Exam Code: MB-230
Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant
Certification Provider: Microsoft
Corresponding Certification: Microsoft Dynamics 365
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Omnichannel For Customer Service Implementation: 30-45%

  • Power Virtual Agents Implementation: The individuals should learn how to explain the concepts and components of Virtual Agents. They also need the skills in integrating Power Virtual Agents and Dynamics 365 Customer Service. Additionally, they should be able to escalate a conversation to a live agent.
  • Omnichannel for Customer Service Deployment: This subtopic will evaluate the skills of the applicants in managing queues and defining user settings. It will also measure competence in configuring skill-based routing, configuring application settings, and provisioning Omnichannel for Customer Service.
  • Agent Experience Configuration: This topic measures your skills in creating macros, defining agent scripts, configuring notifications, Quick Responses, as well as sessions & applications.
  • Supervisor Experience Configuration: The learners need to demonstrate their skills in enabling sentiment analysis, customizing KPI or intra-day insight, as well as configuring intra-day insights and Omnichannel Insights dashboard.
  • Channels Management: This subdomain equips the examinees with the skills needed to configure channels, pre-chat surveys, Secure Message Service, and proactive chat. It also requires their experience in explaining the use cases for Channel Integration Frameworks and enabling chat widgets on the websites.
  • Work Distribution: The candidates need to possess competence in configuring workstreams, routing values, and entity routing. Additionally, they should be able to demonstrate their expertise in implementing context variables and explaining the variations between channel routing and entity routing.

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Career Prospects

Earning a certification is a surefire step in your career. The most important thing is to ensure that you are always updated with the major changes taking place in the industry. The Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate is just a starting point for your career, which opens doors to many opportunities for you. Thus, with such a certificate, you will stand a chance to get the role-based expert certification like the Microsoft Certified: Dynamics 365 + Power Platform Solution Architect Expert.

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Career Path After Acing Microsoft MB-230 Exam

The Microsoft MB-230 exam leads to the associate-level certification. This certificate is all you need to be successful in your field. After earning it, you will be able to apply for several job roles, which also offer a good salary. To be precise, these are the positions you can pursue after getting certified:

  • Microsoft Dynamics CRM Architect;
  • Microsoft Dynamics Consultant;
  • Dynamics Ax Solution Architect.
  • Dynamics Ax Developer;
  • Microsoft Architect;

Interestingly, all the above-mentioned job titles are paid between $24,807 and $99,751 per year.

Scheduling Implementation: 10-15%

  • Services Management: The test takers will need to demonstrate their skills in defining services, scheduling service activities, and configuring fulfillment preferences. They will also need to show their expertise in a scheduling service activity with schedule boards and creating the schedule boards.
  • Resources Management: This topic requires your expertise in configuring resources, business closures, organizational units, work hours, and equipment and facilities.

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

Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
  • 1. Configure SLA actions and warnings
    • 2. Define SLA KPIs and timelines
      • 3. Manage SLA calculations and pauses
        - Configure entitlements
        • 1. Associate entitlements with customers and cases
          • 2. Define entitlement terms and restrictions
            Implement Connected Customer Service2-6%- Set up IoT and field service integration
            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
                  - 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
                        Implement routing and work distributionnull- Configure unified routing
                        • 1. Define routing rules and decision trees
                          • 2. Set up workstreams and queues
                            Implement scheduling10-14%- Configure service scheduling
                            • 1. Implement scheduling rules and availability
                              • 2. Set up resources and resource groups
                                • 3. Define service activities and requirements
                                  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
                                      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
                                          Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
                                          - Create and manage dashboards and reports
                                          • 1. Use out-of-box Customer Service reports
                                            • 2. Build custom dashboards and visualizations

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