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 similarity level of similar cases to the active case.
Does the solution meet the goal?
A. Yes
B. No
Show Answer
Correct Answer: A
Explanation: AI-suggested contacts in Teams for Customer Service rely on the same AI capability that finds similar cases. The similarity level of similar cases to the active case determines which relevant contacts are surfaced. Therefore, configuring similarity for similar cases directly meets the requirement of providing relevant contacts and supports training on how suggestions work.
Question 52
DRAG DROP
-
You are setting up Omnichannel for Customer Service.
You need to automate the following tasks to make it easier and quicker for representatives to assist customers:
• Establish a one-step process to send a predefined email to customers once a representative is done helping them.
• Ensure that representatives ask predefined questions to identify a customer before troubleshooting a case.
• Have chatbots available to help make recommendations in typed conversations.
Which tools should you use? To answer, drag the appropriate tools to the correct requirements. Each tool 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.
Explanation: Macros automate one-click actions like sending predefined emails. Agent scripts guide representatives through predefined questions during customer interactions. Smart assist provides AI-driven recommendations and chatbot assistance in typed conversations.
Question 53
DRAG DROP
-
You are creating a macro in Dynamics 365 Customer Service to create automations.
You must use the following predefined macro connectors:
• Open a new form to create a record.
• Open the new application tab in the same session.
• Link a record to the conversation.
You need to configure the types of steps that are required.
Which types of connectors should you choose? To answer, drag the appropriate connector types to the correct steps. Each connector type 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.
Show Answer
Correct Answer: Open a new form to create a record → Productivity
Open the new application tab → Session
Link a record to the conversation → Omnichannel
Explanation: Productivity connectors handle record creation forms, Session connectors manage application tabs within the same session, and Omnichannel connectors are used to associate or link records with customer conversations.
Question 54
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 -
Lucerne Publishing is a publishing company in Canada. The company publishes books for higher education. It also invests in multiple cloud-based solutions to support the customer service, publishing, and sales departments.
Current Environment -
Lucerne Publishing uses the following:
• The Customer Service app for the publishing customer service division.
• Omnichannel capabilities in the Customer Service app.
• Third-party apps for e-commerce so students and parents can order books or courses online.
• Customer service agents as the representatives who will resolve customers issues using various channels.
• Resident employees who work for Lucerne Publishing and live in the buildings inside the business center.
• A technician dispatch team that includes dispatchers who review and schedule work orders and assign the work orders to resources on the schedule board.
The company has an internal division that provides repair services such as plumbing and electrical. The division provides services to the buildings inside the company business center, and some of those are used as residences by printing employees.
Requirements -
Customer Service - Contact Center
The company has the following requirements:
• Improve agent response time in live chats with customers.
• Improve agent productivity by automating tasks. For example, the customer service manager requests that a new case is created automatically when an agent is on a chat with a customer.
• Provide instructions for agents to use when processing book returns. The instructions must include the following: o Greet the customer. o Automatically open the case form for the book return, o Close the session with the customer.
• Allow agents to use different channels such as short message service (SMS), social, and call when providing service to customers.
• Enable a new text SMS channel for the agents.
• Improve the agents' capability to search using AI suggestions.
• Provide agents with real-time recommendations on similar cases and knowledge-base articles.
• Allow agents to know the customer’s point of view on the service.
• Provide a solution that will identify an agent's supervisor when a customer has a negative experience.
• Improve how the agents' skills and profiles are maintained.
• Route calls to agents who can support French-speaking customers.
• Configure the French language as a skill for agents who support French-speaking customers.
• Provide access to the Omnichannel agent app and productivity tools for supervisors and agents.
• Provide the customer service supervisor with the ability to create agent scripts for Omnichannel agents and a workstream for SMS. The customer service supervisor must also be able to edit an existing workstream.
• Provide the customer service supervisor with the ability to track sentiment in real time.
• Provide agents with AI suggestions on the recent contact that worked on similar cases.
Customer Service - Repairs -
The company has the following requirements for repair requests:
• Dispatchers must be able to track a technician and schedule jobs for technicians based on availability.
• A dispatcher named UserA must be able to create a new view to display only unscheduled work orders. The view must be displayed only when the work orders are open-unscheduled, and the substatus is ready to dispatch work orders.
• The technician dispatch team must be able to create a Schedule tab in the schedule board.
• Dispatchers must be able to track technicians' utilization by using personal color codes.
• The field technician's security role must be field service technician.
Issues -
The company reports the following issues:
• Agents spend most of their time doing repetitive tasks during support calls or chats.
• There is no guided process for agents to follow the steps when a customer calls for a book return.
• Customer service managers are not able to provide real-time recommendations to customers using AI suggestions.
• A new channel for SMS is not sending conversations to agents. Agents are required to answer conversations manually.
• The company is not able to retain customers who have a negative experience with the customer service agents.
• Agents are not able to use the schedule board to schedule repair work orders by using a custom view.
• The skills and proficiency model are not defined for the agents. Calls from French-speaking customers are not routed to the appropriate agents.
You need to implement a solution for the customer service supervisor.
Which two security roles should you assign to the customer service supervisor?
Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Omnichannel administrator
B. Omnichannel supervisor
C. App profile manager administrator
D. Productivity tools administrator
Show Answer
Correct Answer: A, D
Explanation: The supervisor must manage Omnichannel configuration such as creating and editing workstreams and enabling channels like SMS, which requires the Omnichannel administrator role. They also must create and manage agent scripts and productivity features used by agents, which requires the Productivity tools administrator role. The Omnichannel supervisor role focuses on monitoring and supervision, not configuration, and App profile manager administrator is not required for the stated needs.
Question 55
HOTSPOT
-
You are customizing an Omnichannel for Customer Service implementation.
Customers take a pre-chat survey on a chat widget on the portal. Customers are required to accept the portal’s privacy policy before they can take the survey.
A call center manager wants to auto pick account or contact information for customer service agents based on the survey.
You need to configure the pre-chat survey question field to meet the requirements.
Which option should you select for each pre-chat survey question field? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Single line
Name
Explanation: A single-line question type is required to capture structured text that can be mapped for record identification, and the Name field enables Omnichannel to auto-pick account or contact information for agents.
Question 56
DRAG DROP
-
A company uses Customer Service.
The company plans to enable a customer service agent in Omnichannel.
You need to identify the security roles that are required for the bot user.
What should you identify? To answer, move the appropriate security roles to the correct requirements. You may use each security role once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Provides bot user access to the support agent:
Omnichannel agent
Provides bot user access to search the knowledge base articles:
Productivity tools user
Explanation: In Omnichannel for Customer Service, a bot (virtual agent) requires the Omnichannel agent role to participate in conversations and route to agents, and the Productivity tools user role to access productivity features such as knowledge base search.
Question 57
HOTSPOT
-
A company is implementing Dynamics 365 Customer Service and Power Virtual Agents for its support desk.
Supervisors have the following information requirement:
• Topic analytics for all cases completed over the last year.
• Analytics for chatbot options chosen from past interactions with customers.
You need to configure the system to meet the requirements.
What should you enable in the configuration? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Historical analytics
Power Virtual Agents for topic automation
Explanation: Historical analytics provides reporting on completed cases over past periods, including topic trends. Power Virtual Agents topic automation enables analytics on chatbot topics and options selected during customer interactions.
Question 58
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
-
Lamna Healthcare Company has a call center for the city. They receive roughly 5,000 calls a day on health issues.
They have the following three departments that take calls daily:
• Chronic illnesses
• Flu-type illnesses
• Geriatric illnesses
There is a fourth area that monitors for miscellaneous issues.
They are implementing Dynamics 365 Customer Service.
Requirements. Queues
-
• A queue has to be set up for each department.
• Emails must automatically be routed to the appropriate queue.
• Miscellaneous queues must be visible to everyone.
• The other queues must be visible only to the appropriate department.
• If a case is open more than 30 days, the case must automatically be routed to the supervisor.
• There must be a button on the queue list screen to route a case to a supervisor if requested.
Requirements. Visualizations
-
• Support representatives must have a real-time view of cases assigned to them, including the status of each case.
• Support representatives must be able to see a graphic view of cases by customer that are assigned to them.
Requirements. Knowledge Base
-
• Support representatives must use the knowledge base first to try to solve issues.
• Support representatives must be able to reference the knowledge base when it is used to resolve the case.
• The knowledge base article that is used to resolve a case must always be sent to the customer.
• If the answer is not in the knowledge base, a support representative needs to create a knowledge base article.
Requirements. Cases
-
• The cases must follow a process that includes identify, research, and resolve.
• A confirmation section must be added before the resolve section.
• Customers must have contracts that allow them to call Lamna Healthcare 10 times a year for help.
• In addition to the 10 free calls, customers must be able to send 15 emails a year for support.
• Cases that come in as phone calls must be resolved with seven business days.
• Cases that come in as emails must be resolved within three business days.
Requirements. Surveys
-
• Lamna Healthcare sends out about 100,000 surveys a month.
• Lamna must use Microsoft Forms Pro for their surveys.
• All surveys must have the company logo.
• The logo’s company colors must not be changed. Any modifications to the graphic or colors is a breach of company policies.
• A survey must automatically be sent once a case is resolved.
• A manual survey must be sent if a case is escalated.
• A survey must not be sent without confirming that it is accurate.
• Supervisors must test a survey before it is finalized.
You need to choose which tools need to be created and configured to meet the following requirements.
Which tools should you configure? To answer, drag the appropriate tools to the correct requirements. Each tool 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.
Show Answer
Correct Answer: Real-time view → Interactive dashboard
Cases by customer → Chart by account
Explanation: Interactive dashboards provide live, up-to-date case status for representatives. A chart by account groups and visualizes cases per customer, meeting the requirement to view assigned cases by customer.
Question 59
HOTSPOT
-
A company uses Dynamics 365 Customer Service. The company installs Dynamics 365 Customer Service Insights.
The company wants to use dashboards to report phone calls and emails to monitor the productivity of representatives.
You need to perform the configuration.
Which configuration should you use? To answer, select the appropriate configurations in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Connection to Customer Service Insights:
Go to the Dynamics 365 Customer Service URL and choose the Dynamics 365 Customer Service Insights dashboard.
Dashboard for phone calls and emails only:
Channel
Explanation: Customer Service Insights dashboards are accessed directly from the Customer Service app. To report only on phone calls and emails, the dashboard must be filtered by interaction channel.
Question 60
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 chatbot.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Enable AI suggestions with the chatbot.
B. Enable a Microsoft Copilot Studio chatbot to end conversations.
C. Add the chatbot to an existing human agent queue.
D. Configure context variables for the chatbot.
E. Create a chatbot queue and a human agent queue.
Show Answer
Correct Answer: B, D
Explanation: The chatbot must support escalation to and from live agents. Enabling a Copilot Studio chatbot to end conversations allows proper handoff and return between the bot and human agents, meeting the escalation requirement. Configuring context variables is required to pass customer details, session context, and routing information between the chatbot and Omnichannel. Creating additional queues is unnecessary and conflicts with the requirement to minimize workstreams and routing rules.
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