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Microsoft MB-230 certification exam is a valuable credential for functional consultants who want to validate their skills and knowledge in implementing and configuring customer service solutions in the Dynamics 365 environment. MB-230 exam covers a range of topics, from customer service processes to voice of the customer, and is designed to assess a candidate's expertise in customer service solutions. Earning this certification can help you stand out in the job market, increase your earning potential, and demonstrate your commitment to staying up-to-date with the latest trends and best practices in customer service.

Microsoft MB-230 exam is a part of the certification process for the Microsoft Dynamics 365 Customer Service Functional Consultant Associate certification. Microsoft Dynamics 365 Customer Service Functional Consultant certification is intended for professionals who are responsible for configuring and implementing customer service solutions using Microsoft Dynamics 365. Microsoft Dynamics 365 Customer Service Functional Consultant certification validates the candidate's skills and knowledge in customer service management, including the ability to configure, implement, and manage customer service solutions and processes.

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

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage entitlements and SLAs15%- Create and manage entitlements
  • 1. Define and manage entitlement templates
  • 2. Apply entitlements to cases
  • 3. Create and activate entitlements
- Create and manage SLAs
  • 1. Use hierarchical SLA configurations
  • 2. Create SLA items and actions
  • 3. Enable SLAs for entities
  • 4. Define and configure SLA KPIs
Topic 2: Implement multi-session experiences for Customer Service20%- Configure and manage Omnichannel
  • 1. Configure agent scripts
  • 2. Configure work streams and queues
  • 3. Manage context variables
  • 4. Configure routing and assignment
- Manage channels
  • 1. Configure SMS
  • 2. Configure Voice
  • 3. Configure Microsoft Teams integration
  • 4. Configure Chat
- Configure the Customer Service workspace
  • 1. Configure session management
  • 2. Configure notifications
  • 3. Configure apps and templates
  • 4. Configure productivity tools
Topic 3: Manage analytics, visualizations, and insights10%- Manage insights
  • 1. Analyze conversation insights
  • 2. Monitor and improve service with analytics
  • 3. Analyze Omnichannel insights
- Configure Customer Service Insights
  • 1. Configure dashboards and charts
  • 2. Configure Power BI integration
  • 3. Configure Customer Service historical analytics
Topic 4: Manage cases and Knowledge Management20%- Create and manage cases
  • 1. Create case and child case
  • 2. Customize case views
  • 3. Analyze cases with interactive dashboards
  • 4. Use case routing rules
  • 5. Identify and create cases from activities
- Manage Knowledge Management
  • 1. Manage the Knowledge Management lifecycle
  • 2. Configure entities for Knowledge Management
  • 3. Use knowledge article templates
  • 4. Create and manage knowledge articles
Topic 5: Implement routing10%- Configure unified routing
  • 1. Configure work distribution
  • 2. Configure work classification
  • 3. Configure assignment methods
- Manage queues and routing
  • 1. Configure routing rules
  • 2. Create and manage queues
  • 3. Configure advanced routing rules
Topic 6: Implement scheduling5%- Manage services
  • 1. Define service activities
  • 2. Schedule service activities
- Manage resources
  • 1. Define resources and resource groups
  • 2. Configure resource calendars and working hours
Topic 7: Implement Connected Customer Service10%- Configure IoT integration
  • 1. Configure IoT alerts
  • 2. Manage IoT devices
  • 3. Create cases from IoT alerts
- Manage Connected Customer Service scenarios
  • 1. Manage customer assets
  • 2. Configure proactive service
  • 3. Configure asset management
Topic 8: Implement Microsoft Power Platform10%- Configure Power Automate
  • 1. Configure triggers and actions
  • 2. Use Common Data Service connector
  • 3. Create and manage flows
- Configure Power Virtual Agents
  • 1. Integrate chatbots with Customer Service
  • 2. Create chatbots
  • 3. Configure topics and entities

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