MB-230 : Microsoft Dynamics 365 for Customer Service : Part 05

  1. You are a help desk representative for an organization using Dynamics 365 Customer Service.

    Users need to search within the system for similar cases. None of the out-of-the-box settings have been changed.

    You need to determine which search features are available for use by default.

    Which two search features are available? Each correct answer presents a complete solution.

    NOTE: Each correct selection is worth one point.

    • Advanced Find
    • Quick Find
    • Relevance Search
    • Full-text Quick Find
  2. You are a Dynamics 365 Customer Service administrator.

    You need to add a new status reason to the case entity.

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

    NOTE: Each correct selection is worth one point.

    • Navigate to Cases in the Customer Service Hub app. Open a record, edit the form, and then edit the Status reason field.
    • Modify the existing solution and the case entity. Edit the status reason and add an additional status reason value.
    • Create a new solution and add the existing Case entity. Select Status Reason and add a new value.
    • Modify the existing solution. Add another entity named Status. Then, create a status reason field with additional options.
  3. HOTSPOT

    You are using Dynamics 365 Customer Service. You are viewing a knowledge base (KB) article from a case record. Knowledge management is set up to use an external portal.

    You need to link the article to the case and share the article with the customer.

    What is the solution for each requirement? To answer, select the appropriate options in the answer area.

    NOTE: Each correct selection is worth one point.

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q03 018 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q03 018 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q03 018 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q03 018 Answer
  4. You set a default entitlement for a customer.

    You need to ensure that the default entitlement is automatically associated with a case.

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

    NOTE: Each correct selection is worth one point.

    • Create a case.
    • Update the customer, contact, or product field on an existing case.
    • Update the description field on an existing case.
    • Add an activity to an existing case.
  5. DRAG DROP

    A Dynamics 365 Customer Service organization uses routing rules to escalate cases.

    Security roles have not been modified or created.

    You need to modify the routing rule set that is currently in use and enforce the principle of least privilege.

    Which five 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 Microsoft Dynamics 365 for Customer Service Part 05 Q05 019 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q05 019 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q05 019 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q05 019 Answer
  6. HOTSPOT

    You are a Dynamics 365 Customer Service administrator.

    You must track issues submitted by customers.

    You need to configure case settings for the Service Management module.

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

    NOTE: Each correct selection is worth one point.

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q06 020 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q06 020 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q06 020 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q06 020 Answer
  7. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

    After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

    You are a Dynamics 365 for Customer Service system administrator for Contoso, Ltd.

    You need to automatically create cases from emails sent to the support@contoso.com email address.

    Solution: Create an automatic record creation and update rule. Set the Source type to Email, and then select the queue. Configure conditions for record creation.

    Does the solution meet the goal?

    • Yes
    • No
  8. HOTSPOT

    You are a Dynamics 365 Customer Service administrator.

    Users inform you about situations in which child cases are not working correctly.

    You need to configure the system to correct the issues.

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

    NOTE: Each correct selection is worth one point.

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q08 021 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q08 021 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q08 021 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q08 021 Answer
  9. Case Study

    This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.

    To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.

    At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

    To start the case study
    To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

    Background

    Humongous Insurance is contracted to process all insurance claims for a health facility that accepts the following types of health insurance:

    – Health maintenance organization (HMO)
    – Preferred-provider organization (PPO)
    – Gold

    Cases are classified as new claims, claim disputes, and follow-ups. Each insured person is entitled to open 25 new cases each calendar year.

    Support representatives specialize by and process claims by insurance type.

    Humongous Insurance currently accepts claims only by telephone. The call center is open from 06:00 GMT to 24:00 GMT daily. Call center staff work one of the following shifts: 06:00 GMT to 12:00 GMT, 12:00 GMT to 18:00 GMT, and 18:00 GMT to 24:00 GMT.

    When a case is received by email, a staff member categorizes the case as email and closes the case immediately.

    Current environment

    – Humongous Insurance has three departments to handle claim types: HMO, PPO, and Gold.
    – The company uses handwritten forms to send claims information to the correct department.
    – Each department maintains a workbook to record calls received.

    Requirements. Support desk

    – Configure the system to track the number of insurance claims filed each year.
    – Categorize claims by type as they are opened.
    – Configure the system to track staff responsiveness to service-level agreements (SLAs).
    – Ensure that business hours reflect the hours that support staff are scheduled.

    Requirements. Case handling

    – All new cases must be automatically placed into a queue based on insurance type after the type is selected.
    – All insurance types need to be automatically moved to the proper queue when the subject is picked.
    – All cases must be created and closed immediately when received.
    – The status reason must be set to Email Sent or Phone Call.
    – Information must be restricted by insurance and phone call type.
    – Managers must be alerted when customers reach their limit of 25 cases for the year.
    – Changes to cases must not be counted against entitlements until the case is closed.

    Requirements. Disputes

    – Claim disputes must be categorized as low priority.
    – The status for all disputed cases must be set to Review by a Manager before a disputed case may be closed.

    Requirements. Knowledge base

    – A knowledge base must be used as a repository for all answers.
    – Representatives must be able to search the knowledge base when opening a new case for similar claims.
    – Representatives must be able to search across all entities at all times.
    – Searches must check any field in the entity for matches in a single search.
    – Searches must return results in a single list and sort the list so that the most relevant results appear at the top of the list.
    – Representatives must be able to link the knowledge base to cases when applicable.
    – Representatives must create a new knowledge base article if an answer is not found in the existing knowledge base.
    – Representatives must be able to use SQL-like syntax to search the knowledge base.

    Requirements. Service-level agreements

    When a customer calls to open a claim, the company must respond to the caller within the following time frames:

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 022
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 022

    Requirements. Alerts

    – Cases must be flagged when they are past the SLA threshold.
    – An email alert must be sent to the manager to indicate an SLA noncompliance.
    – An email alert must be sent to representatives for SLA violations as follows: HMO 2 hours prior and PPO 1 hour prior.
    – Send an email alert to support managers when disputes are ready to be closed.
    – Send an email alert to customers when cases are closed.

    Requirements. Issues

    – The current process is all manual and not efficient.
    – There is no easy way to determine whether the company is meeting its SLAs.
    – Representatives are often inconsistent regarding how they handle customers and answer customer questions.
    – There is no accountability for any of the representatives who take calls.

    1. DRAG DROP

      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 Microsoft Dynamics 365 for Customer Service Part 05 Q09 023 Question
      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 023 Question

      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 023 Answer
      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 023 Answer
    2. HOTSPOT

      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 Microsoft Dynamics 365 for Customer Service Part 05 Q09 024 Question
      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 024 Question

      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 024 Answer
      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 024 Answer
    3. 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.

      • Create a case from email.
      • Define an SLA and entitlements and set entitlement values for case numbers.
      • Configure a status reason transition.
      • Create a case routing rule.
      • Automatically create or update records.
    4. HOTSPOT

      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 Microsoft Dynamics 365 for Customer Service Part 05 Q09 025 Question
      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 025 Question

      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 025 Answer
      MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q09 025 Answer
    5. You need to search for answers to customer claims.

      Which type of search should you perform?

      • Timeline
      • Quick Find
      • Related
      • Detail
      • Case Relationships
    6. You need to ensure that claim disputes conform to the defined case life cycle.

      What should you configure?

      • Related cases
      • Case Relationships
      • Timeline
      • Status Reason Transition
      • Subject
  10. You manage a Dynamics 365 for Customer Service environment.

    The entitlement for a customer ended last month. The customer must renew the entitlement and use the same parameters as the expired entitlement.

    You need to create the entitlement for the customer.

    What should you do?

    • Create a new template with the dates and terms. Activate the template.
    • Delete the old entitlement. Create a new entitlement template.
    • Add the new end date to the current entitlement and set new terms. Activate the entitlement.
    • Make a copy of the old entitlement. Activate the copy.
    • In the old entitlement, zero out the remaining terms and the total terms. Activate the entitlement.
  11. You are using Dynamics 365 for Customer Service.

    You need to automate the process of adding cases to a queue.

    What should you do?

    • Use routing rules
    • Use the convert activities functionality with cases
    • Use the add to queue button on a case
    • Use the Assign button on a case
  12. You are a Dynamics 365 for Customer Service administrator.

    Your company provides standard support contracts for a total of 20 hours of email support. All 20 hours are for email support only. Phone support is offered as a premium service in allotments of 10 incidents.

    You need to set up an entitlement template for the standard support.

    What should you configure?

    • Set up an entitlement record for each account.
      Set the value of the Total terms field for an entitlement to 20.
      Do not configure an entitlement channel.
    • Set the value of the Total terms field for an entitlement to 20.
      Set the value of the entitlement channel option to Email.
    • Set up an entitlement record for each account. Set the value of the Total terms field for an entitlement to 20.
      Set the entitlement channel option to Web.
      Set the value of the Total terms field to 20.
    • Set the value of the Total terms field for an entitlement to 20.
      Set the entitlement channel option to Email. Set the value of the Total terms field to 0.
      Add the Phone option.
      Set the value of the Total Terms field to 10.
  13. You are using Dynamics 365 for Customer Service.

    You need to create the entitlements for your customers.

    What should you do?

    • Create queues for each channel.
    • Create an entity for each channel and configure the relationship with the entitlement.
    • Configure entitlement channels.
    • Configure routing rules.
  14. DRAG DROP

    You are a Dynamics 365 for Customer Service administrator.

    You must track time against enhanced service-level agreements (SLAs).

    You need to add a timer.

    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 Microsoft Dynamics 365 for Customer Service Part 05 Q14 026 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q14 026 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q14 026 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q14 026 Answer
  15. You are a customer service manager for a company using Dynamics 365 for Customer Service.

    You need to set up queues to manage support. You assign a team to each queue.

    What type of queue should you configure?

    • Personal
    • Private
    • Business unit
    • Public
  16. DRAG DROP

    You are a Dynamics 365 for Customer Service administrator.

    You need to implement queues to manage cases.

    Which queue types should you use? To answer, drag the appropriate queue types to the correct scenarios. Each queue type 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 Microsoft Dynamics 365 for Customer Service Part 05 Q16 027 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q16 027 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q16 027 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q16 027 Answer
  17. HOTSPOT

    You are a Dynamics 365 for Customer Service administrator.

    Members of the customer support staff must not be available on public holidays in the year 2021.

    You need to configure holiday schedules.

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

    NOTE: Each correct selection is worth one point.

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q17 028 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q17 028 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q17 028 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q17 028 Answer
  18. HOTSPOT

    You are a Dynamics 365 for Customer Service administrator.

    You need to categorize activities and cases by using queues.

    How should you categorize each record? To answer, select the appropriate options in the answer area.

    NOTE: Each correct selection is worth one point.

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q18 029 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q18 029 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q18 029 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q18 029 Answer
  19. A company has the following business units:

    – Call center
    – Customer service
    – Digital response
    – Escalation

    The security roles have not been modified. The customer service business unit is the parent of all other business units. Each business unit has its own queues. Customer service cases are routed to the appropriate individuals by using the queues.

    You need to ensure that a specific user within the customer service business unit can read all queues within the parent and child business units.

    Which security role should you assign to the user?

    • Customer service manager
    • Scheduler
    • Customer service representative
    • System customizer
  20. HOTSPOT

    You are configuring a Dynamics 365 for Customer Service instance.

    Customer service manager cannot create new entitlements for customer service representatives.

    You need to ensure that customer service managers can add new entitlement templates and knowledge base records for customer service representatives.

    Which access levels should you apply? To answer, select the appropriate options in the answer area.

    NOTE: Each correct selection is worth one point.

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q20 030 Question
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q20 030 Question

    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q20 030 Answer
    MB-230 Microsoft Dynamics 365 for Customer Service Part 05 Q20 030 Answer
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