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How to book the MB-230: Microsoft Dynamics 365 Customer Service Exam

These are following steps for registering the MB-230: Microsoft Dynamics 365 Customer Service exam.

  • Step 1: Visit to Microsoft Learning and search for MB-230: Microsoft Dynamics 365 Customer Service
  • Step 2: Sign up/Login to Pearson VUE account
  • Step 3: Select local centre based on your country, date, time and confirm with a payment method.

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

Preparation Resources

As you can see the Microsoft MB-230 exam covers a wide knowledge area, so you need to have enough time in reserve to be completely prepared for the final test. For quality training, there are books that you can lay your hands on to boost your chances of acing the MB-230 with ease. These study materials can be found on the Amazon website such as:

MB-230 Microsoft Dynamics 365 for Customer Service Online Certification Video Learning Success Bundle (DVD) is real-time certification questions and answers packaged by seasoned professionals. It contains about 450 questions and each question has an evaluation video session where answers are explained by real-time SAP expert consultants. The disk also contains some materials that can be printed if you want to test your knowledge before the exam.

How I Passed MB-230 Microsoft Dynamics 365 Customer Service Exam: Sure Shot Certification Tips by Empirical Matt Publications (Kindle Edition) contains various interviews of successfully certified persons in the Microsoft Dynamics 365 Customer Service technologies and all the points you can put into practice to be like them. So by ordering this book on Amazon for only $11.99, you will get guidance on how to register for the MB-230 exam and obtain your results, how to prepare and what to pay attention to, as well as how to reduce your training time and get the score you want.

Exam MB-200 & MB-230 Dynamics 365 for Customer Service Functional Consultant Associate 73 Test Prep Questions (Kindle Edition) by Ger Arevalo: this 28-pages book is designed to be a test guide to check everything you learn in classes and labs and the hands-on practice that you have honed in the preparation for MB 230 exam. The book strengthens the knowledge you have gained while preparing for this exam. It contains questions that will fill in your knowledge gaps.

To aid candidates, Microsoft has developed a Self-paced online training on the Microsoft Learn platform, which through short video lectures will provide the most relevant material to prepare for the Microsoft MB-230 exam. So, you can learn how to work with cases, entitlements, and service-level agreements in Dynamics 365 Customer Service, as well as create surveys with Dynamics 365 Customer Voice. All this will be a useful tool for you to comprehensively prepare for and successfully write the test on your first attempt.

If you need help from an expert instructor with questions you can't find answers yourself, the official Microsoft course, which was created in full compliance with the exam, is available to you. The MB-230T01-A: Microsoft Dynamics 365 Customer Service course is a three-day paid training program that covers all of the test topics in detail, including Dynamics 365 Connected Customer Service and Customer Service Insights. In addition, by participating in this course you will have access to 8 training modules, each of which includes theoretical and laboratory classes that will help you practice the skills you have learned.

Skills Measured

MB-230 test assesses the candidates in the following skills areas:

  • Managing analytics
  • Omnichannel for customer service
  • Managing entitlements, queues, and service-level agreements (SLAs)
  • Knowledge and case management
  • Implementing scheduling

The first topic aims at assessing the learner's knowledge of the creation, management, configuration, and automation of cases. Thus, you will have to know how to monitor case lists, look for case records, merge various cases, transform activities into cases, and set autonumbering. In addition, you will have to execute Advanced Similarity rules, tailor the Case Resolution form, compose Status Reason transitions, and receive feedback by using Customer Voice. What is more, this part also assesses the candidates' ability to implement knowledge management in real-world scenarios. So, candidates need to master such terms as the knowledge search control, relevance search, knowledge article templates, etc.

The key management concerns in the second domain include the queues, entitlements, and SLAs. Under the management of SLAs, the candidate must have profound knowledge of the definition, creation, configuration, implementation, and manual application of SLAs into a system. More so, a clear description of the components that make up the SLA is needed. When it comes to monitoring queues and entitlements, this portion will emphasize the configuration of queues, adding activities to them, accomplishing queue operations, controlling entitlement templates, and cancelling an entitlement.

Within the third tested area, a candidate will be required to learn how to perform tasks such as the configuration of business closures, resources, work hours, equipment, facilities, etc. Besides, applicants will need to learn how to determine and schedule services, arrange fulfillment preferences, and make up a schedule board.

The next segment is concerned with the implementation of omnichannels mainly for customer service. Thus, the candidate should be able to deploy an omnichannel using a set of standards steps from the definition of user settings to configuring skills-based routing. The implementation of Power Virtual Agents is also one of the core parts of this area. Lastly, the candidate should gain hands-on skills in distributing work, and configuring both the agent experience & the supervisor experience. All in all, with such a domain, you'll master such concepts as the Channel Integration Framework, Secure Message Service, pre-chat surveys, context variables, Quick Responses, and Omnichannel Insights.

The last sector aims at assessing the candidate's knowledge in managing analytics. It involves the configuration of customer service insights, which include the description of use cases and capabilities for customer insights. It also extends to the creation and configuration of visualizations with a focus on interactive dashboards, the Design wizard, and the creation of charts.

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Microsoft MB-230日本語 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: 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
      Topic 2: Implement Connected Customer Service2-6%- Set up IoT and field service integration
      Topic 3: Manage cases and knowledge management51-55%- Implement knowledge management
      • 1. Configure knowledge search and recommendations
        • 2. Integrate knowledge with cases and portals
          • 3. Create and manage knowledge articles
            - Configure Dynamics 365 Copilot for Service
            - Create and manage cases
            • 1. Implement case routing and queues
              • 2. Manage case hierarchies and relationships
                • 3. Configure case types and statuses
                  Topic 4: 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
                      Topic 5: Implement routing and work distributionnull- Configure unified routing
                      • 1. Set up workstreams and queues
                        • 2. Define routing rules and decision trees
                          Topic 6: Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                          • 1. Define entitlement terms and restrictions
                            • 2. Associate entitlements with customers and cases
                              - Implement SLAs
                              • 1. Manage SLA calculations and pauses
                                • 2. Configure SLA actions and warnings
                                  • 3. Define SLA KPIs and timelines
                                    Topic 7: Implement scheduling10-14%- Configure service scheduling
                                    • 1. Implement scheduling rules and availability
                                      • 2. Define service activities and requirements
                                        • 3. Set up resources and resource groups
                                          Topic 8: Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
                                          - Create and manage dashboards and reports
                                          • 1. Build custom dashboards and visualizations
                                            • 2. Use out-of-box Customer Service reports

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