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Microsoft MB-230 certification exam is designed for professionals who want to become certified as a Microsoft Dynamics 365 Customer Service Functional Consultant. Microsoft Dynamics 365 Customer Service Functional Consultant certification exam tests the candidate's knowledge and skills in implementing and configuring customer service solutions for businesses using Microsoft Dynamics 365. MB-230 exam consists of multiple-choice questions and simulations, which test the candidate's ability to design and implement customer service solutions, manage cases and knowledge base, and configure the application for customer service.

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The MB-230 exam is intended for individuals who have experience working with Dynamics 365 Customer Service, and are familiar with the customer service module's features and functionality. Candidates are expected to have a strong understanding of customer service business processes and should be able to map these processes to Dynamics 365 Customer Service. Passing the MB-230 exam demonstrates that the candidate has the skills and knowledge required to implement and customize customer service solutions in Microsoft Dynamics 365.

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

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Microsoft MB-230 Exam Syllabus Topics:

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

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