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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

  • Configure categories and subjects
  • Create routing rules
  • Configure customer service security roles
  • Configure cases
  • Configure holiday schedule
  • Describe process of record creation and update rules
  • Configure customer service schedule
  • Configure goal management components
  • Configure user work hours
  • Configure services
  • Configure queues

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
  • Configure customer service dashboards
  • Execute and analyze customer service reports
  • Design and create customer service charts

2. Manage cases and the knowledge base (30-35%)

Create and manage cases

  • Perform case resolution
  • Create and search for case records
  • Implement parent/child cases
  • Implement case routing rules
  • Manage case list
  • Configure status reason transitions
  • Convert activities to cases
  • Merge cases

Create and manage the knowledge base

  • Link an article with a case
  • Create and manage knowledge base article lifecycle
  • Create and manage knowledge base articles
  • Configure entities for knowledge management
  • Search for articles
  • Use the knowledge base to resolve cases

3. Manage queues, entitlements, and SLAs (25-30%)

Create and manage queues

  • Configure entities for queues
  • Implement case routing
  • Add cases and activities to queues
  • Configure record creation and update rules
  • Differentiate queue types
  • Configure queue email settings

Create and manage entitlements

  • Define and create entitlements
  • Activate and deactivate entitlements
  • Renew or cancel an entitlement
  • Manage entitlement templates
  • Assign an entitlement to a case

Create and manage SLAs

  • Define and create SLAs
  • Use SLAs on-demand
  • Determine SLA conditions
  • Manage cases with SLAs
  • Implement actions and details
  • Create and manage SLA items

4. Configure voice of the customer (15-20%)

Create surveys

  • Configure response routing
  • Create a theme and upload images
  • Identify survey question types
  • Configure survey unsubscription options
  • Add survey questions
  • Add pages to a survey and personalize data
  • Identify respondent types
  • Configure survey scoring

Preview, test, and publish surveys

  • Clone, import, and translate surveys
  • Embed a survey in a web page
  • Distribute survey link using email

Manage survey responses

  • Create business actions based upon survey responses
  • Summarize survey results
  • Implement workflow conditional logic for survey actions
  • Determine report types

MB-230 Structure

  • Candidates can take 180 minutes to complete the final exam.
  • It is delivered in English.
  • The format of the questions can be multiple-choice, drag and drop, build lists, active screen, etc.
  • The cost of such an exam is $165 based on the country, where the exam is proctored.
  • The number of questions ranges from 40 to 60.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-230.aspx

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MB-230: Microsoft Dynamics 365 Customer Service Exam Certification Path

MB-230: Microsoft Dynamics 365 Customer Service Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with Microsoft technology are well invited to pursue this certification.

Detailed Overview of Microsoft MB-230 Exam

The Microsoft MB-230 test is known to be taken in the English language only. The number of questions can be from 40 to 60. The question formats might include case studies, fill in the blank, multiple choice, multiple select, and others. You will need to clear all of them within 150 minutes to gain more than 700 points (passing score). The fee is $165 in the United States but it can be different in other countries. The difference in the pricing is brought up by the tax policies of each country. It is a proctored exam, which can be taken online. You can also sit for it at any Pearson VUE center.

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Microsoft MB-230日本語 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage cases and Knowledge Management20%- Manage Knowledge Management
  • 1. Create and manage knowledge articles
  • 2. Use knowledge article templates
  • 3. Manage the Knowledge Management lifecycle
  • 4. Configure entities for Knowledge Management
- Create and manage cases
  • 1. Create case and child case
  • 2. Use case routing rules
  • 3. Customize case views
  • 4. Identify and create cases from activities
  • 5. Analyze cases with interactive dashboards
Topic 2: Implement Microsoft Power Platform10%- Configure Power Automate
  • 1. Create and manage flows
  • 2. Configure triggers and actions
  • 3. Use Common Data Service connector
- Configure Power Virtual Agents
  • 1. Configure topics and entities
  • 2. Create chatbots
  • 3. Integrate chatbots with Customer Service
Topic 3: Implement Connected Customer Service10%- Configure IoT integration
  • 1. Create cases from IoT alerts
  • 2. Configure IoT alerts
  • 3. Manage IoT devices
- Manage Connected Customer Service scenarios
  • 1. Configure proactive service
  • 2. Configure asset management
  • 3. Manage customer assets
Topic 4: Implement scheduling5%- Manage resources
  • 1. Define resources and resource groups
  • 2. Configure resource calendars and working hours
- Manage services
  • 1. Schedule service activities
  • 2. Define service activities
Topic 5: Manage entitlements and SLAs15%- Create and manage SLAs
  • 1. Use hierarchical SLA configurations
  • 2. Enable SLAs for entities
  • 3. Define and configure SLA KPIs
  • 4. Create SLA items and actions
- Create and manage entitlements
  • 1. Create and activate entitlements
  • 2. Apply entitlements to cases
  • 3. Define and manage entitlement templates
Topic 6: Manage analytics, visualizations, and insights10%- Configure Customer Service Insights
  • 1. Configure Customer Service historical analytics
  • 2. Configure Power BI integration
  • 3. Configure dashboards and charts
- Manage insights
  • 1. Monitor and improve service with analytics
  • 2. Analyze conversation insights
  • 3. Analyze Omnichannel insights
Topic 7: Implement multi-session experiences for Customer Service20%- Manage channels
  • 1. Configure Chat
  • 2. Configure Microsoft Teams integration
  • 3. Configure SMS
  • 4. Configure Voice
- Configure the Customer Service workspace
  • 1. Configure notifications
  • 2. Configure session management
  • 3. Configure productivity tools
  • 4. Configure apps and templates
- Configure and manage Omnichannel
  • 1. Configure work streams and queues
  • 2. Manage context variables
  • 3. Configure agent scripts
  • 4. Configure routing and assignment
Topic 8: Implement routing10%- Manage queues and routing
  • 1. Configure advanced routing rules
  • 2. Configure routing rules
  • 3. Create and manage queues
- Configure unified routing
  • 1. Configure work distribution
  • 2. Configure assignment methods
  • 3. Configure work classification

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