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Analytics Management: 10-15%

  • Customer Service Insights Configuration: This section requires one’s knowledge of use cases and capabilities of Customer Service Insights dashboards. It also measures the skills in managing workspaces and connecting to Customer Service Insights.
  • Visualization Creation & Configuration: The candidates need to possess the expertise in designing and creating charts and reports with the use of Design wizard. This subtheme will also evaluate the competence of the examinees in configuring interactive dashboards.

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

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Associated Certification

The Microsoft MB-230 is one of the certification exams required to earn the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate. This certificate is appropriate for individuals who want to develop CX solutions that are agile, fast, and leverage Artificial Intelligence to anticipate business needs. To get certified, however, every candidate is required to pass PL-200 exam in addition to MB-230.

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Main Requirements for Microsoft MB-230 Exam

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.

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Microsoft MB-230: Details and Topics

The MB-230 test is available in the English language. The candidates should review the official exam objectives before taking this test. This is because Microsoft regularly updates the exam topics to align with the dynamic evolvement of the industry. To register for this test, the applicants must pay the fee of $165. The formats of the questions that may appear in the exam are multiple choice, case studies, drag and drop, build list, and active screen, among others. The number of questions contained in Microsoft MB-230 is usually between 40 and 60 and the time for their completion is 120 minutes.

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement Connected Customer Service2-6%- Set up IoT and field service integration
Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
- Create and manage dashboards and reports
  • 1. Build custom dashboards and visualizations
    • 2. Use out-of-box Customer Service reports
      Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
      • 1. Set up app profiles and session templates
        • 2. Integrate channels and productivity tools
          Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
          • 1. Define entitlement terms and restrictions
            • 2. Associate entitlements with customers and cases
              - Implement SLAs
              • 1. Configure SLA actions and warnings
                • 2. Define SLA KPIs and timelines
                  • 3. Manage SLA calculations and pauses
                    Implement scheduling10-14%- Configure service scheduling
                    • 1. Implement scheduling rules and availability
                      • 2. Define service activities and requirements
                        • 3. Set up resources and resource groups
                          Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
                          • 1. Connect Customer Service with other apps
                            • 2. Create custom forms and workflows
                              Implement routing and work distributionnull- Configure unified routing
                              • 1. Define routing rules and decision trees
                                • 2. Set up workstreams and queues
                                  Manage cases and knowledge management51-55%- Implement knowledge management
                                  • 1. Configure knowledge search and recommendations
                                    • 2. Integrate knowledge with cases and portals
                                      • 3. Create and manage knowledge articles
                                        - Configure Dynamics 365 Copilot for Service
                                        - Create and manage cases
                                        • 1. Configure case types and statuses
                                          • 2. Manage case hierarchies and relationships
                                            • 3. Implement case routing and queues

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