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Microsoft MB-230 Microsoft Dynamics 365 for Customer Service Exam Practice Test

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Total 328 questions

Microsoft Dynamics 365 for Customer Service Questions and Answers

Question 1

You need to meet the automatic case creation requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 1

Options:

Question 2

You need to ensure cases are handled correctly.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 2

Options:

Question 3

You need to create the dashboards.

Which dashboard types should you use? To answer, drag the appropriate dashboard types to the correct scenario. Each dashboard 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.

Question # 3

Options:

Question 4

You need to ensure users can search the knowledge base from a case record.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Add Knowledge Base Search control to the dashboard.

B.

Check Knowledge Management from the case entity in the solution.

C.

Insert the Knowledge Base Search control on the form.

D.

Select the Knowledge Base Search control from the entity.

E.

Add the Quick Find option to the views.

Question 5

You need to implement service-level agreements.

Which type of agreements should you implement?

Options:

A.

On-demand

B.

Standard

C.

Enhanced

D.

Contact

Question 6

You need to enable relevance search for the custom entity.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Add Quick Find to the case form.

B.

Add custom entities to Configure Relevance Search in Customizations and Entities.

C.

Add Knowledge Base Search control to the forms case.

D.

Enable Relevance Search in System Settings.

Question 7

You need to add SLA timers to the Case form.

Which two options should you configure? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Create Quick View Form in SLA KPI Instance entity.

B.

Create SLA KPI Instance entity.

C.

Create field in case entity with lookup to SLA KPI Instance.

D.

Create Quick View Form in Case entity with reference to the SLA KPI Instance entity.

E.

Insert subgrid from the SLA KPI Instance entity into the Case Main form.

Question 8

You need to decide which action is applicable in the SLA.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 8

Options:

Question 9

You need to create the queue for cases.

What type of queue should you create?

Options:

A.

Teams

B.

Public

C.

Product

D.

Private

E.

Service

Question 10

You need to create an entitlement template. In System Settings, you navigate to Service Management.

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.

Question # 10

Options:

Question 11

You need to configure the system so that an email is sent to a manager about the SLAs according to the requirements.

What should you configure?

Options:

A.

Failure Action

B.

Warning Action

C.

Applicable When

D.

Success Criteria

E.

Success Action

Question 12

You are a Dynamics 365 system administrator.

The customer service desk needs to be able to apply service level agreements (SLAs) on demand to customers that do not have SLAs.

You need to determine how SLAs on demand can be assigned.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Use an existing customer SLA and change the conditions after assigning the SLA to the customer record.

B.

Create a new SLA for each case that does not have a customer SLA.

C.

Go into the SLA configuration and assign it to a customer.

D.

Automatically apply SLAs to records based on business logic.

E.

Assign SLAs manually to records.

Question 13

You need to configure the Microsoft Copilot Studio chatbot. What should you configure?

Options:

A.

Assign each queue a workstream.

B.

Add a chatbot to the workstream.

C.

Embed a chat widget in the portal.

D.

Assign chatbots to appropriate queues.

Question 14

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.

Options:

A.

Enable a Microsoft Copilot Studio chatbot to end conversations.

B.

Add the chatbot to an existing human agent queue.

C.

Enable Al suggestions with the chatbot.

D.

Create a chatbot queue and a human agent queue.

E.

Configure context variables for the chatbot.

Question 15

You need to configure the options for the schedule.

Which options should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 15

Options:

Question 16

You need to select which setting needs to be configured for each setup.

Which settings should you select? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 16

Options:

Question 17

What should managers use to perform weekly reviews with case representatives?

Options:

A.

Tier 1 dashboard

B.

Agent Insights

C.

Connected Customer Service dashboard

D.

Customer Service Performance dashboard

Question 18

You need to select the feature for each parameter.

Which feature should you use for each parameter? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 18

Options:

Question 19

You need to configure the system to notify managers about unhappy patients.

What should you do?

Options:

A.

Configure Omnichannel Insights.

B.

Set a routing rule for escalations.

C.

Change the value of the Monitor real-time customer sentiment option to Yes.

Question 20

You need to configure each escalation scenario.

Which configuration should you use for each scenario? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 20

Options:

Question 21

You need to configure the system to meet the workspace requirements for case representatives.

Which role should you assign to case representatives?

Options:

A.

Owner

B.

Maker

C.

Viewer

D.

Customer Service Schedule Administrator

E.

CSR Manager

Question 22

You need to set up the analytics functionality.

What should you do?

Options:

A.

Select the System Management menus and configure them in the settings.

B.

Connect the data through Dynamics 365 Customer Service to Dynamics 365 Customer Service Insights.

C.

Connect the data through Dynamics 365 Customer Service Insights to Dynamics 365 Customer Service.

D.

Install the solution and menu items that will appear in Dynamics 365 Customer Service.

E.

Create a new dashboard in Dynamics 365 Customer Service and select the correct information.

Question 23

You need to set up users with permissions to use the digital messaging channels.

Which role should you assign to each user? To answer, drag the appropriate roles to the correct groups of users. Each role 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.

Question # 23

Options:

Question 24

You need to configure OmniChannel to route correctly.

Which options should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 24

Options:

Question 25

You need to add the French language as a new skill. Where should you add the language?

Options:

A.

in Resource Requirement

B.

in Bookable Resource Type

C.

in Rating Value

D.

in Bookable Resource Characteristic Type

Question 26

You need to identify the productivity tools to use for the agents.

Which tools should you use? To answer move the appropriate tools to the correct requirements. You may use each tool 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.

Question # 26

Options:

Question 27

You need to configure the SMS workstream.

What should you use?

Options:

A.

the existing fallback queue

B.

the work distribution mode set to push

C.

a new fallback queue

D.

the work distribution mode set to pull

Question 28

You need to implement a solution to provide the technician's utilization.

Which solution should you use?

Options:

A.

Create multiple schedule board tabs.

B.

Use custom web resources.

C.

Change the board view settings.

D.

Use default schedule board with filters.

Question 29

You are a Dynamics 365 for Customer Service administrator creating surveys for Voice of the Customer.

You must display the question: Have you used the product before? If the response is Yes, you must display additional questions concerning the product. If the answer is No, you must display a different set of questions concerning other products.

You need to select a survey feature to use.

Which survey feature should you use?

Options:

A.

Answer tag

B.

Response routing

C.

Piping

D.

List of ratings

E.

Basic

Question 30

You work for a healthcare company that does not use Azure Active Directory

You need to escalate conversations to a live agent without using custom code when a customer discusses personal health information.

Which technologies should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 30

Options:

Question 31

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.

Your company provides clients with Dynamics 365 for Customer Service Voice of the Customer employee satisfaction surveys. The company has a standardized set of survey questions named Satisfaction Survey.

You need to customize the survey for each client.

Solution: Open the source survey and the new survey. Drag the questions from the source survey to the new survey. Then customize the questions.

Does the solution meet the goal?

Options:

A.

Yes

B.

No

Question 32

You are implementing a help desk system that enables users to submit cases by using telephone or email.

You need to ensure that cases are classified correctly.

What should you do?

Options:

A.

Configure relevance search

B.

Configure categorized search

C.

Create security roles by support function. Assign the security role to users.

D.

Modify' the subject tree.

Question 33

A company implements Dynamics 365 Customer Voice. The company sends out customer satisfaction surveys. The service team creates one survey from a blank project and others from a predefined project template.

When the company receives all the survey responses, a member of the service team must analyze the results. The member must calculate satisfaction scores to help the service manager identify required efficiency changes for the department.

You need to determine which type of satisfaction metrics to use.

Which metrics should you use? To answer, drag the appropriate metrics to the correct scores. Each metric 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.

Question # 33

Options:

Question 34

You are a Dynamics 365 for Customer Service administrator. You enable full-text, relevance, and category search.

You need to use the knowledge base search control to locate knowledge base articles that contain each of the following words anywhere in an article, regardless of which product an article refers to:

    Elevator

    Motor

    Sizing

How should you configure the search? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 34

Options:

Question 35

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 uses Dynamics 365 Customer Service Hub.

Customer service representatives must be able to perform a relevance search on name, phone number, email, and queue.

A customer service representative is not able to perform a relevance search for emails.

You need to ensure that the customer service representative can perform relevance searches for email addresses.

Solution: Enable the customization to include Knowledge Management.

Does the solution meet the goal?

Options:

A.

Yes

B.

No

Question 36

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.

Question # 36

Options:

Question 37

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?

Options:

A.

Microsoft Power Platform admin center

B.

Microsoft Teams admin center

C.

Maker Portal

D.

Microsoft Dynamics 365 Customer Service admin center

Question 38

You are a customer service representative using Dynamics 365 for Customer Service.

You need to identify and eliminate duplicate cases.

What should you do?

Options:

A.

Configure Dynamics 365 AI for Customer Service

B.

Use business rules

C.

Merge cases

D.

Use parent-child case relationships

Question 39

A company implements Dynamics 365 Customer Service.

You must create an external-facing website that allows customers to perform the following tasks:

• View the status of open support incidents.

• Search knowledge base articles.

• Access support discussion forums.

• Update customer profile information.

You need to create the portal.

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.

Question # 39

Options:

Question 40

You are a customer service manager. You define an enhanced service-level agreement (SLA).

You need to accurately record the time spent on cases by customer service representatives.

What should you do?

Options:

A.

Implement workflows on demand for the case entity

B.

Apply automatic routing rules.

C.

Apply parent-child case settings.

D.

Pause the SLA when the case is on hold.

Question 41

A company is implementing Dynamics 365 Customer Service workspaces.

As a customer service representative, you must be able to view and work on more than one work item at a time. You need to navigate between the work items that are active in the workspace. Which two methods can you use? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

Options:

A.

Select the workspace app tile.

B.

Select the session tab.

C.

Select the session pane list.

D.

Select the Dynamics 365 drop-down navigation.

Question 42

A company enables custom context variables on a chat widget.

Users report that the context variables are not being populated on new chats.

You need to troubleshoot the issue by querying the event listeners.

Which listener is required to be running?

Options:

A.

setContextProvider

B.

startProactiveChat

C.

startChat

D.

getContextProvider

E.

initializeNewConversation

Question 43

You need to configure the system to store answers about claims.

Which four actions should you perform in sequence? To answer, move all actions from the list to the answer area and arrange them in the correct order.

Question # 43

Options:

Question 44

You need to configure the settings to handle customer claims.

Which settings should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 44

Options:

Question 45

You need to create and configure objects to support the requirements.

How should you configure the system? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 45

Options:

Question 46

You need to search for answers to customer claims.

Which type of search should you perform?

Options:

A.

Timeline

B.

Quick Find

C.

Related

D.

Detail

E.

Case Relationships

Question 47

A customer has three cases in process and two cases for the current calendar year.

You need to determine how many cases the customer has left on their entitlement.

How many cases are left?

Options:

A.

20

B.

22

C.

23

D.

25

Question 48

You need to configure the correct settings.

Which settings should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 48

Options:

Question 49

You need to create the SLAs.

Which three SLAs should you create? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

SLA with 24 hours as the failure time and no warning

B.

SLA with 6 hours as the failure time and a one-hour warning

C.

SLA with 6 hours as the failure time and no warning

D.

SLA with one hour as the failure time and no warning

E.

SLA with 24 hours as the failure time and a two-hour warning

Question 50

You need to ensure that customers cannot open more cases than they are allowed.

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.

Question # 50

Options:

Question 51

You need to ensure that claim disputes conform to the defined case life cycle.

What should you configure?

Options:

A.

Related cases

B.

Case Relationships

C.

Timeline

D.

Status Reason Transition

E.

Subject

Question 52

You need to configure the queue for telephone-based cases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Create a case from email.

B.

Define an SLA and entitlements and set entitlement values for case numbers.

C.

Configure a status reason transition.

D.

Create a case routing rule.

E.

Automatically create or update records.

Question 53

You need to add the confirmation step for cases.

What should you edit?

Options:

A.

Common Data Service

B.

Business process now

C.

Workflow

D.

Power Automate

E.

Environment

Question 54

You need to determine the type of queues to create.

How should access to the queues be configured? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 54

Options:

Question 55

You need to configure entitlements for contracts.

What should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 55

Options:

Question 56

You need to configure the queues.

Which configurations should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Question # 56

Options:

Page: 1 / 33
Total 328 questions