Pre-Summer Sale 65% Discount Offer - Ends in 0d 00h 00m 00s - Coupon code: exams65

ExamsBrite Dumps

Microsoft Dynamics 365 for Customer Service Question and Answers

Microsoft Dynamics 365 for Customer Service

Last Update Apr 15, 2026
Total Questions : 338

We are offering FREE MB-230 Microsoft exam questions. All you do is to just go and sign up. Give your details, prepare MB-230 free exam questions and then go for complete pool of Microsoft Dynamics 365 for Customer Service test questions that will help you more.

MB-230 pdf

MB-230 PDF

$40.25  $114.99
MB-230 Engine

MB-230 Testing Engine

$47.25  $134.99
MB-230 PDF + Engine

MB-230 PDF + Testing Engine

$61.25  $174.99
Questions 1

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.

Options:

Discussion 0
Questions 2

You need to decide which action is applicable in the SLA.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 3

You need to add SLA timers to the Case form.

Which two options should you configure? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.  

Create Quick View Form in SLA KPI Instance entity.

B.  

Create SLA KPI Instance entity.

C.  

Create field in case entity with lookup to SLA KPI Instance.

D.  

Create Quick View Form in Case entity with reference to the SLA KPI Instance entity.

E.  

Insert subgrid from the SLA KPI Instance entity into the Case Main form.

Discussion 0
Questions 4

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

Discussion 0
Questions 5

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.

Options:

Discussion 0
Questions 6

You are a Dynamics 365 system administrator.

The customer service desk needs to be able to apply service level agreements (SLAs) on demand to customers that do not have SLAs.

You need to determine how SLAs on demand can be assigned.

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.  

Use an existing customer SLA and change the conditions after assigning the SLA to the customer record.

B.  

Create a new SLA for each case that does not have a customer SLA.

C.  

Go into the SLA configuration and assign it to a customer.

D.  

Automatically apply SLAs to records based on business logic.

E.  

Assign SLAs manually to records.

Discussion 0
Questions 7

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.

Discussion 0
Questions 8

You need to implement service-level agreements.

Which type of agreements should you implement?

Options:

A.  

On-demand

B.  

Standard

C.  

Enhanced

D.  

Contact

Discussion 0
Questions 9

You need to ensure cases are handled correctly.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 10

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.

Discussion 0
Questions 11

You need to create the dashboards.

Which dashboard types should you use? To answer, drag the appropriate dashboard types to the correct scenario. Each dashboard 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.

Options:

Discussion 0
Questions 12

You need to configure OmniChannel to route correctly.

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 13

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.

Discussion 0
Questions 14

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

Discussion 0
Questions 15

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

Discussion 0
Questions 16

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.

Options:

Discussion 0
Questions 17

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

Discussion 0
Questions 18

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.

Options:

Discussion 0
Questions 19

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.

Options:

Discussion 0
Questions 20

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.

Options:

Discussion 0
Questions 21

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.

Options:

Discussion 0
Questions 22

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

Discussion 0
Questions 23

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.

Discussion 0
Questions 24

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.

Options:

Discussion 0
Questions 25

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.

Discussion 0
Questions 26

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

Discussion 0
Questions 27

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.

Options:

Discussion 0
Questions 28

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

Discussion 0
Questions 29

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 configuring a business process flow for a case entity.

All cases must be flagged for review.

You need to complete configuration of the business process flow.

Solution: Create an action that generates a task record that is assigned to the case reviewer and appends the text Ready for review to the case topic.

Does the solution meet the goal?

Options:

A.  

Yes

B.  

No

Discussion 0
Questions 30

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.

A company has a Customer Service environment and implements historical analytics reports.

Users report that they are not able to access the historical analytics reports.

You need to ensure users can access the reports.

Solution: Modify the historical analytics report to display to the users.

Does the solution meet the goal?

Options:

A.  

Yes

B.  

No

Discussion 0
Questions 31

You are a Dynamics 365 for Customer Service administrator creating surveys for Voice of the Customer (VoC).

You need to ensure that VoC survey responses trigger an escalation in support.

Which workflow should you use?

Options:

A.  

VoC – Process Survey Response

B.  

VoC – Close Survey Activity

C.  

VoC – Process NPS Response

D.  

VoC – Process Face Response

Discussion 0
Questions 32

A company uses Dynamics 365 Customer Service.

Customer service agents must be able to connect individual cases to a Microsoft Teams channel, to enhance productivity and collaboration.

You need to enable this capability for the customer service agents.

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.

Options:

Discussion 0
Questions 33

You are setting up channels for Omnichannel for Customer Service.

You want to set up a channel for a WhatsApp app.

You need to configure the channel.

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.

Options:

Discussion 0
Questions 34

Customer service agents do not have access to Customer Service historical analytics reports in Dynamics 365 Customer Service.

You need to provide access to the reports.

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.  

Edit the Customer Service Representative security role to provide read-only access to analytics reports.

B.  

Create a new model-driven app to expose the reports and provide app access to the Customer Service Representative security role.

C.  

Create a new security role and provide read-only access to analytics reports.

D.  

Edit the Customer Service Representative Manager security role to provide read-only access to analytics reports.

Discussion 0
Questions 35

You are an agent for a company that uses Dynamics 365 Customer Service. You start a conversation with a client.

You must keep track of knowledgebase (KB) articles and client conversations. When you start a conversation with a client, you must automate The following tasks:

• Open the client ' s record.

• Search the KB

• Send the KB article in the chat

You need to configure macros to automate the tasks.

Which three features should you configure? Each correct answer presents part of the solution

NOTE: Each correct selection is worth one point.

Options:

A.  

Enable Productivity tools.

B.  

Send the KB article in chat through the Omnichannel area.

C.  

Open the case record through the Productivity automation area.

D.  

Send the KB article through the Productivity automation area.

E.  

Open the case record through the session area.

Discussion 0
Questions 36

: 83

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 implementing Dynamics 365 Customer Service for a call center. There are separate queues for level1 and level2.

You need to set up the queues to meet the following requirements:

    Users must have their own queues that no one else can access.

    Users must not be able to view each other ' s queue.

    Users must be able to work from the support queue.

Solution:

    Set up each user queue to be private.

    Set up level1 and level2 queues to be public and add applicable members.

    Set up the support queue to be public.

Does the solution meet the goal?

Options:

A.  

Yes

B.  

No

Discussion 0
Questions 37

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?

Options:

A.  

Create a new template with the dates and terms. Activate the template.

B.  

Delete the old entitlement. Create a new entitlement template.

C.  

Add the new end date to the current entitlement and set new terms. Activate the entitlement.

D.  

Make a copy of the old entitlement. Activate the copy.

E.  

In the old entitlement, zero out the remaining terms and the total terms. Activate the entitlement.

Discussion 0
Questions 38

A customer has a Customer Service environment. The customer is using service scheduling to manage appointments. You need to add new facilities for service scheduling. Which security role is required to add new facilities?

Options:

A.  

Customer service scheduler

B.  

Sequence manager

C.  

Scheduler

D.  

Scheduler manager

Discussion 0
Questions 39

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 creating agent scripts that have macros for quick steps for agents in a support center.

Agents need to be able to open a case from one of the steps in the agent scripts.

You need to select a type of connector to use to create the macro.

Solution: Configure the macro by using a session connector.

Does the solution meet the goal?

Options:

A.  

Yes

B.  

No

Discussion 0
Questions 40

You create an loT Central application to integrate with Dynamics 365 Customer Service Connected Customer Experience.

You need to configure the application.

Which features should you use ' To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split ha* between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 41

Your company uses Dynamics 365 Customer Service. You create the following support offerings. Customers must choose one of the three offerings.

    Email only

    Phone only

    Half phone and half email

You allocate 50 cases to each support offering.

You need to create the entitlement with terms that adhere to the support offerings.

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 one entitlement template that includes the three different terms. Apply the template to the customer, and then remove the terms that do not apply.

B.  

Create a new entitlement for each new support offering for the customer, with terms equal to 25 phone calls and 25 emails.

C.  

Create a new entitlement for each new support offering for the customer, with terms equal to 50 phone calls and 50 emails.

D.  

Create different entitlement templates for each set of terms. Apply the appropriate template to the customer.

E.  

Create three entitlement templates with terms for 50 calls and 50 emails. Apply the template to the customers as they sign the support offering.

Discussion 0
Questions 42

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.

Your company provides clients with Dynamics 365 for Customer Service Voice of the Customer employee satisfaction surveys. The company has a standardized set of survey questions named Satisfaction Survey.

You need to customize the survey for each client.

Solution: Open the source survey and the new survey. Drag the questions from the source survey to the new survey. Then customize the questions.

Does the solution meet the goal?

Options:

A.  

Yes

B.  

No

Discussion 0
Questions 43

You are configuring a queue in Omnichannel for Customer Service for a call center.

You need to complete the queue configuration using the minimal number of actions.

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

NOTE: Each correct selection is worth one point.

Options:

A.  

Configure the mailbox for the queue

B.  

Set the record creation and update rules for the queue

C.  

Set the queue priority for the queue

D.  

Enable the queue for auto work distribution

Discussion 0
Questions 44

A company uses Dynamics 365 Customer Service. The manufacturing company has several locations and 10 repair technicians

The company is implementing scheduling The company must ensure that the correct repair technicians with the correct tools go to the facility closest to them.

You need to identify the valid resources.

Which two options are valid resources? Each correct answer presents a complete solution

NOTE: Each correct selection is worth one point.

Options:

A.  

Contact

B.  

Record

C.  

Case

D.  

Activity

E.  

Equipment

Discussion 0
Questions 45

You are creating a translation for an existing Knowledge article in Dynamics 365 Customer Service. You need to configure the elements that support translation.

Which two elements should you configure? Each correct answer presents part of the solution. Choose two. NOTE: Each correct selection is worth one point.

Options:

A.  

feedback

B.  

keywords

C.  

subject

D.  

content

Discussion 0
Questions 46

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

Discussion 0
Questions 47

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.

Options:

Discussion 0
Questions 48

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.

Options:

Discussion 0
Questions 49

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

Discussion 0
Questions 50

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.

Options:

Discussion 0
Questions 51

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.

Options:

Discussion 0