This is the free Microsoft MB-230 practice question bank —
160 of 310 total questions, each with a full explanation, free to
read with no signup required. Updated 2026-04-24.
Every answer is verified against official Microsoft documentation —
see our methodology.
Question 1
A service representative resolves a case for a customer by using Dynamics 365 Customer Service. A Customer Voice survey is automatically sent to the customer to collect feedback. The customer completes the survey and submits it.
You need to review the response details for the completed survey.
What should you do?
A. Review the survey invite record details on the case timeline.
B. Review the survey response record details on the case timeline.
C. Open the survey response record to view the details in the record.
D. Open the survey invite record to view the details in the record.
Show Answer
Correct Answer: B
Explanation: In Dynamics 365 Customer Service with Customer Voice, the actual customer answers are stored in the Survey Response record. When a survey is completed, this response record is automatically associated with the related case and appears on the case timeline. The Survey Invite record only tracks sending and delivery status, not the response details.
Question 1
HOTSPOT -
A client plans to implement a case resolution process.
Which field types does the Case Resolution form use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Show Answer
Correct Answer: Resolution type: Option set
Resolution: Text
Total time: Calculated
Billable time: Whole number
Remarks: Text
Explanation: On the Case Resolution form in Dynamics 365, Resolution type is an option set, Resolution and Remarks are text fields, Total time is a calculated field, and Billable time is stored as a whole number (with Duration format), not an option set.
Question 2
HOTSPOT
-
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.
Show Answer
Correct Answer: Rules-based suggested contacts
Enhanced Microsoft Teams Integration
Explanation: Rules-based suggested contacts surface people who have recent activities with the same customer on the case.
Enhanced Microsoft Teams Integration enables pinning a specific chat directly to a Teams channel from Customer Service.
Question 2
DRAG DROP -
You are a Dynamics 365 for Customer Service administrator.
Your company requires a new phone-to-case business process flow for customer service representatives to follow.
The stages are as follows:
1. Verification
2. Acknowledgement and research
3. Resolution
Customer service representatives must send an email to the customer when a case enters the acknowledgement-and-research stage.
You need to create the required business process flow and components.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
Show Answer
Correct Answer: Create and activate the case-acknowledgement email workflow as an on-demand process.
Create a new business process flow record for the Case entity.
Create and activate the process flow with each stage, and add the case-acknowledgement email workflow to the Acknowledgement and Research stage.
Explanation: The email must be sent when the case enters a specific stage, so the workflow must be available for stage execution (on-demand, not background child). After creating the workflow, you create the Case business process flow and then add the workflow to the Acknowledgement and Research stage before activating the process flow.
Question 3
DRAG DROP
-
A company uses Dynamics 365 Customer Service.
An administrator is configuring Copilot to help with knowledge search. Agents must be able to display Knowledge articles in the following ways:
• Display articles related to only a specific product.
• Display articles related to a current case and the product related to the agent's line of business.
You need to enable a Copilot capability for each requirement.
Which Copilot capability should you enable? To answer, move the appropriate Copilot capabilities to the correct requirements. You may use each Copilot capability 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.
Show Answer
Correct Answer: Display articles related to only a specific product.
Agent filters
Display articles related to current case and the product related to the agent's line of business.
Automated Filters
Explanation: Agent filters allow agents to manually narrow knowledge results, such as selecting a specific product. Automated Filters use contextual signals from the current case and the agent’s line of business to automatically refine knowledge articles.
Question 4
DRAG DROP
-
A company is implementing Knowledge Management capabilities in Dynamics 365 Customer Service.
The company currently maintains the following systems:
• A third-party system containing support articles for the IT helpdesk, which supports Basic authentication only
• A Power Pages website for customer product information, hosted on a different Microsoft Entra ID tenant
• Internal documents saved within the tenant's document management system
• Data ingested into Microsoft Azure Data Lake Storage Gen 2 from an on-premises system
You need to integrate and unify these knowledge capabilities into Customer Service with minimal development effort.
Which external provider should you use for each system? To answer, move the appropriate external providers to the correct requirements. You may use each external provider 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.
Show Answer
Correct Answer: Knowledge articles in a third-party system
Cross-organizational search
Information on a public Power Pages website
Microsoft Graph connector
Internal documents
SharePoint
Data ingested from Azure Data Lake Storage Gen 2
Integrated search provider
Explanation: Cross-organizational search is designed to surface knowledge from external third-party systems with minimal custom development. Microsoft Graph connectors can index content from Power Pages sites, even across tenants. SharePoint is the native provider for internal documents within the tenant. The integrated search provider supports unifying data from Azure Data Lake Storage Gen 2 into Dynamics 365 Customer Service knowledge search.
Question 5
HOTSPOT
-
You are demonstrating the Microsoft Teams integration capability for calling. You use a Dynamics 365 Customer Service sandbox environment for the demonstration.
SharePoint Online integration is configured for the environment.
After the demonstration, the attendees require the following information:
• How to enable the feature in the live environment
• Where call recordings are saved
• How to initiate calls with new customers
You need to address the user questions.
How should you address each question? To answer, select the appropriate options in the answer area.
Show Answer
Correct Answer: Enable Microsoft Teams integration for calling:
Microsoft Dynamics 365 Customer Service admin center
Locate saved call recordings:
Microsoft SharePoint Online
Invite a new customer to a call:
Create a Contact
Explanation: Teams calling integration for Dynamics 365 is enabled from the Customer Service admin center. Teams call recordings are stored in SharePoint Online (or OneDrive for Business depending on context), not Dataverse. To call a new customer from Dynamics 365, a contact record must be created first.
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?
A. External identity
B. Event Grid resource
C. Enterprise application
D. Application registration
Show Answer
Correct Answer: D
Explanation: When linking an existing Azure resource to Dynamics 365 Contact Center, the Event Grid integration requires Azure AD authentication details (client ID, tenant ID, and secret/certificate). These are provided by an Azure AD Application Registration. An Event Grid resource itself does not supply identity credentials, and enterprise applications are derived objects created from app registrations. Therefore, you must create an Application registration.
Question 7
HOTSPOT
-
Accompany plans to implement Copilot in Dynamics 365 Customer Service features for a group of trial users who are located in Europe.
You need to configure the environment for trial use.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Location to enable data movement across regions:
Microsoft Power Platform admin center
Location to enable Copilot for custom apps:
Maker Portal
Default role with minimum privileges to use Copilot features:
Customer Service Representative
Explanation: Cross‑region data movement for Copilot is configured at the environment level in the Power Platform admin center. Copilot for custom apps is enabled by makers in the Maker Portal. The Customer Service Representative role provides the minimum required permissions to use Copilot features in Dynamics 365 Customer Service.
Question 8
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 on the review screen.
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
Show Answer
Correct Answer: B
Explanation: The requirement is to automatically send a survey email when a case is resolved and have responses linked to the case. Manually navigating to a resolved case and selecting **Send Survey** requires user action and is not automatic, so it does not meet the goal.
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