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SLA, Entitlements, and Queues Management: 15-20%

  • SLAs Creation & Management: The candidates need to demonstrate their skills in creating and defining SLAs, configuring SLA settings, and manually applying SLAs. This domain will also evaluate competence in configuring holiday schedules, configuring customer service schedules, and implementing actions with the use of Power Automate.
  • Queues Creation & Management: This subject area requires your competence in configuring queues and entities or queues, performing queue operations, and adding activities & cases to queues.
  • Entitlement Creation & Management: This section measures the learners’ skills in configuring entitlements, activating and deactivating entitlements, and creating and defining entitlements. It also covers their skills in renewal or cancelation of an entitlement.

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To stand a chance of passing any IT certification exam, the candidates must be well conversant with its topics. For the Microsoft MB-230 test, the domains are mentioned below:

  • Manage Analytics (10-15%)

    The last objective that you need to deal with is all about the configuration of Customer Service Insights and creation of visualizations. The learners need to understand how to manage workspaces, design charts, and connect to Customer Service Insights.

  • Manage Queues, Entitlements, & SLAs (15-20%)

    Solving the items aligned to this topic, the candidates should have the ability to create and manage queues and entitlements, differentiate queue types, create and manage SLAs, assign an entitlement to a case, manage cases with SLAs, use SLAs on-demand, as well as define and create SLAs.

  • Manage Cases & Knowledge Management (20-25%)

    The first subject area of the exam is about creating and managing cases, implementing the knowledge management, as well as configuring and automating cases. This means that you need to be able to configure cases and merge them, implement Advanced Similarity rules, and configure Status Reason transitions.

  • Implement Omnichannel for a Customer Service (30-35%)

    For this broad domain, you need to be able to manage channels, implement Power Virtual Agents, configure the agent and supervisor experience, distribute work, manage channels, and deploy Omnichannel for Customer Service. These areas include your ability to manage queues, configure channels and work streams, as well as escalate conversations to a live agent.

  • Implement Scheduling (10-15%)

    This knowledge area is about the management of resources and services. To answer the questions from this section, you need to have the skills in configuring work hours, business closures, equipment, and facilities. Also, you need to be able to develop schedule boards and schedule service activities.

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

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How to book the MB-230: Microsoft Dynamics 365 Customer Service Exam

These are following steps for registering the MB-230: Microsoft Dynamics 365 Customer Service exam.

  • Step 1: Visit to Microsoft Learning and search for MB-230: Microsoft Dynamics 365 Customer Service
  • Step 2: Sign up/Login to Pearson VUE account
  • Step 3: Select local centre based on your country, date, time and confirm with a payment method.

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Microsoft MB-230: Target Audience and Prerequisites

The candidates for this certification exam are Dynamics 365 Customer Service Functional Consultants. These professionals cooperate with the Customer Engagement Administrators to upgrade and implement different components of Power Platform, which include customer feedback, connected services, and knowledge management.

The Microsoft MB-230 exam is an associate-level certification test, which means that it does not have any official prerequisites. However, the students should have extensive knowledge of customer services. These include understanding the industry terminologies, standards, priorities, methodologies, best practices, and customer service operations. They should also have practical skills in meeting the needs of users through the Dynamics 366 customer service. These cover the areas, such as cases, resource scheduling, knowledge management, and Customer Service Insights. In addition, the learners should be conversant with entitlements, queues, visualization, Omnichannel for Customer Service, Power Virtual Agents, and Service Level Agreements.

Microsoft MB-230日本語 Exam Syllabus Topics:

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

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