Exam MB-230: Microsoft Dynamics 365 for Customer Service

Exam Number: MB-230 Length of test: 120 mins
Exam Name: Microsoft Dynamics 365 for Customer Service Number of questions in the actual exam: 40-60
Format: PDF, VPLUS Passing Score: 700/1000

Total Questions: 308

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Last updated: November-2024

Total Questions: 308

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Last updated: November-2024

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Study guide for Exam MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

Audience profile

As a candidate for this exam, you’re a functional consultant with customer service expertise. You’re responsible for implementing solutions that focus upon:

  • Customer service
  • Quality
  • Reliability
  • Efficiency
  • Customer satisfaction

You design and implement service management processes and automation in collaboration with solution architects and developers. You coordinate with customer engagement administrators to implement and upgrade customer service components including:

  • Dynamics 365 Contact Center
  • Microsoft Copilot in Customer Service
  • Collaboration
  • Knowledge management
  • Customer feedback

You must have strong applied knowledge of customer service, including in-depth understanding of cases, knowledge management, queues, service scheduling, service-level agreements (SLAs), Microsoft Copilot Studio, Customer Service applications, Customer Voice, basic and unified routing, and Contact Center.

As a functional consultant, your knowledge should include:

  • Comprehensive understanding of the customer service application’s role in relationship to the Dynamics 365 suite of apps.
  • Basic understanding of the solution architecture.

Skills at a glance

Manage cases, Knowledge Management, and feedback (40–45%)

  • Create and manage cases
  • Define and configure foundational Customer Service components
  • Create and administer Knowledge Management
  • Capture customer feedback by using Customer Voice
  • Manage collaboration
  • Manage Copilot features
  • Create and manage SLAs for cases

Implement scheduling and routing (10–15%)

  • Configure service scheduling
  • Configure routing

Implement Dynamics 365 Contact Center (20–25%)

  • Deploy Contact Center
  • Manage channels
  • Configure agent productivity features
  • Configure agent workspaces

Extend Customer Service by using Microsoft Power Platform (15–20%)

  • Configure model-driven apps for Customer Service
  • Create custom apps for Customer Service
  • Implement Copilot Studio for Customer Service scenarios
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