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MB-230 Microsoft Dynamics 365 for Customer Service Questions and Answers

Questions 4

You need to select which setting needs to be configured for each setup.

Which settings should you select? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 4

Options:

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Questions 5

You need to select the feature for each parameter.

Which feature should you use for each parameter? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 5

Options:

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Questions 6

You need to configure the system to notify managers about unhappy patients.

What should you do?

Options:

A.

Configure Omnichannel Insights.

B.

Set a routing rule for escalations.

C.

Change the value of the Monitor real-time customer sentiment option to Yes .

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Questions 7

You need to configure each escalation scenario.

Which configuration should you use for each scenario? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 7

Options:

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Questions 8

You need to meet the automatic case creation requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 8

Options:

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Questions 9

You need to enable relevance search for the custom entity.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Add Quick Find to the case form.

B.

Add custom entities to Configure Relevance Search in Customizations and Entities.

C.

Add Knowledge Base Search control to the forms case.

D.

Enable Relevance Search in System Settings.

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Questions 10

You need to implement service-level agreements.

Which type of agreements should you implement?

Options:

A.

On-demand

B.

Standard

C.

Enhanced

D.

Contact

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Questions 11

What should managers use to perform weekly reviews with case representatives?

Options:

A.

Tier 1 dashboard

B.

Agent Insights

C.

Connected Customer Service dashboard

D.

Customer Service Performance dashboard

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Questions 12

You need to set up the analytics functionality.

What should you do?

Options:

A.

Select the System Management menus and configure them in the settings.

B.

Connect the data through Dynamics 365 Customer Service to Dynamics 365 Customer Service Insights.

C.

Connect the data through Dynamics 365 Customer Service Insights to Dynamics 365 Customer Service.

D.

Install the solution and menu items that will appear in Dynamics 365 Customer Service.

E.

Create a new dashboard in Dynamics 365 Customer Service and select the correct information.

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Questions 13

You need to set up users with permissions to use the digital messaging channels.

Which role should you assign to each user? To answer, drag the appropriate roles to the correct groups of users. Each role may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

MB-230 Question 13

Options:

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Questions 14

You need to create the queue for cases.

What type of queue should you create?

Options:

A.

Teams

B.

Public

C.

Product

D.

Private

E.

Service

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Questions 15

You need to configure the system so that an email is sent to a manager about the SLAs according to the requirements.

What should you configure?

Options:

A.

Failure Action

B.

Warning Action

C.

Applicable When

D.

Success Criteria

E.

Success Action

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Questions 16

You need to create an entitlement template. In System Settings, you navigate to Service Management.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

MB-230 Question 16

Options:

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Questions 17

You need to ensure users can search the knowledge base from a case record.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Add Knowledge Base Search control to the dashboard.

B.

Check Knowledge Management from the case entity in the solution.

C.

Insert the Knowledge Base Search control on the form.

D.

Select the Knowledge Base Search control from the entity.

E.

Add the Quick Find option to the views.

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Questions 18

You need to ensure that customers cannot open more cases than they are allowed.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

MB-230 Question 18

Options:

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Questions 19

A customer has three cases in process and two cases for the current calendar year.

You need to determine how many cases the customer has left on their entitlement.

How many cases are left?

Options:

A.

20

B.

22

C.

23

D.

25

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Questions 20

You need to configure the settings to handle customer claims.

Which settings should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 20

Options:

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Questions 21

You need to configure the system to store answers about claims.

Which four actions should you perform in sequence? To answer, move all actions from the list to the answer area and arrange them in the correct order.

MB-230 Question 21

Options:

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Questions 22

You need to ensure that claim disputes conform to the defined case life cycle.

What should you configure?

Options:

A.

Related cases

B.

Case Relationships

C.

Timeline

D.

Status Reason Transition

E.

Subject

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Questions 23

You need to create and configure objects to support the requirements.

How should you configure the system? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 23

Options:

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Questions 24

You need to configure the correct settings.

Which settings should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 24

Options:

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Questions 25

You need to configure the queue for telephone-based cases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Create a case from email.

B.

Define an SLA and entitlements and set entitlement values for case numbers.

C.

Configure a status reason transition.

D.

Create a case routing rule.

E.

Automatically create or update records.

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Questions 26

You need to search for answers to customer claims.

Which type of search should you perform?

Options:

A.

Timeline

B.

Quick Find

C.

Related

D.

Detail

E.

Case Relationships

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Questions 27

You need to create the SLAs.

Which three SLAs should you create? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

SLA with 24 hours as the failure time and no warning

B.

SLA with 6 hours as the failure time and a one-hour warning

C.

SLA with 6 hours as the failure time and no warning

D.

SLA with one hour as the failure time and no warning

E.

SLA with 24 hours as the failure time and a two-hour warning

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Questions 28

You manage Dynamics 365 for Customer Service.

You need to create a list of holidays and ensure that existing service-level agreements (SLAs) observe those holidays.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

MB-230 Question 28

Options:

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Questions 29

You are a Dynamics 365 for Customer Service administrator.

Your company requires a new phone-to-case business process flow for customer service representatives to follow.

The stages are as follows:

    Verification

    Acknowledgement and research

    Resolution

Customer service representatives must send an email to the customer when a case enters the acknowledgement-and-research stage.

You need to create the required business process flow and components.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

MB-230 Question 29

Options:

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Questions 30

You make a phone call regarding an existing case record.

You need to create a phone call activity that appears on the case record timeline.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

MB-230 Question 30

Options:

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Questions 31

You are a Dynamics 365 Customer Service system administrator. You work with the Customer Service Hub application.

You need to enable entities for service-level agreements (SLAs).

For which entity can you enable SLAs?

Options:

A.

Contract

B.

Business unit

C.

KPIs

D.

Customer service schedule

E.

Holiday schedule

F.

Account

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Questions 32

You need to set up the system for cases going to supervisors.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

MB-230 Question 32

Options:

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Questions 33

You need to configure the queues.

Which configurations should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 33

Options:

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Questions 34

You need to choose which tools need to be created and configured to meet the following requirements.

Which tools should you configure? To answer, drag the appropriate tools to the correct requirements. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

MB-230 Question 34

Options:

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Questions 35

You need to configure entitlements for contracts.

What should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 35

Options:

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Questions 36

You need to choose the appropriate actions when using the knowledge base.

Which actions should you choose? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 36

Options:

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Questions 37

You need to determine the type of queues to create.

How should access to the queues be configured? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-230 Question 37

Options:

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Questions 38

You need to add the confirmation step for cases.

What should you edit?

Options:

A.

Common Data Service

B.

Business process now

C.

Workflow

D.

Power Automate

E.

Environment

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Questions 39

You need to configure the system to meet the three-day and seven-day timeframes.

What should you configure?

Options:

A.

Entitlement conditions

B.

Workflows

C.

Power Automate

D.

Service Level Agreement conditions

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Questions 40

You need to select the steps to create a new macro that will automate opening a new case creation form.

Which four actions should you recommend be performed in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

MB-230 Question 40

Options:

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Questions 41

You need to assign the minimum required security roles to a bot for the customer service supervisor. Which security roles should you use?

Options:

A.

Omnichannel supervisor and customer service manager

B.

Omnichannel supervisor and customer service representative

C.

Omnichannel agent and customer service representative

D.

Omnichannel agent and Omnichannel supervisor

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Questions 42

You need to configure the SMS workstream.

What should you use?

Options:

A.

the existing fallback queue

B.

the work distribution mode set to push

C.

a new fallback queue

D.

the work distribution mode set to pull

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Questions 43

You need to implement a solution to provide the technician ' s utilization.

Which solution should you use?

Options:

A.

Create multiple schedule board tabs.

B.

Use custom web resources.

C.

Change the board view settings.

D.

Use default schedule board with filters.

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Questions 44

You need to identify the productivity tools to use for the agents.

Which tools should you use? To answer move the appropriate tools to the correct requirements. You may use each tool once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

MB-230 Question 44

Options:

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Exam Code: MB-230
Exam Name: Microsoft Dynamics 365 for Customer Service
Last Update: Mar 6, 2026
Questions: 338

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