Description
Questions: 205
Release Date: 12/2021 (Last Update: 02/2023)
Job Role: Functional Consultant
Language: English
The MB-230 practice test contains 205 questions and covers the following objectives:
Manage cases and Knowledge Management – 62 questions
Create and manage cases
- Configure cases
- Manage cases
- 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
Define and configure foundational Customer Service components
- Implement Advanced Similarity rules
- Implement record creation and update rules
- Configure the Case Resolution form
- Configure Status Reason transitions
- Configure business process flows
- Configure categories and subjects
- Configure document management
- Configure basic and enhanced Teams integration
Create and administer Knowledge Management
- Configure the Knowledge Search capabilities
- Use Knowledge articles to resolve cases
- Manage the Knowledge article lifecycle
- Manage Knowledge article content and templates
- Configure tables for Knowledge management
- Convert cases to knowledge articles
- Enable AI suggested Descriptions and Keywords
Capture customer feedback by using Customer Voice
- Create a survey
- Describe survey elements including question types
- Apply formatting and branding to a survey
- Trigger distribution of a survey
- Describe and analyze survey results including CSAT and Net Promoter Score (NPS)
Manage entitlements and SLAs – 28 questions
Create and manage entitlements
- Configure and apply entitlements
- Define and create entitlements including products, channels, contacts, allocations, and service-level agreements
- 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 including KPIs, warning actions, success actions, and applicability
Implement scheduling – 8 questions
Manage resources
- Define business closures
- Configure organizational units
- Configure resources
- Configure work hours
- Configure facilities and equipment
- Configure resource categories and characteristics
Manage services
- Define services
- Schedule a service activity
- Configure fulfillment preferences
Implement multi-session experiences for Customer Service – 30 questions
Deploy Omnichannel for Customer Service
- Provision Omnichannel for Customer Service
- Configure application settings including data masking, operating hours, authentication settings, self-service settings, and sentiment analysis
- Configure work streams
- Configure routing values
- Implement context variables
- Implement security roles for omnichannel
Manage channels
- Configure channels
- Enable the chat widget on websites
- Configure pre-chat surveys
- Configure proactive chat
- Configure the voice channel
Configure agent productivity tools
- Configure quick replies
- Configure agent scripts
- Enable Smart Assist
- Create macros
Configure agent workspaces
- Configure notifications
- Configure session templates
- Create app profiles
- Configure Agent Inbox
Manage analytics and insights – 17 questions
Configure insights
- Configure Customer Service historical analytics
- Configure topic clustering
- Configure Knowledge search analytics
Create and configure visualizations and reports
- Configure tier 1 and tier 2 interactive dashboards
- Design and create customer service charts
- Design reports by using the Report wizard
Configure Omnichannel Insights
- Configure Omnichannel Insights dashboard
- Configure intraday insights
- Customize KPIs for intraday insights
- Enable sentiment analysis
Implement Microsoft Power Platform – 20 questions
Configure model-driven apps
- Create and configure forms
- Create and configure views
- Configure site maps
Create custom apps
- Create task-specific canvas apps and custom pages
- Embed apps in Dynamics 365 Customer Service
- Create a custom portal to support customer service processes
Implement Power Virtual Agents with Dynamics 365 Customer Service
- Describe Power Virtual Agents components and concepts
- Integrate Power Virtual Agents with Dynamics 365 Customer Service
- Escalate conversations to a live agent
- Create and manage bots including chat and voice
- Implement Power Virtual Agents as a post-call survey
Implement Connected Customer Service – 15 questions
Describe Connected Customer Service
- Describe IoT components
- Identify use cases for Connected Customer Service
- Configure Power Automate rules to create IoT Alerts from IoT Central
- Configure security roles for Connected Customer Service
Describe device management options
- Manage IoT devices
- Interact with IoT devices
Implement routing – 25 questions
Configure routing
- Configure work classification and assignments including rules
- Configure user attributes including capacity profiles
- Implement Basic Case Routing rules
- Configure Routing Rulesets
- Describe different unified routing options
- Configure skills-based routing and Skills Finder
- Configure diagnostics
Create and manage queues
- Differentiate queue types
- Configure queues
- Add records to queues
- Configure tables for queues
- Perform queue operations including pick, release, remove, and delete operations
Notes:
- The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
- Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.

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