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Skills Measured

MB-230 test assesses the candidates in the following skills areas:

  • Managing analytics
  • Managing entitlements, queues, and service-level agreements (SLAs)
  • Omnichannel for customer service
  • Knowledge and case management
  • Implementing scheduling

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.

The benefit of obtaining the MB-230: Microsoft Dynamics 365 Customer Service Exam Certification

  • Microsoft MB-230 Certifications provide opportunities to get a job easily in which they are interested in instead of wasting years and ending without getting any experience.
  • Microsoft MB-230 certification has more useful and relevant networks that help them in setting career goals for themselves. **Microsoft MB-230 networks provide them with the correct career guidance than non certified generally are unable to get.
  • Microsoft MB-230 Exam provide proven knowledge to use the tools to complete the task efficiently and cost effectively than the other non-certified professionals lack in doing so.
  • Increases Efficiency : Professional certifications are a great assistance to furnish your consultancy with a firm foundation. This advanced information, and knowledge you gain during attaining specialized certification can give you with up-to-date tools and technical strategies that will serve to guide and direct you in the execution of your projects, allowing you to manage all aspects of your work more effectively.
  • Microsoft MB-230 will be confident and stand different from others as their skills are more trained than non-certified professionals.
  • Microsoft MB-230 Certification provides practical experience to candidates from all the aspects to be a proficient worker in the organization.
  • Microsoft MB-230 Certification is distinguished among competitors. Microsoft MB-230 certification can give them an edge at that time easily when candidates appear for employment interview, employers are very fascinated to note one thing that differentiates the individual from all other candidates.

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

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Who should take the MB-230: Microsoft Dynamics 365 Customer Service Exam

The Microsoft MB-230 Exam certification is an internationally-recognized certification which help to have validation for those professionals who are keen to make their career in Dynamics 365 Customer Service

This exam aspirant are validated on ability to accomplish the following technical tasks: perform configuration; manage cases and the knowledge base; manage queues, entitlements, and SLAs; and configure voice of the customer.These candidates can go for this exam.

  • Marketing consultants

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Microsoft MB-230日本語 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: 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
      Topic 2: Implement routing and work distribution2-6%- Configure unified routing
      • 1. Define routing rules and decision trees
        • 2. Set up workstreams and queues
          Topic 3: Implement scheduling10-14%- Configure service scheduling
          • 1. Set up resources and resource groups
            • 2. Implement scheduling rules and availability
              • 3. Define service activities and requirements
                Topic 4: 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
                    Topic 5: Manage cases and knowledge management51-55%- Implement knowledge management
                    • 1. Integrate knowledge with cases and portals
                      • 2. Configure knowledge search and recommendations
                        • 3. Create and manage knowledge articles
                          - Configure Dynamics 365 Copilot for Service
                          - Create and manage cases
                          • 1. Implement case routing and queues
                            • 2. Manage case hierarchies and relationships
                              • 3. Configure case types and statuses
                                Topic 6: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                Topic 7: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                                • 1. Define SLA KPIs and timelines
                                  • 2. Configure SLA actions and warnings
                                    • 3. Manage SLA calculations and pauses
                                      - Configure entitlements
                                      • 1. Define entitlement terms and restrictions
                                        • 2. Associate entitlements with customers and cases
                                          Topic 8: Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
                                          • 1. Integrate channels and productivity tools
                                            • 2. Set up app profiles and session templates

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