Microsoft

MB-230 Free Practice Questions — Page 10

Question 92

A company uses Dynamics 365 Customer Service. Agents provide incorrect responses when replying to customer issues. You need to configure quick replies. What should you do?

A. Add a macro in Smart assist.
B. Add a quick reply to a workstream.
C. Create a new quick reply with the category name as the title.
D. Create a new tag for each quick reply.
Show Answer
Correct Answer: B
Explanation:
Quick replies in Dynamics 365 Customer Service (Omnichannel) are configured at the workstream level. Adding a quick reply to a workstream makes it available to agents handling conversations routed through that workstream, ensuring consistent and correct responses. Categories or tags (options C and D) only help organize quick replies and do not make them available, and Smart assist macros are for automation, not predefined responses.

Question 93

DRAG DROP - You work for a company that installs residential security systems. The company uses Dynamics 365 Customer Service. The company wants to monitor all its installed devices. The company plans to deploy Connected Customer Service. The deployment must include the following: • Provide a place for messages to flow back and forth for IoT messages to the IoT hub. • Automate a way to check for messages and open a case when an error is detected. • Provide a place for the back end to securely connect virtually with the customers' alarms. You need to choose which feature to configure to ensure the Connected Customer Service works correctly. Which feature should you use? To answer, drag the appropriate features to the correct options. Each feature 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.

Illustration for MB-230 question 93
Show Answer
Correct Answer: Provide a place to flow messages back and forth. IoT Hub Check for messages and open a case. Logic Apps Provide a place to securely connect virtually with the customers' alarms. IoT Hub
Explanation:
Azure IoT Hub enables secure, bidirectional communication between devices and the cloud. Logic Apps is used to automate workflows, such as monitoring messages and creating cases when errors occur. IoT Hub also provides secure device connectivity for customer alarm systems.

Question 94

HOTSPOT - You need to configure security roles for Dynamics 365 Connected Customer Service by using the principle of least privilege. How should you configure security? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Illustration for MB-230 question 94
Show Answer
Correct Answer: Configure IoT devices and IoT data pulls: IoT Administrator and IoT Endpoint User Set up IoT configuration: Dynamics 365 System Administrator only
Explanation:
Configuring devices and data pulls requires both IoT administration and endpoint access, while initial IoT configuration in Dynamics 365 follows least privilege by limiting it to the System Administrator role without requiring Azure tenant administration.

Question 96

A customer has a Customer Service environment. The customer is using service scheduling to manage appointments. You need to add new facilities for service scheduling. Which security role is required to add new facilities?

A. Customer service scheduler
B. Sequence manager
C. Scheduler
D. Scheduler manager
Show Answer
Correct Answer: C
Explanation:
In Dynamics 365 Customer Service, the built-in Scheduler security role is designed to manage service scheduling components. According to Microsoft documentation, the Scheduler role can create and access Services, Facilities, and Equipment, which covers adding new facilities. Other roles like Customer Service Scheduler or Scheduler Manager either focus on appointment booking or broader management, but Scheduler satisfies the requirement with least privilege.

Question 97

A company administrator is setting up Dynamics 365 Omnichannel for Customer Service. The administrator is unable to complete the setup due to insufficient permissions. You need to ensure that the administrator can complete the setup. Which three security settings should you assign to the administrator? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

A. Dynamics 365 Global Administrator
B. Read access to the Client Access License
C. Power Platform Admin role
D. Dynamics 365 System Administrator
E. Read-write access to the Client Access License
Show Answer
Correct Answer: A, C, D
Explanation:
Setting up Dynamics 365 Omnichannel for Customer Service requires both tenant-level and environment-level administrative permissions. A Dynamics 365 Global Administrator is needed for tenant-wide service setup and integrations. The Power Platform Admin role is required to manage environments, applications, and Dataverse settings used by Omnichannel. The Dynamics 365 System Administrator role is necessary to configure Dynamics 365 applications and security roles. Client Access License permissions are not configured as read or read-write security roles, so options involving CAL access are not applicable.

Question 98

HOTSPOT - 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 - You are the technology manager for Fourth Coffee. The company sells 20 types of coffees and five types of digital coffee makers. Fourth Coffee uses Dynamics 365 Customer Service with Omnichannel for Customer Service. Current environment. Queues - The company uses queues to service different types of customers. Each type of customer corresponds to one of the following queues: • New customers • Repeat customers • Subscribers to the coffee of the month club The company has a separate queue to manage customers who have coffee maker issues. Current environment. Employees - The company has 50 call representatives across five call centers. Each representative can address five calls simultaneously. Overflow calls are transferred to the back office. • The company uses two levels of representatives to help customers with coffee purchases: entry level and specialists. • Supervisors monitor chats and live phone calls. Requirements. Employees - • Call representatives must be able to answer requests from phone calls, SMS messages, and chat. A ticket must be opened for each request. • Specialists must be assigned to coffee maker calls. • Specific representatives require a Dynamics 365 Customer Service workspace to perform the following activities: o Open an assigned record in a new workspace tab. o Use a predefined email template when representatives send an email. o The system must notify supervisors when customers in a live session express negative feedback about a service or product. Requirements. Configuration - • If a customer starts a chat during non-working business hours, the first representative that signs into the system must answer the chat; the customer must be able to continue the chat at any time. • Chat sessions must start only when the customer selects the chat icon. Chat must only be available for reorders and coffee maker repairs. • Subscribers and new orders must always go to a live representative unless the subscriber chooses the chat icon. Customers must be able to download a separate app to their phone or tablet for ordering coffee. The app must include only the customer’s name, address, phone number, and issue information. Requirements. Support - • The solution must provide the following website features for external customers: o Provide support to submit issues. o Ensure they can log in. • The chatbot must have an option to allow users to escalate a conversation to a live representative. • Live representatives must be able to send a customer back to the chatbot. Requirements. Distribution of calls • Live chat must be available for cases. • Cases that are escalated must be distributed to the next available agent. • All other cases must wait for an agent to pick up the case. • All work must be distributed evenly with no other conditions. • The number of workstreams and routing rules must be minimized. • Spanish-speaking customers must be sent to representatives who speak Spanish fluently. • Tickets must be routed to the most qualified representative for the type of issue reported. • All representatives must be rated on their specialty knowledge and backup specialty. Requirements. Device telemetry - The solution must support the following: • Remotely monitor coffee makers and contact a technician to help customers with coffee maker support contracts. • Provide a place for IoT messages to flow to the device and back to the IoT hub. • Automatically review messages from coffee makers and open a case when the system indicates an error with a coffee maker. • Provide a place for the company technology to securely connect virtually with the coffee maker customer. Requirements. Customers - • Customers must be able to sign into an external portal. • Customers must be able to view their cases and case status information. • Security must be as restrictive as possible. Requirements. Surveys - The survey must include the following with minimum development effort: • A list of questions that rate the service as poor, average, or great • A question that rates whether the customer would recommend the company • A question that asks if the customer would like to escalate a case o If yes, the survey must collect an email address and phone number for the customer. o If no, another set of questions asking about open issue details must display. The solution must meet the following survey distribution requirements: • Each survey must be standardized to include the company logo and colors. • Surveys must be sent out after each ticket closes. • Quarterly surveys must be sent out to those customers who rated the company poorly. • Customer surveys must be available in several languages to support global distribution. You need to ensure the correct support representative addresses the case. Which settings should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Illustration for MB-230 question 98
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Correct Answer: Language: Bookable Resource Characteristic Type Specialty: Rating Model Ticket routed correctly: Workstream
Explanation:
Language routing is handled by defining agent skills (characteristics) such as Spanish via Bookable Resource Characteristic Type. Specialty and proficiency are handled by a Rating Model to route work to the most qualified representative. Correct ticket distribution and assignment behavior is controlled by the Workstream configuration.

Question 99

HOTSPOT - 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 - Lamna Healthcare Company provides health care services to communities across the region. The company provides telehealth services only and does not offer in-person appointments. The company has staff that speak English and Spanish. The company is open from 8 AM to midnight Monday through Friday to provide services. Patients can make appointments by calling or using the internet. All appointments are conducted by phone or by using a computer. Current environment. Services - Lamna provides two types of appointments: wellness and sick. A doctor and a nurse are scheduled for each sick appointment. A doctor or a nurse are scheduled for wellness appointments. Current environment. Employees - General - Employees are located in the Pacific and Eastern time zones. Case representatives - Case representatives handle incoming calls, provide information to patients for appointments, and schedule follow-up calls with doctors. Case representatives can also help with people who want to chat online. All case representatives work eight-hour shifts. Case representatives typically focus on cases that involve one type of illness. The case representatives may back up others when call volumes are large. Several case representatives speak both Spanish and English. The only company holidays the case representatives have off are New Year's eve and New Year's Day. Customer satisfaction and escalation Customer satisfaction representatives monitor all activity and ensure that there is a uniform process for all calls. Case managers schedule shifts and are a point of escalation. Requirements. System and resources • Each employee must use the system. • Case managers must be users in the system but must not be available for the scheduling rotation or manually assigned. • Patients must be offered at least three alternative times to schedule an appointment. Requirements. Cases - • The system must support live chats, texting, and Twitter. • Case representatives must be able to chat, text, and tweet without exiting the system they use to track calls. • Case representatives must be able to chat live only with customers whose calls are routed or assigned to them. • Managers must be able to monitor all communication as well as add or delete quick replies. • Customer satisfaction representatives must be able to read agent scripts and workflows. • A live chat must pop up each time someone fills out the form to register for an appointment. The live chat must automatically be sent to the case representative who is best qualified to answer the question. • There are two types of queues: regular and escalated. • Tickets must be routed to the most qualified representative for the illness. • Tickets assigned to a representative must be automatically placed in that representative's queue. Requirements. Chat escalation process • Each division must have one manager for escalations. • Patients who request an escalation from the website must automatically be routed to a chatbot. The patient will answer predefined questions and will be alerted that someone will call them back. Chat transcripts must be sent to the appropriate manager. • Only escalations must go to the chat bot. • You must create two types of Omnichannel queues: regular and escalated. • Only managers must be able to access the Omnichannel Insights dashboard. Requirements. Managers - • Managers must be able to review weekly productivity reports for representatives by using Omnichannel Insights dashboards. • Managers must be able to monitor patient moods during patients’ conversations with representatives. • Managers must be able to determine whether a patient is feeling negative during a live chat with a representative. Requirements. Appointments - • Representatives must be able to schedule appointments and see everyone's free/busy time during their scheduled working hours. • Appointments must be scheduled by representatives in open time slots for nurses and doctors. • Nurses and doctors must be booked for 30-minute time slots. • Patients must be offered at least three alternative times to schedule an appointment. Requirements. Analytics - • You must implement Customer Insights to keep track of how well representatives are managing customers’ requests. • Analytics must be viewable only in the production environment. • You must ensure that only escalation managers can create workspaces and control access to workspaces • Case representatives must be rated on knowledge of their primary specialty and their backup specialty. • Case representatives must only be able to view workspaces. • Managers must be able to review dashboards in the Chat channel to ensure that case representatives are meeting their objectives. You need to set the schedule to meet requirements for appointments. How should you configure the settings? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Illustration for MB-230 question 99
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Correct Answer: Interval: 30 minutes Start time: 8:00 A.M. End time: 12:00 A.M. Results per interval: 3
Explanation:
Appointments must be booked in 30-minute slots, and services operate from 8:00 A.M. to midnight. Showing three results per interval ensures patients are offered at least three alternative appointment times.

Question 100

DRAG DROP - 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 - You are the technology manager for Fourth Coffee. The company sells 20 types of coffees and five types of digital coffee makers. Fourth Coffee uses Dynamics 365 Customer Service with Omnichannel for Customer Service. Current environment. Queues - The company uses queues to service different types of customers. Each type of customer corresponds to one of the following queues: • New customers • Repeat customers • Subscribers to the coffee of the month club The company has a separate queue to manage customers who have coffee maker issues. Current environment. Employees - The company has 50 call representatives across five call centers. Each representative can address five calls simultaneously. Overflow calls are transferred to the back office. • The company uses two levels of representatives to help customers with coffee purchases: entry level and specialists. • Supervisors monitor chats and live phone calls. Requirements. Employees - • Call representatives must be able to answer requests from phone calls, SMS messages, and chat. A ticket must be opened for each request. • Specialists must be assigned to coffee maker calls. • Specific representatives require a Dynamics 365 Customer Service workspace to perform the following activities: o Open an assigned record in a new workspace tab. o Use a predefined email template when representatives send an email. o The system must notify supervisors when customers in a live session express negative feedback about a service or product. Requirements. Configuration - • If a customer starts a chat during non-working business hours, the first representative that signs into the system must answer the chat; the customer must be able to continue the chat at any time. • Chat sessions must start only when the customer selects the chat icon. Chat must only be available for reorders and coffee maker repairs. • Subscribers and new orders must always go to a live representative unless the subscriber chooses the chat icon. Customers must be able to download a separate app to their phone or tablet for ordering coffee. The app must include only the customer’s name, address, phone number, and issue information. Requirements. Support - • The solution must provide the following website features for external customers: o Provide support to submit issues. o Ensure they can log in. • The chatbot must have an option to allow users to escalate a conversation to a live representative. • Live representatives must be able to send a customer back to the chatbot. Requirements. Distribution of calls • Live chat must be available for cases. • Cases that are escalated must be distributed to the next available agent. • All other cases must wait for an agent to pick up the case. • All work must be distributed evenly with no other conditions. • The number of workstreams and routing rules must be minimized. • Spanish-speaking customers must be sent to representatives who speak Spanish fluently. • Tickets must be routed to the most qualified representative for the type of issue reported. • All representatives must be rated on their specialty knowledge and backup specialty. Requirements. Device telemetry - The solution must support the following: • Remotely monitor coffee makers and contact a technician to help customers with coffee maker support contracts. • Provide a place for IoT messages to flow to the device and back to the IoT hub. • Automatically review messages from coffee makers and open a case when the system indicates an error with a coffee maker. • Provide a place for the company technology to securely connect virtually with the coffee maker customer. Requirements. Customers - • Customers must be able to sign into an external portal. • Customers must be able to view their cases and case status information. • Security must be as restrictive as possible. Requirements. Surveys - The survey must include the following with minimum development effort: • A list of questions that rate the service as poor, average, or great • A question that rates whether the customer would recommend the company • A question that asks if the customer would like to escalate a case o If yes, the survey must collect an email address and phone number for the customer. o If no, another set of questions asking about open issue details must display. The solution must meet the following survey distribution requirements: • Each survey must be standardized to include the company logo and colors. • Surveys must be sent out after each ticket closes. • Quarterly surveys must be sent out to those customers who rated the company poorly. • Customer surveys must be available in several languages to support global distribution. You need to ensure that the company can support the customers with coffee maker issues remotely. Which features should you use? To answer, drag the appropriate features to the correct options. Each feature 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.

Illustration for MB-230 question 100
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Correct Answer: Devices are securely connected to → IoT Hub Messages flow back and forth → Service Bus queue Cases open when a message is detected → Logic Apps
Explanation:
IoT Hub provides secure device connectivity and management. Service Bus queues enable reliable message exchange between systems. Logic Apps can trigger workflows on incoming messages to automatically create Dynamics 365 cases.

Question 101

DRAG DROP - You are setting up channels for Omnichannel for Customer Service. You want to set up a channel for a WhatsApp app. You need to configure the channel. Which four 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.

Illustration for MB-230 question 101
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Correct Answer: Get Twilio account details. Create a WhatsApp channel. Create routing rules to route to the correct channel. Modify settings for a specific WhatsApp phone number.
Explanation:
Twilio credentials are required first to connect WhatsApp. Then the WhatsApp channel is created in Omnichannel. Routing rules are configured so incoming messages are directed correctly, and finally phone-number–specific WhatsApp settings are adjusted.

Question 102

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 - You are the technology manager for Fourth Coffee. The company sells 20 types of coffees and five types of digital coffee makers. Fourth Coffee uses Dynamics 365 Customer Service with Omnichannel for Customer Service. Current environment. Queues - The company uses queues to service different types of customers. Each type of customer corresponds to one of the following queues: • New customers • Repeat customers • Subscribers to the coffee of the month club The company has a separate queue to manage customers who have coffee maker issues. Current environment. Employees - The company has 50 call representatives across five call centers. Each representative can address five calls simultaneously. Overflow calls are transferred to the back office. • The company uses two levels of representatives to help customers with coffee purchases: entry level and specialists. • Supervisors monitor chats and live phone calls. Requirements. Employees - • Call representatives must be able to answer requests from phone calls, SMS messages, and chat. A ticket must be opened for each request. • Specialists must be assigned to coffee maker calls. • Specific representatives require a Dynamics 365 Customer Service workspace to perform the following activities: o Open an assigned record in a new workspace tab. o Use a predefined email template when representatives send an email. o The system must notify supervisors when customers in a live session express negative feedback about a service or product. Requirements. Configuration - • If a customer starts a chat during non-working business hours, the first representative that signs into the system must answer the chat; the customer must be able to continue the chat at any time. • Chat sessions must start only when the customer selects the chat icon. Chat must only be available for reorders and coffee maker repairs. • Subscribers and new orders must always go to a live representative unless the subscriber chooses the chat icon. Customers must be able to download a separate app to their phone or tablet for ordering coffee. The app must include only the customer’s name, address, phone number, and issue information. Requirements. Support - • The solution must provide the following website features for external customers: o Provide support to submit issues. o Ensure they can log in. • The chatbot must have an option to allow users to escalate a conversation to a live representative. • Live representatives must be able to send a customer back to the chatbot. Requirements. Distribution of calls • Live chat must be available for cases. • Cases that are escalated must be distributed to the next available agent. • All other cases must wait for an agent to pick up the case. • All work must be distributed evenly with no other conditions. • The number of workstreams and routing rules must be minimized. • Spanish-speaking customers must be sent to representatives who speak Spanish fluently. • Tickets must be routed to the most qualified representative for the type of issue reported. • All representatives must be rated on their specialty knowledge and backup specialty. Requirements. Device telemetry - The solution must support the following: • Remotely monitor coffee makers and contact a technician to help customers with coffee maker support contracts. • Provide a place for IoT messages to flow to the device and back to the IoT hub. • Automatically review messages from coffee makers and open a case when the system indicates an error with a coffee maker. • Provide a place for the company technology to securely connect virtually with the coffee maker customer. Requirements. Customers - • Customers must be able to sign into an external portal. • Customers must be able to view their cases and case status information. • Security must be as restrictive as possible. Requirements. Surveys - The survey must include the following with minimum development effort: • A list of questions that rate the service as poor, average, or great • A question that rates whether the customer would recommend the company • A question that asks if the customer would like to escalate a case o If yes, the survey must collect an email address and phone number for the customer. o If no, another set of questions asking about open issue details must display. The solution must meet the following survey distribution requirements: • Each survey must be standardized to include the company logo and colors. • Surveys must be sent out after each ticket closes. • Quarterly surveys must be sent out to those customers who rated the company poorly. • Customer surveys must be available in several languages to support global distribution. You need to configure the chat channel. What should you configure?

A. proactive chat
B. workstream
C. quick replies
D. persistent chat
Show Answer
Correct Answer: D
Explanation:
The requirement states that if a customer starts a chat outside business hours, the customer must be able to continue the chat at any time and the first representative who signs in should handle it. This behavior is supported by Persistent Chat in Dynamics 365 Omnichannel, which maintains the chat session across time and agent availability. Other options like proactive chat, workstreams, or quick replies do not fulfill this continuity requirement.

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