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Microsoft Dynamics 365 Customer Service Functional Consultant Question and Answers

Microsoft Dynamics 365 Customer Service Functional Consultant

Last Update Apr 26, 2024
Total Questions : 283

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Questions 1

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 2

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 3

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 4

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 5

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 6

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 7

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 8

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 9

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 10

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 11

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 12

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 13

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 14

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 15

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 16

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 17

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 18

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 19

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 20

You use multiple workspaces within Dynamics 365 Customer Service insights.

You need to switch workspaces.

What should you do?

Options:

A.  

Select Dashboard filters and then select a filter.

B.  

Navigate to https://csi.ai.dynamics.com and then share a workspace.

C.  

Select My workspaces and then select a workspace.

D.  

Select View and then select a workspace view.

Discussion 0
Questions 21

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: Clone the satisfaction survey and customize the questions.

Does the solution meet the goal?

Options:

A.  

Yes

B.  

No

Discussion 0
Questions 22

You are implementing a new channel within Omnichannel.

You need to enable an SMS channel.

On which entity should you configure each task? To answer, drag the appropriate entities to the correct tasks. Each entity 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 23

You are a Dynamics 365 for Customer Service administrator. You enable full-text, relevance, and category search.

You need to use the knowledge base search control to locate knowledge base articles that contain each of the following words anywhere in an article, regardless of which product an article refers to:

  • Elevator
  • Motor
  • Sizing

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

NOTE: Each correct selection is worth one point.

Options:

Discussion 0
Questions 24

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 25

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 26

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.

Options:

Discussion 0
Questions 27

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.

Options:

Discussion 0
Questions 28

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

Discussion 0
Questions 29

You need to configure the system to meet the workspace requirements for case representatives.

Which role should you assign to case representatives?

Options:

A.  

Owner

B.  

Maker

C.  

Viewer

D.  

Customer Service Schedule Administrator

E.  

CSR Manager

Discussion 0
Questions 30

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.

Options:

Discussion 0
Questions 31

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.

Options:

Discussion 0
Questions 32

You need to configure the options for the schedule.

Which options 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 33

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.

Discussion 0
Questions 34

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 35

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 36

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 37

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 38

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 39

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 40

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 41

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 42

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