DRAG DROP
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A company uses Dynamics 365 Customer Service.
Customer service agents must be able to connect individual cases to a Microsoft Teams channel, to enhance productivity and collaboration.
You need to enable this capability for the customer service agents.
Which three 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.
Show Answer
Correct Answer: 1. Assign the Global Admin role.
2. Turn on Enhanced Microsoft Teams Integration.
3. Turn on linking of Dynamics 365 records to Microsoft Teams channels.
Explanation: Enhanced Teams integration must be enabled by a Global Administrator before record-to-channel linking can be configured. Linking Dynamics 365 records to Teams channels then enables connecting individual cases to Teams channels.
Question 74
A company uses Dynamics 365 Customer Service. An administrator for the company is configuring Copilot for agents.
The company requires reports on agent transactions and interactions with Copilot.
You need to recommend a feature or component that the administrator should configure.
Which component or feature should you recommend?
A. Custom Dynamics 365 Help page
B. Ask a Question in Copilot in Customer Service
C. Smart assist
D. Agent experience data setting in the Copilot Help pane
E. Make Copilot available to agents setting in the Copilot Help pane
Show Answer
Correct Answer: D
Explanation: To generate reports on agent transactions and interactions with Copilot, the administrator should configure the Agent experience data setting in the Copilot Help pane. This setting records agent interactions with Copilot, agent actions, and feedback on AI suggestions, enabling reporting and analysis. The other options either enable Copilot features or provide assistance but do not configure the telemetry needed for reporting.
Question 75
DRAG DROP
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A company uses Dynamics 365 Customer Service. You are configuring Knowledge Management capabilities for the company.
The company works frequently with not-for-profit agencies that are based in various countries/regions. The company requires the ability to use Knowledge Management capabilities to provide article suggestions based on the location of each agency in a country/region.
You need to implement Knowledge Management to meet the requirements.
Which three 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.
Show Answer
Correct Answer: Navigate to the Customer Service admin center.
Add an Account record type.
Enable automatic search for Address 1: Country/Region.
Explanation: Knowledge search configuration is managed in the Customer Service admin center. To suggest knowledge based on an agency's country, enable Knowledge Management for the Account record and configure automatic search to use the Account Address 1: Country/Region field.
Question 76
HOTSPOT
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A company uses Dynamics 365 Customer Service. The company recently rebranded, including updating product terminology.
The company requires a knowledge base for support staff to resolve customer cases more effectively.
The knowledge base must provide the following capabilities:
• Provide Knowledge Search capabilities for support staff.
• Ensure only current and accurate Knowledge articles are returned from searches.
• Update information with new branding and product terminology.
You need to configure the knowledge base capabilities.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Show Answer
Correct Answer: Configure Knowledge article search: Set up Dataverse search.
Ensure only current and accurate search results are returned: Enable Knowledge article versioning.
Update branding and product terminology efficiently: Perform a bulk record update.
Explanation: Dataverse search powers Knowledge Search. Versioning keeps articles current through controlled revisions and publishing. A bulk record update is the most efficient way to update branding and terminology across many knowledge articles.
Question 77
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.
Overview -
The Phone Company provides mobile devices and services to corporate clients. Each client corporation has different agreements and service level agreements (SLAs) in place. Most clients have agreements that last one year and have 30 cases available. Half the cases may be opened by phone. The other half may be opened by email.
The company has an existing on-premises software system. The current system no longer meets the company’s needs.
The support desk is open 8:00 am to 8:00 pm Eastern Standard Time.
Requirements -
Support desk -
The company plans to implement Dynamics 365. The solution will include a custom entity that needs to be search enabled.
You must configure the system to ensure that you can determine how many support tickets and new orders tickets are received. You must be able to determine which device types have the most tickets opened for issues. Business hours in the system must reflect the hours support staff is scheduled.
Case handling -
• New cases must automatically route to the correct support group by phone type or new purchase group without requiring custom code.
• The system must automatically create a case when email is received by companies that are not in the system.
• The system must automatically send a response to an email sender upon case creation for new orders, but not for service records.
• Users must be able to initiate routing for manually created cases.
• The system must create sub-cases from one customer with different cases and also if the same issue is reported by several customers. Subcases must inherit the following fields: customer name, contact email address and case title.
• Main cases must not be closed until all the sub-cases are closed.
• Separate groups must be created for each type of service and each phone type. Access to the groups must be restricted to team members that support that service or phone type.
• When importing from the old system, old cases do not need to be routed to the correct support group.
Knowledge base -
• Users must be able to search the knowledge base when opening a new case form or when checking on cases.
• Users must be able to use relevant searches and include any customer entities.
Dashboards -
• Managers must be able to see a real-time list of open cases, open activities, and expiring entitlements all on one page.
• Managers must also be able to see all open cases, escalated cases and cases by representatives on one screen. Managers must be able to drill down within each area.
• Managers need a dashboard that displays weekly statistics for cases and representatives.
• Each representative needs to see their own tickets that are opened for the day, week, and month as well as their closed tickets.
Service-level agreements -
• Most customers must be contacted within 90 minutes of their case being opened.
• Some customers can purchase faster service on call backs.
• Emails must be sent to support managers when service-level agreements (SLAs) are missed.
• Support representatives must be able to see a timer on each case form to ensure they are adhering to their SLAs.
• SLA KPIs must be tracked in the system.
• SLA KPIs must appear on the case form.
• Cases must be able to be placed on hold if issues arise with related contracts.
Issues -
Users report they are not able to search the Knowledge Base.
You need to create the queue for cases.
What type of queue should you create?
A. Teams
B. Public
C. Product
D. Private
E. Service
Show Answer
Correct Answer: D
Explanation: Use a private queue. Private queues restrict access to specific users or team members, matching the requirement that separate groups be created for each service and phone type with access limited to the supporting team. Public queues are broadly accessible, and the other options are not queue types used for this purpose.
Question 78
Your company uses Dynamics 365 Customer Service. You create the following support offerings. Customers must choose one of the three offerings.
• Email only
• Phone only
• Half phone and half email
You allocate 50 cases to each support offering.
You need to create the entitlement with terms that adhere to the support offerings.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Create one entitlement template that includes the three different terms. Apply the template to the customer, and then remove the terms that do not apply.
B. Create a new entitlement for each new support offering for the customer, with terms equal to 25 phone calls and 25 emails.
C. Create a new entitlement for each new support offering for the customer, with terms equal to 50 phone calls and 50 emails.
D. Create different entitlement templates for each set of terms. Apply the appropriate template to the customer.
E. Create three entitlement templates with terms for 50 calls and 50 emails. Apply the template to the customers as they sign the support offering.
Show Answer
Correct Answer: A, D
Explanation: Use entitlement templates to standardize support offerings. Either create separate templates for each offering (email-only, phone-only, and mixed 25 phone/25 email) and apply the appropriate one, or create a single template containing all term configurations and remove the terms that do not apply after applying it. The options that assign identical phone/email terms to every entitlement do not match the required offerings.
Question 79
DRAG DROP
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You manage Dynamics 365 Customer Service. You have a routing rule set named CustomerResolution that assigns general inquiry cases to a queue named GeneralInquiry.
You need to assign technical support cases to a queue named TechSupport.
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.
Show Answer
Correct Answer: Create a queue named TechSupport
Deactivate the routing rule named CustomerResolution
Create a rule item named TechSupport for the routing rule. Then, create a rule criteria and route it to the TechSupport queue
Activate CustomerResolution
Explanation: A queue must exist before routing to it. Existing routing rules must be deactivated before editing. Add a new rule item with criteria for technical support cases that routes to the TechSupport queue, then reactivate the routing rule.
Question 80
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 configure the SMS workstream.
What should you use?
A. the existing fallback queue
B. a new fallback queue
C. the work distribution mode set to push
D. the work distribution mode set to pull
Show Answer
Correct Answer: C
Explanation: For an SMS workstream in Omnichannel, conversations should be automatically assigned to available agents. This requires the work distribution mode to be set to Push. Pull mode requires agents to manually pick work items, which matches the reported issue that agents must answer conversations manually. Fallback queues are used when routing cannot find a suitable destination, not to control automatic assignment behavior.
Question 81
DRAG DROP
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You are using Omnichannel for Customer Service.
You need to configure Power Virtual Agents to route calls to a live representative when cases come into Dynamics 365 Customer Service.
Which three 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.
Show Answer
Correct Answer: Select or create a work stream.
Create context variables.
Create a routing rule for a human agent and add the rule to the work stream.
Explanation: To hand off from a Power Virtual Agent to a live representative in Omnichannel, first configure the workstream, then define context variables passed during escalation, and finally configure human-agent routing on that workstream.
Question 82
You are configuring Microsoft Teams chat integration for a custom model-driven application.
Users report that they are unable to use the chat feature in the app.
You determine that the capability has not yet been enabled.
You need to enable the functionality.
Which area should you access to enable it?
A. Maker Portal
B. Microsoft Teams admin center
C. Microsoft Dynamics 365 Customer Service admin center
D. Microsoft Power Platform admin center
Show Answer
Correct Answer: D
Explanation: Microsoft Teams chat integration for model-driven apps is enabled at the environment level in the Microsoft Power Platform admin center. The Maker Portal is used for app customization, the Teams admin center manages Teams service settings rather than this app integration, and the Customer Service admin center is specific to Customer Service workloads.
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