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Microsoft MB-230: Target Audience and Prerequisites

The candidates for this certification exam are Dynamics 365 Customer Service Functional Consultants. These professionals cooperate with the Customer Engagement Administrators to upgrade and implement different components of Power Platform, which include customer feedback, connected services, and knowledge management.

The Microsoft MB-230 exam is an associate-level certification test, which means that it does not have any official prerequisites. However, the students should have extensive knowledge of customer services. These include understanding the industry terminologies, standards, priorities, methodologies, best practices, and customer service operations. They should also have practical skills in meeting the needs of users through the Dynamics 366 customer service. These cover the areas, such as cases, resource scheduling, knowledge management, and Customer Service Insights. In addition, the learners should be conversant with entitlements, queues, visualization, Omnichannel for Customer Service, Power Virtual Agents, and Service Level Agreements.

The Microsoft Dynamics 365 Customer Service exam MB-230 by code is designed to test one's knowledge of the implementation of omnichannel solutions focused on service, quality, reliability, efficiency, and customer satisfaction.

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MB-230: Microsoft Dynamics 365 Customer Service Exam Certification Path

MB-230: Microsoft Dynamics 365 Customer Service Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with Microsoft technology are well invited to pursue this certification.

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Main Requirements for Microsoft MB-230 Exam

While there are no strict prerequisites for this test, it is recommended that the candidates earn the Microsoft Certified: Dynamics 365 Fundamentals certification to understand the exam content. Microsoft MB-230 is designed for the functional consultants who possess customer service expertise. They are involved in implementing omnichannel solutions, which focus on service, efficiency, customer satisfaction, reliability, and quality. The potential candidates for this test should have solid applied knowledge that meets the user needs via the Dynamics 365 Customer Service, including the professional understanding of cases, queues, entitlements, and knowledge base.

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

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. Connect Customer Service with other apps
    • 2. Create custom forms and workflows
      Topic 2: 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 3: Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
            - Create and manage dashboards and reports
            • 1. Use out-of-box Customer Service reports
              • 2. Build custom dashboards and visualizations
                Topic 4: Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
                • 1. Integrate channels and productivity tools
                  • 2. Set up app profiles and session templates
                    Topic 5: Manage cases and knowledge management51-55%- Create and manage cases
                    • 1. Manage case hierarchies and relationships
                      • 2. Configure case types and statuses
                        • 3. Implement case routing and queues
                          - Configure Dynamics 365 Copilot for Service
                          - Implement knowledge management
                          • 1. Integrate knowledge with cases and portals
                            • 2. Create and manage knowledge articles
                              • 3. Configure knowledge search and recommendations
                                Topic 6: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                Topic 7: Implement routing and work distributionnull- Configure unified routing
                                • 1. Define routing rules and decision trees
                                  • 2. Set up workstreams and queues
                                    Topic 8: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                                    • 1. Configure SLA actions and warnings
                                      • 2. Manage SLA calculations and pauses
                                        • 3. Define SLA KPIs and timelines
                                          - Configure entitlements
                                          • 1. Define entitlement terms and restrictions
                                            • 2. Associate entitlements with customers and cases

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