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Microsoft MB-230 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Implement Microsoft Power Platform | 10% | - Configure Power Automate
|
| Implement Connected Customer Service | 10% | - Configure IoT integration
|
| Implement scheduling | 5% | - Manage resources
|
| Manage entitlements and SLAs | 15% | - Create and manage SLAs
|
| Manage cases and Knowledge Management | 20% | - Create and manage cases
|
| Manage analytics, visualizations, and insights | 10% | - Manage insights
|
| Implement multi-session experiences for Customer Service | 20% | - Configure and manage Omnichannel
|
| Implement routing | 10% | - Manage queues and routing
|
Microsoft Dynamics 365 Customer Service Functional Consultant Materials That Go Where You Go
- Manage entitlements and SLAs (15%)
- Manage cases and Knowledge Management (20%)
- Manage analytics, visualizations, and insights (10%)
Microsoft Dynamics 365 Customer Service Functional Consultant Sample Questions:
You are implementing Dynamics 365 Customer Service Workspaces for your company ' s help desk without additional software. Help desk representatives must be able to open multiple sessions. The configuration has the following requirements:
* Ensure each helpdesk representative has the same user experience when togging into the application.
* Customer records must automatically open when a helpdesk representative opens a case.
You need to configure the help desk settings.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:

Explanation:
A retailer uses Dynamics 365 Customer Service integrated with Microsoft Teams.
Agents must be able to easily chat with other contacts who have recent activities with the same customer as the agent. Agents also must be able to pin specific chats to channels directly from Customer Service.
You need to enable suggested contacts for cases.
Which configuration should you enable for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:

Explanation:
A company uses Dynamics 365 Customer Service. Customer Voice is deployed on the tenant.
When a user resolves a case in the system, the individual who reported the incident must automatically receive an email with a link to complete a customer feedback survey. Survey responses must be visible against the resolved case.
You need to implement a solution.
Solution: Navigate to the resolved case. Select Send Survey.
Does the solution meet the goal?
- A. Yes
- B. No
Correct Answer: B 🗳️
You are implementing Omnichannel for Customer Service for a call center.
The call center's requirements for the implementation are as follows:
* When a new chat conversation is started, the Customer Summary and New Case form tabs must be open.
* The Customer Summary tab must be the primary tab during the conversation.
* Agents must be able to close the New Case form tab.
* Agents must not be able to close the Customer Summary tab.
You need to configure the tabs.
Which configuration should you use for each tab? To answer, drag the appropriate types of account information to the correct SMS channel provider. Each type of account information 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.
Correct Answer:

Explanation:
You are implementing Dynamics 365 Customer Service for a company in India. The company operates strict guidelines relating to data residency, which must not leave the geographic boundary.
Users require a solution to easily find and receive suggestions on how to resolve cases.
You need to configure a feature that meets the requirements.
What should you configure?
- A. Case Management Agent
- B. Service-level agreement
- C. Knowledge Base Search control
Correct Answer: C 🗳️
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