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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%

  • 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.
  • 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.

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Introduction to MB-230: Microsoft Dynamics 365 Customer Service Exam

Microsoft MB-230 Exam is a certification exam that is conducted by Microsoft to validates candidate knowledge and skills of Managing cases and knowledge base .

Candidate are in charge of designing and implementing service management visualizations and reports provided by and in collaboration with the Solution Architect. This exam checks competency level on topics such as implementation and upgradation Power platform components,managing entitlements and SLA's . After passing this exam, candidates get a certificate from Microsoft that helps them to demonstrate their proficiency in Dynamics 365 Customer Service to their clients and employers.

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

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Microsoft MB-230日本語 Exam Syllabus Topics:

SectionWeightObjectives
Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
  • 1. Create custom forms and workflows
    • 2. Connect Customer Service with other apps
      Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
      • 1. Set up app profiles and session templates
        • 2. Integrate channels and productivity tools
          Implement scheduling10-14%- Configure service scheduling
          • 1. Set up resources and resource groups
            • 2. Implement scheduling rules and availability
              • 3. Define service activities and requirements
                Manage cases and knowledge management51-55%- Create and manage cases
                • 1. Implement case routing and queues
                  • 2. Configure case types and statuses
                    • 3. Manage case hierarchies and relationships
                      - Configure Dynamics 365 Copilot for Service
                      - Implement knowledge management
                      • 1. Configure knowledge search and recommendations
                        • 2. Integrate knowledge with cases and portals
                          • 3. Create and manage knowledge articles
                            Implement routing and work distribution2-6%- Configure unified routing
                            • 1. Set up workstreams and queues
                              • 2. Define routing rules and decision trees
                                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
                                    Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                                    • 1. Define entitlement terms and restrictions
                                      • 2. Associate entitlements with customers and cases
                                        - Implement SLAs
                                        • 1. Manage SLA calculations and pauses
                                          • 2. Define SLA KPIs and timelines
                                            • 3. Configure SLA actions and warnings
                                              Implement Connected Customer Service2-6%- Set up IoT and field service integration

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