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| Section | Weight | Objectives |
|---|---|---|
| Configure Users, Security, and Work Distribution | - Manage operational settings
| |
| Implement Channels | 30-35% | - Configure customer engagement channels
|
| Deploy Dynamics 365 Contact Center | 15-20% | - Deploy contact center environments
|
| Configure Agents and AI Capabilities | 10-15% | - Enable AI-assisted experiences
|
| Monitor and Optimize Contact Center Operations | - Operational excellence
|
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58. Frage
Case Study 1 - Fabrikam, Inc
Background
Fabrikam, Inc. is a mid-sized global company that provides outsourced customer support services for retail and telecommunications clients. The company operates multiple regional contact centers. Fabrikam, Inc. is transitioning to a unified cloud-based platform by implementing Microsoft Dynamics 365 Contact Center.
The goal is to improve customer satisfaction, reduce average handling time, and increase workforce productivity while enabling AI-assisted customer interactions.
Fabrikam, Inc. has an established Microsoft ecosystem, including Microsoft Azure and Microsoft Power Platform. The company requires that all implementations follow best practices for scalability, maintainability, and governance, while aligning with internal governance and security standards.
Current environment
Contact Center infrastructure
- Fabrikam, Inc. currently uses an outdated on-premises telephony system that does NOT integrate with modern CRM systems.
- The company is migrating to Dynamics 365 Contact Center to support voice-based interactions.
- Azure resources are centrally managed by the IT team.
- Azure Application Insights is provisioned but not yet connected to any contact center workload.
- Microsoft Entra ID is used for identity and access management.
Application lifecycle management (ALM)
- The company maintains separate development, test, and production environments in Microsoft Dataverse.
- Solutions are deployed as managed or unmanaged depending on the environment.
- Configuration data must be moved between environments without manual recreation.
- The IT team requires repeatable and governed deployment processes.
Users and roles
- Customer service representatives (CSRs) handle inbound customer calls.
- Supervisors monitor performance and manage workforce scheduling.
- Administrators configure and maintain the system.
- Roles are defined for CSRs, supervisors, and administrators, but permissions are not consistently enforced.
- Access must be restricted based on user responsibilities to enforce least privilege.
Business requirements
Voice channel
- Customers must be able to contact customer support through an inbound voice channel.
- Incoming calls must be routed to available CSRs based on predefined criteria.
- Customer input must be collected through an automated interaction before routing.
- Some inquiries must be resolved without involving a human representative.
- When escalation is required, CSRs must receive relevant information collected earlier in the interaction.
Workforce management (WFM)
- Supervisors must define shifts and assign schedules for CSRs.
- CSRs must receive interactions during their scheduled shifts only.
- Some shifts must allow for times that do NOT accept phone calls.
- WFM capabilities must be enabled within the contact center solution.
AI and automation
- The solution must support AI-driven capabilities to handle frequently asked customer questions.
- The system must support generative AI for natural, conversational interactions.
- When an issue cannot be resolved automatically, escalation paths must be defined.
Routing and work assignment
- Customer interactions must be managed through a structured process to ensure consistent handling.
- Information collected during the voice agent interactions must be available to CSRs.
- CSRs must be assigned to handle interactions based on their expertise.
Analytics and monitoring
- The company must monitor conversation performance and identify and troubleshoot issues affecting customer experience.
- The solution must provide detailed diagnostic information to support troubleshooting across the interaction lifecycle.
- Supervisors must be able to analyze interaction quality and identify trends and bottlenecks.
Technical requirements
Voice channel configuration
- Dynamics 365 Contact Center must be used to support voice-based customer interactions.
- The solution must support inbound calling through configured phone numbers.
- Voice interactions must be routed in a way that follows best practices for scalability and consistent performance.
IVR and voice agents
- IVR flows must support both naturally spoken input and keypad input.
- Voice agents must be configured by using Copilot Studio.
- AI agents must be able to retrieve customer data from backend systems when needed.
Security and access
- Access must be restricted based on user responsibilities and follow the principle of least privilege.
- CSRs must access records relevant to only the interactions they handle.
- Supervisors must have visibility into CSR performance and schedules.
- Administrators must have full access to configure and manage the solution.
ALM and deployment
- Production deployments must use managed solutions.
- Configuration data must be moved between environments by using supported tools and without manual recreation.
- Deployment processes should be automated to ensure consistency and reliability.
Issues
- The current system lacks integration between voice interactions and CRM systems.
- CSRs receive calls outside of their scheduled shifts.
- Fabrikam, Inc. has no consistent process for deploying configurations across environments.
- AI capabilities are underused, resulting in increased interaction volumes.
- Some customers interact from a noisy environment, which makes it difficult for CSRs and agents to serve them efficiently.
- Supervisors lack visibility into detailed conversation diagnostics.
- Access permissions are not consistently aligned with user responsibilities, causing access inconsistencies.
You need to design a voice agent that meets the voice channel and IVR technical requirements.
What should you do?
Antwort: A
Begründung:
To meet the requirements for a Dynamics 365 Contact Center environment, the best action is to configure voice agent interactions before defining routing logic.
In a scalable, best-practice voice architecture using Copilot Studio and unified routing:
The AI voice agent acts as the frontline entry point (the IVR) for the inbound phone number.
To route a call correctly based on what happens during the IVR interaction (such as customer input, intent detection, or data retrieved from backend systems), the routing engine needs to know where the call is coming from and what intent or context variables the voice agent passes to it.
Therefore, you must build the voice agent (Copilot Studio bot) and link it to your channel/phone number before you can define the routing logic, queues, and rules that handle the handoff from the bot to human agents.
Scenario:
Technical requirements
Voice channel configuration
- Dynamics 365 Contact Center must be used to support voice-based customer interactions.
- The solution must support inbound calling through configured phone numbers.
- Voice interactions must be routed in a way that follows best practices for scalability and consistent performance.
IVR and voice agents
- IVR flows must support both naturally spoken input and keypad input.
- Voice agents must be configured by using Copilot Studio.
- AI agents must be able to retrieve customer data from backend systems when needed.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/voice-channel-inbound-calling
59. Frage
A company plans to deploy a global voice channel for Dynamics 365 Contact Center.
The solution must meet the following requirements:
- Use existing carriers and numbers.
- Use existing Session Border Controllers (SBCs) in each office
location.
You need to design the voice architecture to meet the requirements.
What should you do?
Antwort: D
Begründung:
You must Deploy Direct Routing for Contact Center (via Azure Communication Services Direct Routing) to use your existing carriers, numbers, and on-premises Session Border Controllers (SBCs).
Steps
1. Connect your SBCs: Link your certified office SBCs to Azure Communication Services (ACS).
2. Port or sync numbers: Port your existing carrier phone numbers into ACS and sync them to your Dynamics 365 Contact Center environment.
3. Configure routing: Set up voice routes and tie the connected channels to your designated workstreams.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/voice-channel-bring-your-own-number
60. Frage
A company wants new representatives to automatically receive the correct security role and capacity settings as soon as their Microsoft Entra ID account is provisioned, without an administrator manually configuring each user.
You need to recommend a scalable approach for managing user access and workload capacity.
What should you do?
Antwort: D
Begründung:
The scalable pattern is to manage access and capacity through team membership rather than per-user assignment: link Microsoft Entra ID security groups to Dataverse teams that carry the appropriate (including custom) security roles, and apply capacity profiles at the team or role level so new users inherit the correct settings automatically on provisioning. Assigning System Administrator broadly violates least-privilege principles.
61. Frage
Drag and Drop Question
A company uses AI-enabled routing.
The customer service manager requires the routing to perform the following:
- Predict required skills automatically.
- Apply predicted skills during routing.
You need to configure the routing to meet the requirements.
Which action should you perform for each requirement? To answer, move the appropriate actions to the correct requirements. You may use each action 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.
Antwort:
Begründung:
Explanation:
Box 1: Configure an intelligent skill finder model
To automatically predict required skills for incoming conversations in a Dynamics 365 Contact Center environment with AI-enabled routing, you must configure an Intelligent Skill Finder model.
This machine learning feature eliminates the need to maintain complex manual declarative rules.
Box 2: Create a machine learning classification rule.
To apply predicted skills during routing in Dynamics 365 Contact Center, set up machine learning-based skill classification rulesets using the Intelligent Skill Finder Model.
Add Classification Rulesets: Create a machine learning-based skill classification ruleset in the unified routing workflow and link your trained skill finder model to automatically tag incoming work items with predicted sk.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/set-up-skill-based-routing
62. Frage
Drag and Drop Question
A company supports multiple communication channels. Customer service representatives (CSRs) handle multiple work items concurrently based on configured workload limits.
The company must be able to control how CSRs handle workload across channels.
The solution must:
- Limit how much work a CSR can handle at the same time.
- Prevent CSRs from receiving new work items until their conversations
are closed.
You need to configure workload management for the CSRs.
How should you configure the workloads? 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 bat between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Antwort:
Begründung:
Explanation:
Box 1: Assign a capacity profile to the CSR
To limit how much work a customer service representative (CSR) can handle at the same time in a Dynamics 365 Contact Center environment, you should use Capacity Profiles.
Capacity Profiles provide the precise mechanism needed to control concurrent workloads across multiple communication channels:
Define Workload Quantities: You can create custom profiles that specify the exact amount of work, concurrent capacity limits, or daily limits for various types of interactions.
Cross-Channel Control: Administrators can configure profiles to block the assignment of new work items on certain digital channels when a CSR is busy handling a high-priority channel, such as an active phone call.
Multiple Profile Assignment: You can assign multiple different capacity profiles to an individual user, giving the system the flexibility to balance complex multi-channel workloads natively Box 2: Block capacity for wrap up in the workstream To meet this requirement, you should configure the Block capacity for wrap up setting to Always block within the work distribution settings of the relevant workstream.
Configuration Details
Where to set it: Navigate to the Workstreams area within the admin center, select the appropriate channel's workstream, and go to the Work distribution section.
How it works:
By default, when a CSR or customer ends an active interaction, the conversation transitions into an intermediate Wrap-up state (allowing the agent to write notes or log outcomes).
Setting this option to Always block ensures that the agent's configured capacity continues to be fully consumed throughout the wrap-up period.
The system will not route any new work items to the CSR until they (or the system's auto-close scheduler) explicitly change the conversation's state to Closed, freeing up their capacity.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/capacity-profiles
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/create-workstreams
63. Frage
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