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Microsoft MB-230 Exam Syllabus Topics:
| Topic | Details |
|---|
Manage cases and Knowledge Management (20-25%) |
| Create and manage cases | - configure cases - manage case lists - create and search for case records - convert activities to cases - perform case resolution - implement parent/child cases - merge cases - set autonumbering for customer service entities |
| Configure and automate cases | - implement Advanced Similarity rules - implement record creation and update rules - implement case routing rules - customize the Case Resolution form - configure Status Reason transitions - configure business process flows- capture customer feedback by using Customer Voice |
| Implement Knowledge Management | - configure the Knowledge Search control - link an article with a case - use knowledge management to resolve cases - manage the knowledge management article lifecycle - manage Knowledge management articles - configure entities for Knowledge Management - manage Knowledge article templates - implement knowledge search - enable Relevance Search - configure categories and subjects - convert cases to knowledge articles |
Manage queues, entitlements, and service-level agreements (SLAs) (15-20%) |
| Create and manage queues | - describe use cases for each queue type - configure queues - add cases and activities to queues - configure entities for queues - perform queue operations |
| Create and manage entitlements | - configure entitlements - define and create entitlements- manage entitlement templates - activate and deactivate entitlements- renew or cancel an entitlement
|
| Create and manage SLAs | - define and create service-level agreements (SLAs) - configure SLA settings - configure a holiday schedule - configure a customer service schedule - implement actions by using Power Automate - manage cases that are associated with SLAs - manually apply an SLA - create and manage SLA items |
Implement scheduling (10-15%) |
| Manage resources | - configure business closures - configure organizational units - configure resources - configure work hours - configure facilities and equipment |
| Manage services | - define services - schedule a service activity - configure fulfillment preferences - create a schedule board - schedule a service activity by using the schedule board |
Implement Omnichannel for Customer Service (30-35%) |
| Deploy Omnichannel for Customer Service | - provision Omnichannel for Customer Service - define user settings - configure application setting - manage queues - configure skills-based routing |
| Implement Power Virtual Agents | - describe Power Virtual Agents components and concepts - integrate Power Virtual Agents with Dynamics 365 Customer Service- escalate conversations to a live agent |
| Manage channels | - describe use cases for the Channel Integration Framework - configure channels - enable the chat widget on websites - configure pre-chat surveys - configure proactive chat - configure Secure Message Service (SMS) |
| Distribute work | - describe difference between entity routing and channel routing - configure work streams - configure entity routing - configure routing values - implement context variables |
| Configure the agent experience | - create macros - define agent scripts - configure Quick Responses - configure sessions and applications - configure notifications |
| Configure the supervisor experience | - configure Omnichannel Insights dashboard - configure intraday insights - customize KPIs for intraday insights - enable sentiment analysis |
Manage analytics (10-15%) |
| Configure Customer Service Insights | - describe capabilities and use cases for Customer Service Insights dashboards - connect to Customer Service Insights- manage workspaces |
| Create and configure visualizations | - configure interactive dashboards - design and create charts - design reports by using the Design wizard |
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Topics of MB-230: Microsoft Dynamics 365 Customer Service Exam
Candidates must know the exam topics before they start of preparation.
because it will really help them in hitting the core.
Our Microsoft MB-230 exam dumps will include the following topics:
1. Perform configuration (25-30%)
Configure Service Management settings
- Describe process of record creation and update rules
- Configure customer service schedule
- Configure queues
- Create routing rules
- Configure services
- Configure categories and subjects
- Configure user work hours
- Configure cases
- Configure goal management components
- Configure customer service security roles
- Configure holiday schedule
Configure processes
- Implement business process flows from Microsoft AppSource
- Configure custom business process flows
Create and configure customer service visualizations
- Configure customer service content pack for Power BI
- Design and create customer service charts
- Configure customer service dashboards
- Execute and analyze customer service reports
2. Manage cases and the knowledge base (30-35%)
Create and manage cases
- Configure status reason transitions
- Perform case resolution
- Implement parent/child cases
- Convert activities to cases
- Merge cases
- Create and search for case records
- Manage case list
- Implement case routing rules
Create and manage the knowledge base
- Create and manage knowledge base article lifecycle
- Link an article with a case
- Configure entities for knowledge management
- Search for articles
- Use the knowledge base to resolve cases
- Create and manage knowledge base articles
3. Manage queues, entitlements, and SLAs (25-30%)
Create and manage queues
- Implement case routing
- Configure record creation and update rules
- Configure entities for queues
- Configure queue email settings
- Differentiate queue types
- Add cases and activities to queues
Create and manage entitlements
- Manage entitlement templates
- Activate and deactivate entitlements
- Renew or cancel an entitlement
- Define and create entitlements
- Assign an entitlement to a case
Create and manage SLAs
- Manage cases with SLAs
- Implement actions and details
- Use SLAs on-demand
- Define and create SLAs
- Determine SLA conditions
- Create and manage SLA items
4. Configure voice of the customer (15-20%)
Create surveys
- Identify survey question types
- Create a theme and upload images
- Configure response routing
- Configure survey scoring
- Configure survey unsubscription options
- Add pages to a survey and personalize data
- Identify respondent types
- Add survey questions
Preview, test, and publish surveys
- Clone, import, and translate surveys
- Distribute survey link using email
- Embed a survey in a web page
Manage survey responses
- Implement workflow conditional logic for survey actions
- Determine report types
- Create business actions based upon survey responses
- Summarize survey results
Reference: https://www.microsoft.com/en-us/learning/exam-mb-230.aspx
Associated Certification
The Microsoft MB-230 is one of the certification exams required to earn the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate. This certificate is appropriate for individuals who want to develop CX solutions that are agile, fast, and leverage Artificial Intelligence to anticipate business needs. To get certified, however, every candidate is required to pass PL-200 exam in addition to MB-230.
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Microsoft MB-230日本語 Exam Syllabus Topics:
| Section | Weight | Objectives |
| Implement Connected Customer Service | 2-6% | - Set up IoT and field service integration
|
| Manage entitlements and service level agreements (SLAs) | 15-19% | - Implement SLAs
- 1. Manage SLA calculations and pauses
- 2. Configure SLA actions and warnings
- 3. Define SLA KPIs and timelines
- Configure entitlements
- 1. Define entitlement terms and restrictions
- 2. Associate entitlements with customers and cases
|
| Implement Customer Service multi-session experience | 5-9% | - Configure Customer Service workspace
- 1. Set up app profiles and session templates
- 2. Integrate channels and productivity tools
|
| Implement routing and work distribution | null | - Configure unified routing
- 1. Define routing rules and decision trees
- 2. Set up workstreams and queues
|
| Manage cases and knowledge management | 51-55% | - Configure Dynamics 365 Copilot for Service
- Create and manage cases
- 1. Implement case routing and queues
- 2. Manage case hierarchies and relationships
- 3. Configure case types and statuses
- Implement knowledge management
- 1. Integrate knowledge with cases and portals
- 2. Create and manage knowledge articles
- 3. Configure knowledge search and recommendations
|
| Manage analytics, visualizations, and insights | 5-9% | - Create and manage dashboards and reports
- 1. Use out-of-box Customer Service reports
- 2. Build custom dashboards and visualizations
- Implement Customer Voice surveys and feedback
|
| Implement scheduling | 10-14% | - Configure service scheduling
- 1. Define service activities and requirements
- 2. Set up resources and resource groups
- 3. Implement scheduling rules and availability
|
| Implement Microsoft Power Platform integration | 2-6% | - Integrate Power Apps and Power Automate
- 1. Create custom forms and workflows
- 2. Connect Customer Service with other apps
|