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: Queue
Explanation: Use a rating model to represent language proficiency levels, resource characteristics to represent product knowledge/skills for matching, and a queue to group the trained product agents for routing.
Question 32
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 being enabled at the environment level does not automatically make Copilot experiences available in custom model-driven apps. Since the apps use the default Customer Service forms, the case summary control is already present, and the issue is that Copilot must be enabled for custom apps. Security roles and re-enabling the Case summary AI feature do not address this specific behavior.
Question 34
You have been tasked with forwarding surveys to clients that opened cases in the last 30 days.
You want to make sure that clients without a Dynamics 365 license still receives a summary of the survey results.
Which two of the following are file formats that the summary can be sent in?
A. .xlsx
B. .exe
C. .pdf
D. .txt
Show Answer
Correct Answer: A
Explanation: Dynamics 365 Customer Voice supports exporting survey/report data in Excel (.xlsx) (and CSV, which is not an option here). .exe and .txt are not supported summary export formats, and PDF is not a built-in export format for survey summaries.
Question 35
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 Dynamics 365 Customer Service settings, Quick Find is available by default, but Full-text Quick Find is not a default search feature that can be relied on without additional configuration. Therefore, using Full-text Quick Find does not achieve the objective under the stated default conditions.
Sources:
https://www.certlibrary.com/exam/MB-230
Question 36
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 does not assign it to another user. To have another user handle a queued case, you would assign or route the case to that user (or allow queue routing), not delete the record. Deleting the case removes it rather than transferring ownership or responsibility.
Question 37
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: 1. Install the Customer Service Analytics app.
2. Connect Dynamics 365 to the Customer Service Analytics app.
3. Configure the Power BI dataset refresh frequency.
4. Publish the application.
5. Enable Power BI reporting and add the Power BI dashboard to the Customer Service Hub.
Explanation: The analytics app must be installed and connected first, then its dataset refresh configured before publishing. After the app is published, enable Power BI reporting and surface the dashboard within the Customer Service Hub.
Question 38
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 the most frequently searched keywords used by agents, you must enable Knowledge Analytics and then enable the Knowledge search analytics feature from Additional features. The other options relate to article suggestions, UI controls, or historical analytics rather than search keyword insights.
Question 39
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 allow a Customer Service user to connect and work with IoT devices using least privilege, assign the Dynamics 365 IoT Administrator role for IoT administration within the application and the Azure IoT Hub Data Plane role IoT Endpoint User to access IoT Hub endpoints needed for device operations. Broader contributor roles such as IoT Hub Data Contributor or Registry Contributor grant more permissions than required, while Twin Contributor is limited to twin operations.
Question 40
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 requirement is specifically about workspace access. The case study states that case representatives must only be able to view workspaces, while only escalation managers can create workspaces and control access. The Viewer role matches read-only workspace access. Scheduling appointments is a separate capability and is not what this question asks about.
Sources:
https://quizlet.com/1161498570/md-101-flash-cards
Question 41
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 rules and alerts from device telemetry. Azure IoT Hub supports device management including firmware updates. Azure SQL Database stores historical telemetry for reporting and trend analysis.
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