible for configuration and maintenance. Some back-office CSRs are available for consultations with frontline CSRs.
VanArsdel, Ltd. currently operates multiple outdated CCaaS platforms across its divisions. The company is concerned about CSR adoption and therefore plans to adopt a phased approach. The company plans to use its existing CCaaS solution with Copilot Service workspace to enable adoption of the agent desktop while the voice channel and associated capabilities are developed.
Current environment
Contact Center channels
VanArsdel, Ltd. currently uses an outdated telephony system integrated with a third-party CRM.
The system lacks support for modern APIs and does not provide advanced analytics or AI capabilities.
The company plans to replace the outdated system with Dynamics 365 Contact Center and Microsoft Teams Phone functionality.
Outbound communication capabilities are limited in the current system to SMS only and must be enhanced to support proactive engagement campaigns. A third-party tool is used to manage current campaigns.
CSR experience
CSRs currently rely on multiple disconnected systems to manage customer interactions. This results in inefficiencies and increased handling times.
The new solution must provide a unified interface with embedded productivity tools, including:
- AI-powered suggestions during live interactions.
- Suggested responses based on the CSR's interaction with the agent desktop and the conversation context.
- Real-time transcription and sentiment analysis.
- Integration with company-owned knowledge bases.
CSRs must be able to interact with customers through voice and digital channels within a single workspace. The sales director requires CSRs to be able to collect orders from their third-party order management tool from the Productivity panel. CSRs must be prevented from accessing payment information.
Data protection and compliance
VanArsdel, Ltd. handles sensitive customer data, including personally identifiable information (PII) and payment details.
The company must comply with strict data protection regulations, including:
- Masking sensitive data during live interactions.
- Preventing National Identity and payment card information from being stored in transcripts and AI generated summaries.
- Ensuring secure handling of customer information across all channels.
The current system does NOT provide adequate data masking capabilities.
Integration requirements
The company uses several internal systems, including:
- A customer account management system.
- A billing platform.
- A knowledge management system.
These systems must be integrated with Dynamics 365 Contact Center to provide CSRs with relevant information during interactions.
The company also has a third-party marketing platform. However, the company currently does NOT plan to integrate the platform and instead is evaluating Customer Insights - Journeys.
Business requirements
Voice channel implementation
VanArsdel, Ltd. must implement a voice channel that meets the following requirements:
- Support inbound and outbound voice calls by using Microsoft Teams Phone.
- Enhance call controls by using SDK APIs.
- Allow supervisors to monitor and manage live calls.
- Provide real-time insights into call performance.
The solution must support scalability to handle peak call volumes during seasonal demand.
Proactive engagement
The company must implement proactive outbound engagement capabilities, including:
- Proactive Dialer to adjust call pacing based on CSR availability and answer rates.
- Trigger-based engagement based on customer actions.
- Integration with customer data to personalize outreach.
Outbound campaigns must be configurable without requiring custom code.
Agent assist and AI capabilities
VanArsdel, Ltd. must enhance CSR productivity by implementing AI-powered assistance features, including:
- Suggested responses during customer interactions.
- Automated knowledge article recommendations.
- Real-time transcription and summarization.
- Real-time assistance sent to the CSR in the send message box during chat conversations.
The company also plans to extend Copilot capabilities by integrating custom plugins, tools, and connectors.
Additionally, a bot must be implemented to support CSRs by providing interactable contextual guidance during interactions.
Voice agent configuration
The company must configure voice agents to support natural and efficient customer interactions.
The solution must include:
- Real-time speech recognition.
- Accurate transcription of customer conversations.
- Configurable voice settings to optimize performance.
Voice agents must follow best practices to ensure high-quality interactions and minimize errors.
Technical requirements
Channel Integration Framework
VanArsdel, Ltd. requires a phased approach to deploying the voice channel. The company plans to use its existing CCaaS solution with Copilot Service workspace to enable adoption of the agent desktop while the voice channel and associated capabilities are developed. The company requires the Channel Integration Framework to be built to:
- Click-to-act functionality for outbound communication.
- Integration with third-party applications.
- A consistent user experience for CSRs.
Sensitive data masking
The solution must include sensitive data masking capabilities that:
- Automatically detect and mask sensitive information during interactions.
- Prevent exposure of sensitive data in logs and transcripts.
- Allow administrators to configure masking rules.
Omnichannel JavaScript API
Custom extensions must be developed by using the Omnichannel JavaScript API to:
- Provide enhanced automation during a conversation.
- Display conversation dynamically based on the defined business process.
- Provide contextual information during customer interactions.
These extensions must be maintainable and align with best practices.
Supervisor experience
Supervisors must have access to advanced analytics and monitoring tools, including:
- Real-time dashboards for intraday CSR performance.
- Historical insights into call volumes and trends.
- Tools to manage and optimize CSR workloads.
The supervisor app must be used to provide actionable insights that improve operational efficiency.
Issues
VanArsdel, Ltd. has identified the following issues in the current environment:
- CSRs experience delays due to switching between multiple systems.
- Sensitive customer data is exposed during interactions.
- Outbound engagement capabilities are limited and not automated.
- Supervisors lack visibility into real-time performance metrics.
- Voice interactions lack transcription and AI-assisted features.
Problem statement
VanArsdel, Ltd. must implement a modern contact center solution by using Dynamics 365 Contact Center to:
- Improve CSR productivity through AI and automation.
- Ensure compliance with data protection regulations.
- Enhance customer engagement through proactive outreach.
- Provide a unified and efficient CSR experience.
- Enable supervisors to monitor and optimize operations effectively.
The solution must be scalable, secure, and aligned with best practices for configuring channels, AI capabilities, and integrations.
Drag and Drop Question
You need to improve agent assistance during interactions.
Which components should you use? To answer, move the appropriate components to the correct CSR requirements. You may use each component once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Smart Assist bot
To provide form-based guidance in the productivity panel, you should use a Smart Assist bot.
The Smart Assist bot feature interprets the live interaction or conversation context in real time. It renders recommendations, next-best steps, or custom guided guidance directly into the productivity panel (pane) using form-based Adaptive Cards.
Box 2: Copilot plugin
To provide contextual guidance using Dataverse information during agent interactions, you should use Copilot plugin.
Copilot plugins (built via Copilot Studio extensibility) seamlessly integrate with generative AI.
They allow Copilot to securely interact with Microsoft Dataverse tables to read records, search organizational knowledge, and provide real-time, business-aware responses directly inside the agent workflow.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/smart-assist
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/context-variables-for-bot
NEW QUESTION # 46
A company uses Dynamics 365 Contact Center.
The company must collect diagnostic data to investigate conversation issues.
You need to configure and access diagnostics.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer: A,B
Explanation:
To investigate conversation issues in Dynamics 365 Contact Center, you must capture both platform-level telemetry and individual workspace client data. Follow these main workflows to collect the necessary diagnostic data:
Step 1: 1. Enable and Access Conversation Diagnostics via Application Insights The core strategy for platform logging is connecting your workspace to Azure.
[D] Link to Azure Application Insights: Connect your Dynamics 365 Contact Center environment to an Azure Application Insights instance. This automatically streams conversation lifecycle events, from initiation through unified routing down to resolution.
Utilize the Diagnose Dashboard: Once linked, supervisors can access the Diagnose dashboard (Debug tab) directly inside the workspace to pinpoint issues like why conversations are stuck in queue, why an agent wasn't assigned a work item, or where routing bottlenecks exist.
[A] Run Log Queries: Use Kusto Query Language (KQL) in Application Insights or import pre-built Azure Data Explorer Dashboards provided by Microsoft to pull end-to-end conversation tracing.
Step 2. Check Unified Routing Diagnostics
Etc.
Reference:
https://github.com/MicrosoftDocs/dynamics365-guidance/blob/main/guidance/resources/conversation-diagnostics-sample-queries.md
NEW QUESTION # 47
A company uses a non-Microsoft IVR platform for inbound voice today and wants to keep that IVR while still routing qualified calls into Dynamics 365 Contact Center for representative handling and analytics.
You need to recommend an approach.
What should you do?
Answer: B
Explanation:
Dynamics 365 Contact Center voice channel supports integrating third-party/non-Microsoft IVR systems so that existing IVR investments can hand off calls into Contact Center for representative routing, recording, and analytics, rather than requiring an immediate full migration to Copilot Studio voice agents.
NEW QUESTION # 48
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