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Knowledge Management & Cases Management: 20-25%
| Certification Vendor: | Microsoft |
| Exam Name: | Microsoft Dynamics 365 Customer Service Functional Consultant |
| Exam Number: | MB-230 |
| Exam Price: | $165 USD |
| Real Exam Qty: | 40-60 |
| Certificate Validity Period: | 1 year (renewal required) |
| Exam Format: | Multiple choice, Drag-and-drop, Case study, Yes/No |
| Exam Duration: | 100 minutes |
| Available Languages: | English, Chinese (Simplified), Japanese, Korean, German, French, Spanish, Portuguese (Brazil), Arabic (Saudi Arabia), Russian, Italian, Indonesian (Indonesia), Chinese (Traditional) |
| Related Certifications: | Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate |
| Passing Score: | 700 / 1000 |
| Sample Questions: | Microsoft MB-230日本語 Sample Questions |
| Exam Way: | Online (proctored) or at a testing center |
| Pre Condition: | None |
| Official Syllabus URL: | https://learn.microsoft.com/en-us/credentials/certifications/exams/mb-230 |
MB-230 test assesses the candidates in the following skills areas:
The first topic aims at assessing the learner's knowledge of the creation, management, configuration, and automation of cases. Thus, you will have to know how to monitor case lists, look for case records, merge various cases, transform activities into cases, and set autonumbering. In addition, you will have to execute Advanced Similarity rules, tailor the Case Resolution form, compose Status Reason transitions, and receive feedback by using Customer Voice. What is more, this part also assesses the candidates' ability to implement knowledge management in real-world scenarios. So, candidates need to master such terms as the knowledge search control, relevance search, knowledge article templates, etc.
The key management concerns in the second domain include the queues, entitlements, and SLAs. Under the management of SLAs, the candidate must have profound knowledge of the definition, creation, configuration, implementation, and manual application of SLAs into a system. More so, a clear description of the components that make up the SLA is needed. When it comes to monitoring queues and entitlements, this portion will emphasize the configuration of queues, adding activities to them, accomplishing queue operations, controlling entitlement templates, and cancelling an entitlement.
Within the third tested area, a candidate will be required to learn how to perform tasks such as the configuration of business closures, resources, work hours, equipment, facilities, etc. Besides, applicants will need to learn how to determine and schedule services, arrange fulfillment preferences, and make up a schedule board.
The next segment is concerned with the implementation of omnichannels mainly for customer service. Thus, the candidate should be able to deploy an omnichannel using a set of standards steps from the definition of user settings to configuring skills-based routing. The implementation of Power Virtual Agents is also one of the core parts of this area. Lastly, the candidate should gain hands-on skills in distributing work, and configuring both the agent experience & the supervisor experience. All in all, with such a domain, you'll master such concepts as the Channel Integration Framework, Secure Message Service, pre-chat surveys, context variables, Quick Responses, and Omnichannel Insights.
The last sector aims at assessing the candidate's knowledge in managing analytics. It involves the configuration of customer service insights, which include the description of use cases and capabilities for customer insights. It also extends to the creation and configuration of visualizations with a focus on interactive dashboards, the Design wizard, and the creation of charts.
While there are no strict prerequisites for this test, it is recommended that the candidates earn the Microsoft Certified: Dynamics 365 Fundamentals certification to understand the exam content. Microsoft MB-230 is designed for the functional consultants who possess customer service expertise. They are involved in implementing omnichannel solutions, which focus on service, efficiency, customer satisfaction, reliability, and quality. The potential candidates for this test should have solid applied knowledge that meets the user needs via the Dynamics 365 Customer Service, including the professional understanding of cases, queues, entitlements, and knowledge base.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-230.aspx
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Manage analytics, visualizations, and insights | 10% | - Manage insights
|
| Topic 2: Implement multi-session experiences for Customer Service | 20% | - Configure the Customer Service workspace
|
| Topic 3: Implement Connected Customer Service | 10% | - Configure IoT integration
|
| Topic 4: Manage entitlements and SLAs | 15% | - Create and manage SLAs
|
| Topic 5: Implement scheduling | 5% | - Manage resources
|
| Topic 6: Implement Microsoft Power Platform | 10% | - Configure Power Automate
|
| Topic 7: Manage cases and Knowledge Management | 20% | - Manage Knowledge Management
|
| Topic 8: Implement routing | 10% | - Configure unified routing
|
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