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Microsoft MB-230 Exam Topics, Blueprint and Syllabus

Microsoft Dynamics 365 for Customer Service

Last Update December 25, 2024
Total Questions : 309

Our Dynamics 365 for Customer Service Functional Consultant Associate MB-230 exam questions and answers cover all the topics of the latest Microsoft Dynamics 365 for Customer Service exam, See the topics listed below. We also provide Microsoft MB-230 exam dumps with accurate exam content to help you prepare for the exam quickly and easily. Additionally, we offer a range of Microsoft MB-230 resources to help you understand the topics covered in the exam, such as Dynamics 365 for Customer Service Functional Consultant Associate video tutorials, MB-230 study guides, and MB-230 practice exams. With these resources, you can develop a better understanding of the topics covered in the exam and be better prepared for success.

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Microsoft MB-230 Exam Overview :

Exam Name Microsoft Dynamics 365 for Customer Service
Exam Code MB-230
Actual Exam Duration The duration of the Microsoft MB-230 exam is 180 minutes (3 hours).
What exam is all about Microsoft MB-230 is an exam that tests the skills and knowledge of candidates in configuring, customizing, and implementing Microsoft Dynamics 365 for Customer Engagement. The exam covers various topics such as configuring sales and marketing applications, managing customer service, and implementing field service solutions. The exam is designed for individuals who are responsible for implementing and managing Microsoft Dynamics 365 for Customer Engagement in an organization. Passing this exam validates the candidate's skills and knowledge in using Microsoft Dynamics 365 for Customer Engagement to improve customer engagement and drive business growth.
Passing Score required The passing score required in Microsoft MB-230 exam is 700 out of 1000.
Competency Level required Based on the official Microsoft website, the MB-230 exam is designed for individuals who have a functional understanding of Microsoft Dynamics 365 Customer Engagement apps, including Sales, Customer Service, Field Service, and Marketing. Candidates should have experience using Dynamics 365 to perform business tasks and should have a fundamental understanding of the Dynamics 365 platform. Additionally, candidates should have a basic understanding of Microsoft Power Platform, including Power Apps, Power BI, and Power Automate.
Questions Format The Microsoft MB-230 exam consists of multiple-choice questions, drag and drop, and simulation-based questions. The exam may also include scenario-based questions that require candidates to analyze a given situation and provide the best solution. The exam is designed to test the candidate's knowledge and skills in configuring and customizing Microsoft Dynamics 365 Customer Engagement applications.
Delivery of Exam The Microsoft MB-230 exam is a computer-based exam and is delivered through the Pearson VUE testing centers.
Language offered English, German, French, Spanish, Portuguese (Brazil), Italian, Japanese, Chinese (Simplified)
Cost of exam $165 USD
Target Audience The target audience for Microsoft MB-230 exam includes individuals who are interested in becoming Microsoft Dynamics 365 Customer Engagement Functional Consultants. This exam is designed for professionals who have a strong understanding of customer engagement principles and are capable of configuring and customizing Dynamics 365 Customer Engagement applications. The target audience may include business analysts, functional consultants, project managers, and IT professionals who are responsible for implementing and managing Dynamics 365 Customer Engagement solutions. Additionally, individuals who are interested in obtaining the Microsoft Certified: Dynamics 365 Customer Engagement Functional Consultant Associate certification may also take this exam.
Average Salary in Market The average salary for a Microsoft Dynamics 365 Functional Consultant is around $87,000 per year. However, this can vary depending on factors such as location, experience, and industry. Obtaining a Microsoft MB-230 certification can potentially increase your earning potential.
Testing Provider You can visit the official Microsoft website or authorized training centers to register for the exam.
Recommended Experience The recommended experience for the MB-230 exam is: - A functional understanding of Microsoft Dynamics 365 Sales and Customer Service modules - Experience in configuring and customizing Dynamics 365 Sales and Customer Service applications - Knowledge of Power Platform and its components, including Power Apps, Power Automate, and Power BI - Familiarity with Microsoft 365 and its integration with Dynamics 365 - Understanding of common sales and customer service scenarios and processes - Experience in creating and managing workflows, business rules, and business process flows in Dynamics 365 - Knowledge of data management and data analysis in Dynamics 365 - Familiarity with security and compliance features in Dynamics 365.
Prerequisite The prerequisite for Microsoft MB-230 exam is a fundamental understanding of Microsoft Dynamics 365 and its related technologies. Additionally, candidates should have experience in configuring and customizing Dynamics 365 applications, as well as knowledge of Power Platform and Microsoft 365 technologies. It is also recommended that candidates have experience working with Microsoft Power Automate, Power Apps, and Power BI. Finally, candidates should have a basic understanding of cloud computing and Microsoft Azure.
Retirement (If Applicable) Microsoft usually announces the retirement date of an exam at least six months in advance. You can check the Microsoft website or contact their support team for the latest information on the retirement date of the MB-230 exam.
Certification Track (RoadMap): The certification track/roadmap for the Microsoft MB-230 exam is as follows: 1. Microsoft Certified: Dynamics 365 for Customer Service Functional Consultant Associate - Pass the MB-230 exam: Microsoft Dynamics 365 for Customer Service - Pass the MB-240 exam: Microsoft Dynamics 365 for Field Service 2. Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate - Pass the MB-210 exam: Microsoft Dynamics 365 for Sales - Pass the MB-230 exam: Microsoft Dynamics 365 for Customer Service 3. Microsoft Certified: Dynamics 365 for Marketing Functional Consultant Associate - Pass the MB-220 exam: Microsoft Dynamics 365 for Marketing - Pass the MB-230 exam: Microsoft Dynamics 365 for Customer Service 4. Microsoft Certified: Dynamics 365 for Finance and Operations, Financials Functional Consultant Associate - Pass the MB-310 exam: Microsoft Dynamics 365 for Finance and Operations, Financials 5. Microsoft Certified: Dynamics 365 for Finance and Operations, Supply Chain Management Functional Consultant Associate - Pass the MB-300 exam: Microsoft Dynamics 365 for Finance and Operations, Supply Chain Management 6. Microsoft Certified: Dynamics 365 for Finance and Operations, Manufacturing Functional Consultant Associate - Pass the MB-320 exam: Microsoft Dynamics 365 for Finance and Operations, Manufacturing 7. Microsoft Certified: Dynamics 365 for Finance and Operations, Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate - Pass the MB-330 exam: Microsoft Dynamics 365 for Finance and Operations, Dynamics 365 Supply Chain Management, Manufacturing 8. Microsoft Certified: Dynamics 365 for Finance and Operations, Dynamics 365 Supply Chain Management, Warehouse Management Functional Consultant Associate - Pass the MB-330 exam: Microsoft Dynamics 365 for Finance and Operations, Dynamics 365 Supply Chain Management, Warehouse Management 9. Microsoft Certified: Dynamics 365 for Finance and Operations, Dynamics 365 Supply Chain Management, Trade and Logistics Functional Consultant Associate - Pass the MB-330 exam: Microsoft Dynamics 365 for Finance and Operations, Dynamics 365 Supply Chain Management, Trade and Logistics Overall, the Microsoft MB-230 exam is a part of various certification tracks that focus on different functional areas of Dynamics 365.
Official Information https://www.microsoft.com/en-us/learning/exam-mb-230.aspx
See Expected Questions Microsoft MB-230 Expected Questions in Actual Exam
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Microsoft MB-230 Exam Topics :

Section Weight Objectives
Manage cases and Knowledge Management 20-25% Create and manage cases
  • configure cases
  • manage case lists
  • create and search for case records
  • convert activities to cases
  • perform case resolution
  • implement parent/child cases
  • merge cases
  • set autonumbering for customer service entities
Configure and automate cases
  • implement Advanced Similarity rules
  • implement record creation and update rules
  • implement case routing rules
  • customize the Case Resolution form
  • configure Status Reason transitions
  • configure business process flows
  • capture customer feedback by using Customer Voice
Implement Knowledge Management
  • configure the Knowledge Search control
  • link an article with a case
  • use Knowledge Management to resolve cases
  • manage the Knowledge Management article lifecycle
  • manage Knowledge management articles
  • configure entities for Knowledge Management
  • manage Knowledge article templates
  • implement Knowledge Search
  • enable Relevance Search
  • configure categories and subjects
  • convert cases to knowledge articles
Manage queues, entitlements, and service-level agreements (SLAs) 15-20% Create and manage queues
  • describe use cases for each queue type
  • configure queues
  • add cases and activities to queues
  • configure entities for queues
  • perform queue operations
Create and manage entitlements
  • configure entitlements
  • define and create entitlements
  • manage entitlement templates
  • activate and deactivate entitlements
  • renew or cancel an entitlement
Create and manage SLAs
  • define and create service-level agreements (SLAs)
  • configure SLA settings
  • configure a holiday schedule
  • configure a customer service schedule
  • implement actions by using Power Automate
  • manage cases that are associated with SLAs
  • manually apply an SLA
  • create and manage SLA items
Implement scheduling 10-15% Manage resources
  • configure business closures
  • configure organizational units
  • configure resources
  • configure work hours
  • configure facilities and equipment
Manage services
  • define services
  • schedule a service activity
  • configure fulfillment preferences
  • create a schedule board
  • schedule a service activity by using the schedule board
Implement Omnichannel for Customer Service 30-35% Deploy Omnichannel for Customer Service
  • provision Omnichannel for Customer Service
  • define user settings
  • configure application setting
  • manage queues
  • configure skills-based routing
Implement Power Virtual Agents
  • describe Power Virtual Agents components and concepts
  • integrate Power Virtual Agents with Dynamics 365 Customer Service
  • escalate conversations to a live agent
Manage channels
  1. describe use cases for the Channel Integration Framework
  2. configure channels
  3. enable the chat widget on websites
  4. configure pre-chat surveys
  5. configure proactive chat
  6. configure Secure Message Service (SMS)
Distribute work
  • describe difference between entity routing and channel routing
  • configure work streams
  • configure entity routing
  • configure routing values
  • implement context variables
Configure the agent experience
  • create macros
  • define agent scripts
  • configure Quick Responses
  • configure sessions and applications
  • configure notifications
Configure the supervisor experience
  • configure Omnichannel Insights dashboard
  • configure intraday insights
  • customize KPIs for intraday insights
  • enable sentiment analysis
Manage analytics 10-15% Configure Customer Service Insights
  • describe capabilities and use cases for Customer Service Insights dashboards
  • connect to Customer Service Insights
  • manage workspaces
Create and configure visualizations
  • configure interactive dashboards
  • design and create charts
  • design reports by using the Design wizard