HOTSPOT
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Case study
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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
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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
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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
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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
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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
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• 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
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• 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
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• 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
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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
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• 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
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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: Number of workstreams:
Two workstreams
Number of routing rules:
Two routing rules per workstream
Explanation: To minimize configuration while meeting requirements, separate distribution behavior is needed: one workstream for escalated cases (push to next available agent) and one for all other cases (pick by agent). Within each workstream, two routing rules are required to handle qualification logic such as language (Spanish vs. others) and specialty/issue type. Skills and work classification handle detailed matching without adding more workstreams.
Question 30
HOTSPOT
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A company is implementing Omnichannel for Customer Service.
The company plans to release a new product in the following markets: Germany, Spain, and France.
Before the product launches, one agent from each country/region will receive training on the new product. The agents are included as part of a new team for the product. Each agent is part of a team specific to the country/region that they serve.
Inquiries about the new product must be routed as follows:
1. Route inquiries to an agent who knows the new product and is fluent in the language of the caller.
2. Route inquiries to an agent who knows the new product but speaks only a bit of the language of the caller.
3. Route inquiries to an agent who speaks all caller languages but does not know the new product.
You need to configure the system.
Which feature should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Language competency level: Rating model
Product competency: Resource characteristic
Pool of product trained agents: Territory
Explanation: Language proficiency with priorities (fluent, partial, fallback) is handled by a rating model. Knowledge of the new product is modeled as a resource characteristic for skill-based routing. The trained agents are grouped by country/region, which is represented by territories for routing.
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?
A. Add the CopilotCaseSummaryControl to the form.
B. Assign the Customer Service Representative security role.
C. Enable the Case summary Copilot AI feature.
D. Enable Copilot features for custom apps.
Show Answer
Correct Answer: D
Explanation: Copilot features may be enabled at the environment level, but they are not automatically available in custom model-driven apps. Even when using default Customer Service forms, Copilot capabilities such as case summaries must be explicitly enabled for custom apps in the Power Platform admin center. This is why the functionality works in the standard Customer Service app but not in the company’s custom apps.
Question 34
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 Full-text Quick Find.
Does the action achieve your objective?
A. Yes, it does
B. No, it does not
Show Answer
Correct Answer: B
Explanation: With default settings unchanged, Full-text Quick Find does not meet the objective. Full-text indexing is not enabled by default (and requires configuration by an administrator), and Quick Find is a basic text search rather than the feature intended to find similar/related cases. Therefore, using Full-text Quick Find by default would not reliably find like cases.
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?
A. Yes, it does
B. No, it does not
Show Answer
Correct Answer: B
Explanation: Deleting a case removes it from the system rather than reassigning ownership or routing it to another user. To assign the case to a different user, you would need to change its owner or route it through the appropriate queue or assignment rules. Therefore, deleting the case does not achieve the objective.
Question 36
DRAG DROP
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A company has a Customer Service environment.
The company plans to implement Customer Service Analytics dashboards.
You need to configure the dashboards in Power BI.
Which order should you perform the actions in? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Show Answer
Correct Answer: Install the Customer Service Analytics app.
Connect Dynamics 365 to the Customer Service Analytics app.
Configure the Power BI dataset refresh frequency.
Publish the application.
Enable Power BI reporting and add the Power BI dashboard to the Customer Service Hub.
Explanation: The app must be installed and connected to Dynamics 365 before data can be prepared. Dataset refresh is configured prior to making the app available. After publishing, Power BI reporting is enabled and the dashboards are added to the Customer Service Hub for users.
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.
A. Enable knowledge analytics.
B. Select Knowledge search analytics after adding the Additional features.
C. Add Knowledge Suggestion Section Control.
D. Enable historical analytics.
E. Enable knowledge article suggestions.
Show Answer
Correct Answer: A, B
Explanation: To view statistics on the most searched keywords, knowledge analytics must be enabled in Dynamics 365 Customer Service. After enabling the required additional features, selecting Knowledge search analytics provides access to dashboards that show top search terms used by agents. Other options relate to suggestions or historical analytics and do not provide keyword search statistics.
Question 38
A company uses Dynamics 365 Customer Service with IoT devices.
A user with permissions set to use the Customer Service app attempts to connect an IoT device. The user receives an error that states they are not authorized to add this device.
You need ensure that the user can add the device. You must use the principle of least privileged access.
Which two roles should you assign to the user? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. IoT Hub Data Contributor
B. IoT Administrator
C. IoT Hub Twin Contributor
D. IoT Endpoint User
E. IoT Hub Registry Contributor
Show Answer
Correct Answer: B, D
Explanation: To connect and add IoT devices in Dynamics 365 Customer Service with least-privilege access, the user needs roles that allow device management and endpoint access without full data permissions. The IoT Administrator role enables managing IoT resources and device registration, while the IoT Endpoint User role allows access to IoT Hub endpoints required for device connectivity. Other roles either grant broader data access or do not permit device registration.
Question 39
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 configure the system to meet the workspace requirements for case representatives.
Which role should you assign to case representatives?
A. Owner
B. Maker
C. Viewer
D. Customer Service Schedule Administrator
E. CSR Manager
Show Answer
Correct Answer: C
Explanation: The question asks specifically about meeting the **workspace requirements** for case representatives. The requirements state that case representatives **must only be able to view workspaces**, while only escalation managers can create and control them. In Customer Insights, the **Viewer** role provides read-only access to workspaces and analytics without creation or management permissions. Scheduling capabilities are handled elsewhere and are not part of workspace roles. Therefore, the correct role is Viewer.
Question 40
HOTSPOT
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A company that manufactures industrial heating, ventilation, and air conditioning (HVAC) equipment is implementing Dynamics 365 Connected Customer Service.
The solution must meet the following requirements:
• Track and report changes in readings that come from the units.
• Send alerts when readings are outside of set tolerances.
• Provide historical tracking of readings for trend analysis.
• Send firmware updates as needed.
You need to configure the required component.
Which component should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Enable units to automatically send alerts:
Azure IoT Central
Deliver firmware updates to connected units:
Azure IoT Hub
Track unit reading for trend analysis:
Azure SQL Database
Explanation: Azure IoT Central provides built-in rules and alerts based on device telemetry. Azure IoT Hub manages device connectivity and supports device management tasks such as firmware updates. Azure SQL Database is suitable for storing historical telemetry data to support reporting and trend analysis.
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