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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.

The Microsoft MB-230 validation is an associate-level exam, which aims at equipping the candidates with the knowledge and skills required to implement omnichannel solutions for the purposes of reliability, quality, efficiency, service, and customer satisfaction. It is an ideal exam for candidates who have a passion for the implementation and design of service management reports and visualizations.

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Skills Measured in MB-230 Exam

The Microsoft Dynamics 365 Customer Service certification exam tests one’s knowledge of customer service. Thus, the candidates should have in-depth knowledge of the industry terminology, standards, customer service operations. They should have solid skills to meet user needs by working with Dynamics 365 customer service. To add more, they should a deep comprehension of knowledge management, SLAs, Power Virtual Agents, Customer Service Insights, as well as Omnichannel for Customer Service.

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

Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implement routing and work distributionnull- Configure unified routing
  • 1. Set up workstreams and queues
    • 2. Define routing rules and decision trees
      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. Define entitlement terms and restrictions
              • 2. Associate entitlements with customers and cases
                Topic 3: Manage cases and knowledge management51-55%- Implement knowledge management
                • 1. Integrate knowledge with cases and portals
                  • 2. Create and manage knowledge articles
                    • 3. Configure knowledge search and recommendations
                      - Configure Dynamics 365 Copilot for Service
                      - Create and manage cases
                      • 1. Configure case types and statuses
                        • 2. Implement case routing and queues
                          • 3. Manage case hierarchies and relationships
                            Topic 4: Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
                            • 1. Build custom dashboards and visualizations
                              • 2. Use out-of-box Customer Service reports
                                - Implement Customer Voice surveys and feedback
                                Topic 5: 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 6: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                    Topic 7: 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 8: 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

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