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?
A. Yes, it does
B. No, it does not
Show Answer
Correct Answer: B
Explanation: Activating an SLA is necessary for it to be used, but activation alone does not enable customer service representatives to manually add an SLA to a record. The entity must support SLAs, the SLA field must be available on the form, and users need appropriate permissions and configuration. Therefore, activation by itself does not achieve the objective.
Question 22
Your company makes use of Dynamics 365 Customer Service with the default settings unchanged.
You want to find like cases in the system using a default search feature.
You make use of Quick Find.
Does the action achieve your objective?
A. Yes, it does
B. No, it does not
Show Answer
Correct Answer: A
Explanation: Quick Find is available by default in Dynamics 365 Customer Service and searches the fields configured in the entity's Quick Find view. With default settings, the Case Quick Find view includes common searchable fields that allow users to locate similar cases without enabling an additional search feature. Therefore, using Quick Find achieves the objective of finding like cases using the default search capability.
Question 23
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?
A. The approved article must be sent to the Manager.
B. The approved article must be published.
C. The approved article must be sent back for final edits.
D. The approved article’s status must be changed to Active.
Show Answer
Correct Answer: B
Explanation: In Dynamics 365 Customer Service, once a knowledge article has been reviewed and approved, the next step is to publish it. Approval indicates the content is ready, but it is not available for use until it is published. Changing status to Active is not the standard action for knowledge articles, and sending it to a manager or back for edits is inconsistent with an already approved article.
Question 24
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?
A. You should create a new case based on the one that was accidentally closed.
B. You should reactivate the closed case.
C. You should reallocate the closed case
D. You should create a new case and merge it with the closed case.
Show Answer
Correct Answer: B
Explanation: In Dynamics 365 Customer Service, a case that has been closed can be reopened by reactivating it, allowing work to continue on the same case record. Creating a new case, reallocating a closed case, or merging a new case with the closed one are not the appropriate actions for this scenario.
Question 25
You need to consider the underlined segment to establish whether it is accurate.
_Routing _ rules_ must be used to automate the process of adding cases to a queue.
A. No adjustment required.
B. Business rules
C. Business process flow
D. Similarity rules
Show Answer
Correct Answer: A
Explanation: Routing rules in Dynamics 365 Customer Service are specifically used to automatically route and assign cases to queues or users based on defined conditions. Business rules control form logic, business process flows guide process stages, and similarity rules identify related cases rather than routing them.
Question 26
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 assign the customer service representatives the necessary permissions.
Does the action achieve your objective?
A. Yes, it does
B. No, it does not
Show Answer
Correct Answer: A
Explanation: Assigning the required security privileges on the SLA entity (such as Read and Append To) along with appropriate permissions on the target record allows customer service representatives to manually associate an SLA with a supported record. Therefore, assigning the necessary permissions achieves the objective.
Question 27
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?
A. Yes
B. No
Show Answer
Correct Answer: A
Explanation: Yes. Suggested contacts in Microsoft Teams can be ranked and presented based on their relevance, including the number of similar cases they have resolved. This helps users identify experts, and training should explain these suggestion capabilities.
Question 28
HOTSPOT -
You need to configure each escalation scenario.
Which configuration should you use for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Show Answer
Correct Answer: Escalation workstreams: Two routing rules: one for escalations and one for regular tickets
Escalation handling tool: Power Virtual Agents
Explanation: Escalation traffic should be routed separately from standard tickets so it can follow dedicated handling. Power Virtual Agents is the bot platform used to manage escalation interactions.
Question 29
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 up the analytics functionality.
What should you do?
A. Select the System Management menus and configure them in the settings.
B. Connect the data through Dynamics 365 Customer Service to Dynamics 365 Customer Service Insights.
C. Connect the data through Dynamics 365 Customer Service Insights to Dynamics 365 Customer Service.
D. Install the solution and menu items that will appear in Dynamics 365 Customer Service.
E. Create a new dashboard in Dynamics 365 Customer Service and select the correct information.
Show Answer
Correct Answer: B
Explanation: To set up Customer Service analytics with Dynamics 365 Customer Service Insights, you connect the Customer Service environment to Customer Service Insights so data can be analyzed and surfaced in the analytics experience. The other options describe unrelated configuration tasks or incorrect directionality.
Sources:
https://quizlet.com/1161498570/md-101-flash-cards
Question 30
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 set up the distribution of incoming service requests.
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: Two workstreams
One routing rule per workstream
Explanation: Use the minimum number of workstreams by separating push-routed escalations from pick-based work. Use a single routing rule in each workstream, with work classification and skills (such as language and specialty) handling agent selection rather than additional routing rules.
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