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

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This exam measures your ability to accomplish the following technical tasks: manage cases and Knowledge Management; manage queues, entitlements, and service-level agreements; implement scheduling; implement Omnichannel for Customer Service; and manage analytics.

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Microsoft MB-230: Positions and Salary

To obtain the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate certification, one must pass the MB-230 test and the associated exam known under the codename PL-200. With this certificate, the candidates can work as a Functional Consultant. Other job roles that are available for these individuals include a CRM Solution Architect, a Dynamics Developer, a Dynamics Technical Specialist, a Microsoft Dynamics Finance Functional Analyst, and a Pre Sales CRM Solution Architect, among others. The salary outlook for these positions is an average of $69,000 per annum.

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.
  • 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.
  • 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.

Microsoft MB-230 Exam Syllabus Topics:

SectionObjectives
Topic 1: Implement omnichannel for customer service- Omnichannel setup
  • 1. Chat, voice, and messaging configuration
    • 2. Routing and work distribution
      Topic 2: Manage cases and knowledge- Case management
      • 1. Create and resolve cases
        • 2. Automate case routing
          - Knowledge management
          • 1. Search and knowledge usage
            • 2. Knowledge articles creation and lifecycle
              Topic 3: Analyze and improve customer service insights- Reporting and dashboards
              • 1. Use analytics in Customer Service
                Topic 4: Manage service level agreements (SLAs) and entitlements- Entitlements
                • 1. Create and manage entitlements
                  - SLAs configuration
                  • 1. Track SLA compliance
                    • 2. Define SLA KPIs
                      Topic 5: Configure Dynamics 365 Customer Service- Configure customer service applications
                      • 1. Set up Dynamics 365 Customer Service app
                        • 2. Configure basic system settings
                          - Manage cases and queues
                          • 1. Case lifecycle management
                            • 2. Queue configuration and routing

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