Exam MB-230: Microsoft Dynamics 365 Customer Service
The content of this exam was updated on October 2, 2020. Please download the skills measured document below to see what changed.
A Dynamics 365 Customer Service Functional Consultant is responsible for implementing omnichannel solutions that focus upon service, quality, reliability, efficiency, and customer satisfaction.
A Dynamics 365 Customer Service Functional Consultant implements and designs service management visualizations and reports provided by and in collaboration with the solution architect. The Functional Consultant collaborates with the customer engagement administrator to implement and upgrade Power Platform components, including knowledge management, customer feedback, and connected services.
A Dynamics 365 Customer Service Functional Consultant must have strong applied knowledge of customer service, including: understanding industry terminology, priorities, standards, methodologies, customer service operations, and best practices. The Functional Consultant with customer service expertise must have strong applied knowledge of meeting user needs through Dynamics 365 customer service, including in-depth understanding of cases, knowledge management, queues, entitlements, resource scheduling, Service Level Agreements (SLAs), visualizations, connected services, Customer Service Insights, Power Virtual Agents, and Omnichannel for Customer Service. The Functional Consultant’s knowledge should include a comprehensive understanding of the customer service application’s role in relationship to the Dynamics 365 suite of applications along with a basic understanding of the solution architecture and quality assurance.
Part of the requirements for: Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate
Related exams: 1 related exam
Exam MB-230: Microsoft Dynamics 365 Customer Service
Languages: English
Retirement date: none
This exam measures your ability to accomplish the following technical tasks: manage cases and Knowledge Management; manage queues, entitlements, and service-level agreements; implement scheduling; implement Omnichannel for Customer Service; and manage analytics.
Skills measured
The content of this exam was updated on October 2, 2020. Please download the exam skills outline below to see what changed.
Manage cases and Knowledge Management (20-25%)
Manage queues, entitlements, and service-level agreements (SLAs) (15-20%)
Implement scheduling (10-15%)
Implement Omnichannel for Customer Service (30-35%)
Manage analytics (10-15%)
Audience Profile
A Microsoft Dynamics 365 Customer Service Functional Consultant is responsible for implementing omnichannel solutions that focus upon service, quality, reliability, efficiency, and customer satisfaction.
A Dynamics 365 Customer Service Functional Consultant implements and designs service management visualizations and reports provided by and in collaboration with the solution architect. The Functional Consultant collaborates with the customer engagement administrator to implement and upgrade Power Platform components, including knowledge management, customer feedback, and connected services.
A Dynamics 365 Customer Service Functional Consultant must have strong applied knowledge of customer service: understanding industry terminology, priorities, standards, methodologies, customer service operations, and best practices. The Functional Consultant with customer service expertise must have strong applied knowledge of meeting user needs through Dynamics 365 Customer Service, including in-depth understanding of cases, knowledge management, queues, entitlements, resource scheduling, Service Level Agreements (SLAs), visualizations, connected services, Customer Service Insights, Power Virtual Agents, and Omnichannel for Customer Service. The Functional Consultant’s knowledge should include a comprehensive understanding of the customer service application’s role in relationship to the Dynamics 365 suite of applications along with a basic understanding of the solution architecture and quality assurance.
Skills Measured
NOTE: The bullets that appear below each of the skills measured are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
NOTE: In most cases, exams do NOT cover preview features, and some features will only be added to an exam when they are GA (General Availability).
Manage cases and Knowledge Management (20-25%)
Create and manage cases
* configure cases
* manage case lists
* create and search for case records
* convert activities to cases
* perform case resolution
* implement parent/child cases
* merge cases
* set autonumbering for customer service entities
Configure and automate cases
* implement Advanced Similarity rules
* implement record creation and update rules
* implement case routing rules
* customize the Case Resolution form
* configure Status Reason transitions
* configure business process flows
* capture customer feedback by using Customer Voice
Implement Knowledge Management
* configure the Knowledge Search control
* link an article with a case
* use Knowledge Management to resolve cases
* manage the Knowledge Management article lifecycle
* manage Knowledge management articles
* configure entities for Knowledge Management
* manage Knowledge article templates
* implement Knowledge Search
* enable Relevance Search
* configure categories and subjects
* convert cases to knowledge articles
Manage queues, entitlements, and service-level agreements (SLAs) (15-20%)
Create and manage queues
* describe use cases for each queue type
* configure queues
* add cases and activities to queues
* configure entities for queues
* perform queue operations
Create and manage entitlements
* configure entitlements
* define and create entitlements
* manage entitlement templates
* activate and deactivate entitlements
* renew or cancel an entitlement
Create and manage SLAs
* define and create service-level agreements (SLAs)
* configure SLA settings
* configure a holiday schedule
* configure a customer service schedule
* implement actions by using Power Automate
* manage cases that are associated with SLAs
* manually apply an SLA
* create and manage SLA items
Implement scheduling (10-15%)
Manage resources
* configure business closures
* configure organizational units
* configure resources
* configure work hours
* configure facilities and equipment
Manage services
* define services
* schedule a service activity
* configure fulfillment preferences
* create a schedule board
* schedule a service activity by using the schedule board
Implement Omnichannel for Customer Service (30-35%)
Deploy Omnichannel for Customer Service
* provision Omnichannel for Customer Service
* define user settings
* configure application setting
* manage queues
* configure skills-based routing
Implement Power Virtual Agents
* describe Power Virtual Agents components and concepts
* integrate Power Virtual Agents with Dynamics 365 Customer Service
* escalate conversations to a live agent
Manage channels
* describe use cases for the Channel Integration Framework
* configure channels
* enable the chat widget on websites
* configure pre-chat surveys
* configure proactive chat
* configure Secure Message Service (SMS)
Distribute work
* describe difference between entity routing and channel routing
* configure work streams
* configure entity routing
* configure routing values
* implement context variables
Configure the agent experience
* create macros
* define agent scripts
* configure Quick Responses
* configure sessions and applications
* configure notifications
Configure the supervisor experience
* configure Omnichannel Insights dashboard
* configure intraday insights
* customize KPIs for intraday insights
* enable sentiment analysis
Manage analytics (10-15%)
Configure Customer Service Insights
* describe capabilities and use cases for Customer Service Insights dashboards
* connect to Customer Service Insights
* manage workspaces
Create and configure visualizations
* configure interactive dashboards
* design and create charts
* design reports by using the Design wizard
The exam guide below is the previous guide and the change log is below. The new exam guide above went into effect on October 7, 2020.
Skills Measured
NOTE: The bullets that appear below each of the skills measured are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
NOTE: In most cases, exams do NOT cover preview features, and some features will only be added to an exam when they are GA (General Availability).
Perform configuration (25-30%)
Configure Service Management settings
* describe process of record creation and update rules
* configure queues
* configure holiday schedule
* configure customer service schedule
* configure user work hours
* configure categories and subjects
* configure cases
* configure customer service security roles
* configure goal management components
* create routing rules
* configure services
* configure timelines
* configure Customer Service Insights
* configure Omnichannel chat and SMS
* configure service scheduling
Configure processes
* configure custom business process flows
* implement business process flows from Microsoft AppSource
* configure Connected Customer Services
Create and configure customer service visualizations
* configure customer service content pack for Power BI
* configure customer service dashboards
* design and create customer service charts
* execute and analyze customer service reports
* configure enhanced customer service admin settings by using Service Management
Manage cases and the knowledge base (30-35%)
Create and manage cases
* manage case list
* create and search for case records
* convert activities to cases
* perform case resolution
* implement case routing rules
* implement parent/child cases
* merge cases
* configure status reason transitions
* implement advanced similarity rules
* customize the case resolution form
Create and manage the knowledge base
* configure entities for knowledge management
* link an article with a case
* use the knowledge base to resolve cases
* create and manage knowledge base article lifecycle
* create and manage knowledge base articles
* search for articles
* enable and manage relevance search
Manage queues, entitlements, and SLAs (25-30%)
Create and manage queues
* differentiate queue types
* add cases and activities to queues
* implement case routing
* configure entities for queues
* configure queue email settings
* configure record creation and update rules
Create and manage entitlements
* define and create entitlements
* manage entitlement templates
* activate and deactivate entitlements
* renew or cancel an entitlement
* assign an entitlement to a case
Create and manage SLAs
* determine SLA conditions
* define and create SLAs
* implement actions and details
* use SLAs on-demand
* manage cases with SLAs
* create and manage SLA items
Configure Forms Pro (15-20%)
Create surveys
* create a theme and upload images
* add pages to a survey and personalize data
* identify survey question types
* add survey questions
* identify respondent types
* configure response routing
* configure survey scoring
* configure survey unsubscription options
Preview, test, and publish surveys
* distribute survey link using email
* embed a survey in a web page
* clone, import, and translate surveys
Manage survey responses
* summarize survey results
* determine report types
* implement workflow conditional logic for survey actions
* create business actions based upon survey responses
QUESTION 1
You use Dynamics 365 for Customer Service.
You need to create business process flows.
Which three entities can you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Goal
B. Case
C. Letter
D. Social activity
E. Rollup queries
Correct Answer: BCD
QUESTION 2
You are configuring a single business process flow in Dynamics 365 for Customer Service.
You need to design the business process flow.
What should you do?
A. Merge peer branches to a single stage when merging branches.
B. Span the process across 10 unique entities.
C. Combine multiple conditions in a rule by using both the AND and OR operators.
D. Use 40 steps per stage.
Correct Answer: A
QUESTION 3
You are a customer service manager for a company using Dynamics 365 for Customer Service.
You need to set up queues to manage support. You assign a team to each queue.
What type of queue should you configure?
A. Personal
B. Private
C. Business unit
D. Public
Correct Answer: B
QUESTION 4
A customer has three cases in process and two cases for the current calendar year.
You need to determine how many cases the customer has left on their entitlement.
How many cases are left?
A. 20
B. 22
C. 23
D. 25
Correct Answer: C
QUESTION 5
You are a Dynamics 365 Customer Service administrator.
You are configuring a case dashboard.
You need to filter the dashboard to show only escalated cases and cases that are marked as Request.
Which filter should you use?
A. Timeframe
B. Priority
C. Global
D. Visual
Correct Answer: C
Make The Best Choice Chose - Certkingdom
Make yourself more valuable in today's competitive computer industry Certkingdom's preparation material includes the most excellent features, prepared by the same dedicated experts who have come together to offer an integrated solution. We provide the most excellent and simple method to pass your Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate MB-230 exam on the first attempt "GUARANTEED".
Unlimited Access Package
will prepare you for your exam with guaranteed results, MB-230 Study Guide. Your exam will download as a single MB-230 PDF or complete MB-230 testing engine as well as over +4000 other technical exam PDF and exam engine downloads. Forget buying your prep materials separately at three time the price of our unlimited access plan - skip the MB-230 audio exams and select the one package that gives it all to you at your discretion: MB-230 Study Materials featuring the exam engine.
Certkingdom MB-230 Exam Prepration Tools
Certkingdom Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate preparation begins and ends with your accomplishing this credential goal. Although you will take each Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate online test one at a time - each one builds upon the previous. Remember that each Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate exam paper is built from a common certification foundation.
MB-230 Exam Testing Engines
Beyond knowing the answer, and actually understanding the MB-230 test questions puts you one step ahead of the test. Completely understanding a concept and reasoning behind how something works, makes your task second nature. Your MB-230 quiz will melt in your hands if you know the logic behind the concepts. Any legitimate Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate prep materials should enforce this style of learning - but you will be hard pressed to find more than a Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate practice test anywhere other than Certkingdom.
MB-230 Exam Questions and Answers with Explanation
This is where your Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate MB-230 exam prep really takes off, in the testing your knowledge and ability to quickly come up with answers in the MB-230 online tests. Using Microsoft Dynamics 365 for Customer Service Functional Consultant Associate MB-230 practice exams is an excellent way to increase response time and queue certain answers to common issues.
MB-230 Exam Study Guides
All Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate online tests begin somewhere, and that is what the Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate training course will do for you: create a foundation to build on. Study guides are essentially a detailed Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate MB-230 tutorial and are great introductions to new Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate training courses as you advance. The content is always relevant, and compound again to make you pass your MB-230 exams on the first attempt. You will frequently find these MB-230 PDF files downloadable and can then archive or print them for extra reading or studying on-the-go.
MB-230 Exam Video Training
For some, this is the best way to get the latest Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate MB-230 training. However you decide to learn MB-230 exam topics is up to you and your learning style. The Certkingdom Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate products and tools are designed to work well with every learning style. Give us a try and sample our work. You'll be glad you did.
MB-230 Other Features
* Realistic practice questions just like the ones found on certification exams.
* Each guide is composed from industry leading professionals real Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associatenotes, certifying 100% brain dump free.
* Study guides and exam papers are guaranteed to help you pass on your first attempt or your money back.
* Designed to help you complete your certificate using only
* Delivered in PDF format for easy reading and printing Certkingdom unique CBT MB-230 will have you dancing the Microsoft Microsoft Dynamics 365 for Customer Service Functional Consultant Associate jig before you know it
* Microsoft Dynamics 365 for Customer Service Functional Consultant Associate MB-230 prep files are frequently updated to maintain accuracy. Your courses will always be up to date.
Get Microsoft Dynamics 365 for Customer Service Functional Consultant Associate ebooks from Certkingdom which contain real MB-230 exam questions and answers. You WILL pass your Microsoft Dynamics 365 for Customer Service Functional Consultant Associate exam on the first attempt using only Certkingdom's Microsoft Dynamics 365 for Customer Service Functional Consultant Associate excellent preparation tools and tutorials.