MB-230 — Microsoft Dynamics 365 Customer Service Functional Consultant Study Guide

Question 22

You are employed as an administrator for your company’s Dynamics 365 for Customer Service implementation. You have received articles that were created for a knowledge base from a reviewer. Which of the following actions should be taken for articles that are approved?

Question 44

A company uses Dynamics 365 Customer Service. Customer service representatives note that when they use customer workspaces to work on cases, they are unable to communicate with customers. You need to resolve the issue. Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Question 16

You are a customer service manager. You define an enhanced service-level agreement (SLA). You need to accurately record the time spent on cases by customer service representatives. What should you do?

Question 42

A company that manufactures industrial heating, ventilation, and air conditioning units (HVAC) implements the Dynamics 365 Connected Customer Service (IoT) add-in to its environment. The company must enable the system to receive alerts from HVAC units sold to customers who purchased an extended warranty and monitoring service. You need to enable the device alerts. Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Question 50

DRAG DROP - You are creating agent scripts in Dynamics 365 Customer Service. You must add the following steps to the scripts: 1. Use the greeting: Welcome to the company, how may we serve you today? 2. Send details about a customer’s account to the customer with one selection. 3. Open another set of steps to follow. You need to configure the type of steps that are needed. Which type should you choose when configuring each step? To answer, drag the appropriate types to the correct steps. Each type 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.

Question 20

You are employed as a system administrator for your company’s Dynamics 365 for Customer Service implementation. You have been tasked with making sure that customer service representatives have the ability to add service-level agreements (SLAs) to a record manually. You activate the SLA. Does the action achieve your objective?

Question 45

A company uses Dynamics 365 Customer Service. The company plans to enable in-app notifications to improve agent productivity. Agents must be notified 15 minutes prior to any scheduled customer calls. The agents can dismiss the notification if needed. You need to enable the notification. Which notification type should you use?

Question 49

You are implementing Omnichannel for Customer Service for a company. The company wants agents to serve customers through both the company's portal and Facebook page. You need to enable the appropriate channels. Which two channels should you enable? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Question 12

Case Study - 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 - Lucerne Publishing is a publishing company in Canada. The company publishes books for higher education. It also invests in multiple cloud-based solutions to support the customer service, publishing, and sales departments. Current Environment - Lucerne Publishing uses the following: • The Customer Service app for the publishing customer service division. • Omnichannel capabilities in the Customer Service app. • Third-party apps for e-commerce so students and parents can order books or courses online. • Customer service agents as the representatives who will resolve customers issues using various channels. • Resident employees who work for Lucerne Publishing and live in the buildings inside the business center. • A technician dispatch team that includes dispatchers who review and schedule work orders and assign the work orders to resources on the schedule board. The company has an internal division that provides repair services such as plumbing and electrical. The division provides services to the buildings inside the company business center, and some of those are used as residences by printing employees. Requirements - Customer Service - Contact Center The company has the following requirements: • Improve agent response time in live chats with customers. • Improve agent productivity by automating tasks. For example, the customer service manager requests that a new case is created automatically when an agent is on a chat with a customer. • Provide instructions for agents to use when processing book returns. The instructions must include the following: o Greet the customer. o Automatically open the case form for the book return, o Close the session with the customer. • Allow agents to use different channels such as short message service (SMS), social, and call when providing service to customers. • Enable a new text SMS channel for the agents. • Improve the agents' capability to search using AI suggestions. • Provide agents with real-time recommendations on similar cases and knowledge-base articles. • Allow agents to know the customer’s point of view on the service. • Provide a solution that will identify an agent's supervisor when a customer has a negative experience. • Improve how the agents' skills and profiles are maintained. • Route calls to agents who can support French-speaking customers. • Configure the French language as a skill for agents who support French-speaking customers. • Provide access to the Omnichannel agent app and productivity tools for supervisors and agents. • Provide the customer service supervisor with the ability to create agent scripts for Omnichannel agents and a workstream for SMS. The customer service supervisor must also be able to edit an existing workstream. • Provide the customer service supervisor with the ability to track sentiment in real time. • Provide agents with AI suggestions on the recent contact that worked on similar cases. Customer Service - Repairs - The company has the following requirements for repair requests: • Dispatchers must be able to track a technician and schedule jobs for technicians based on availability. • A dispatcher named UserA must be able to create a new view to display only unscheduled work orders. The view must be displayed only when the work orders are open-unscheduled, and the substatus is ready to dispatch work orders. • The technician dispatch team must be able to create a Schedule tab in the schedule board. • Dispatchers must be able to track technicians' utilization by using personal color codes. • The field technician's security role must be field service technician. Issues - The company reports the following issues: • Agents spend most of their time doing repetitive tasks during support calls or chats. • There is no guided process for agents to follow the steps when a customer calls for a book return. • Customer service managers are not able to provide real-time recommendations to customers using AI suggestions. • A new channel for SMS is not sending conversations to agents. Agents are required to answer conversations manually. • The company is not able to retain customers who have a negative experience with the customer service agents. • Agents are not able to use the schedule board to schedule repair work orders by using a custom view. • The skills and proficiency model are not defined for the agents. Calls from French-speaking customers are not routed to the appropriate agents. You need to add the French language as a new skill. Where should you add the language?

Question 35

Your company makes use of Dynamics 365 for Customer Service. You need to assign a case in the queue that is currently routed to you to a different user because you have booked time off work. You delete the case. Does the action achieve your objective?

Question 23

Your company makes use of Dynamics 365 for Customer Service. You mistakenly close a case that had assigned to you prior to your work being completed. You want to open the case to carry on working on it. Which of the following actions should you take?

Question 26

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. A company has a Customer Service deployment. The company plans to implement the following: • AI suggestions for contacts in Teams. • Training information about the capabilities of suggestions. You need to identify the scenarios where the relevant contacts will be provided to users. Solution: The number of similar cases that the suggested contacts have resolved. Does the solution meet the goal?

Question 6

You are deploying the voice channel for Dynamics 365 Contact Center to an existing Microsoft Azure resource. When you attempt to link the Azure resource to Dynamics 365 Contact Center, you are prompted to provide Event Grid application details. You need to determine what to create in Azure for the Event Grid application details. What should you create?

Question 31

You are evaluating Copilot in Customer Service for a company that has a new environment. Copilot features are already enabled. The company requires use of the capabilities within model-driven Power Apps apps developed by the company, to display summary information regarding cases. Default Customer Service forms are used in each app. Users report that the functionality does not work as expected in the custom apps. You need to resolve the issue. What should you do?

Question 37

You are setting up knowledge management in Dynamics 365 Customer Service. Management wants to view the statistics on which keywords are searched the most by agents when they use the knowledge base. You need to ensure that management can view the top search words. Which two steps should you configure? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.