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The Microsoft MB-230 exam is designed to evaluate one’s expertise in performing specific technical tasks. These include knowledge & case management, queues, Service Level Agreements, and entitlements management, scheduling implementation, analytics management, and Omnichannel for Customer Service. The details of these objectives are highlighted below:

Knowledge Management & Cases Management: 20-25%

  • Implementing Knowledge Management: The students will need to demonstrate their expertise in configuring Knowledge search control, categories & subjects, as well as Knowledge Management entities. The questions related to this subtopic will also measure competence in using Knowledge Management to solve cases and managing Knowledge article models. Besides, the individuals are required to have expertise in implementing Knowledge Search, converting cases to specific knowledge articles, and linking articles with cases.
  • Creating & Managing Cases: This domain will measure the candidates’ skills in managing case lists, configuring cases, and implementing child/parent cases. It will also evaluate their competence in creating and searching for different case records, converting specific activities to cases, merging cases, and performing case resolutions.
  • Configuring & Automating Cases: The examinees should gain the skills in implementing case routing rules, advanced similarity rules, update rules, as well as record creation. It also requires their competence in configuring business process flows and Status Reason transitions. Additionally, the applicants should also have the skills in customizing Case Resolution forms and capturing customer feedback with the use of Customer Voice.

The Microsoft MB-230 exam, which is also known as Microsoft Dynamics 365 Customer Service, is one of the prerequisite tests for earning the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate certification. It is required that you pass it along with Microsoft PL-200 in order to get certified.

Exam MB-230: Microsoft Dynamics 365 Customer Service

A Dynamics 365 Customer Service Functional Consultant is responsible for implementing omnichannel solutions that focus upon service, quality, reliability, efficiency, and customer satisfaction.

A Dynamics 365 Customer Service Functional Consultant implements and designs service management visualizations and reports provided by and in collaboration with the solution architect. The Functional Consultant collaborates with the customer engagement administrator to implement and upgrade Power Platform components, including knowledge management, customer feedback, and connected services.

A Dynamics 365 Customer Service Functional Consultant must have strong applied knowledge of customer service, including: understanding industry terminology, priorities, standards, methodologies, customer service operations, and best practices. The Functional Consultant with customer service expertise must have strong applied knowledge of meeting user needs through Dynamics 365 customer service, including in-depth understanding of cases, knowledge management, queues, entitlements, resource scheduling, Service Level Agreements (SLAs), visualizations, connected services, Customer Service Insights, Power Virtual Agents, and Omnichannel for Customer Service. The Functional Consultant's knowledge should include a comprehensive understanding of the customer service application's role in relationship to the Dynamics 365 suite of applications along with a basic understanding of the solution architecture and quality assurance.

Part of the requirements for: Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate

Download exam skills outline

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

For more info read reference:

Microsoft learning site

Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
  • 1. Integrate channels and productivity tools
    • 2. Set up app profiles and session templates
      Implement routing and work distributionnull- Configure unified routing
      • 1. Define routing rules and decision trees
        • 2. Set up workstreams and queues
          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
              Implement Connected Customer Service2-6%- Set up IoT and field service integration
              Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
              • 1. Create custom forms and workflows
                • 2. Connect Customer Service with other apps
                  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
                        Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                        • 1. Associate entitlements with customers and cases
                          • 2. Define entitlement terms and restrictions
                            - Implement SLAs
                            • 1. Define SLA KPIs and timelines
                              • 2. Configure SLA actions and warnings
                                • 3. Manage SLA calculations and pauses
                                  Manage cases and knowledge management51-55%- Create and manage cases
                                  • 1. Implement case routing and queues
                                    • 2. Manage case hierarchies and relationships
                                      • 3. Configure case types and statuses
                                        - 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

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