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You are an administrator of a Dynamics 365 Customer Service system for a computer support company.

Team members must handle cases as follows:

A case for a new customer follows a different process than for a returning customer.

A case for a returning customer who has a contract follows a different process than for a customer who is pay as you go.

All cases must be researched and resolved.

Cases must be handled in a manner that is simple to maintain.

You need to ensure that all team members follow the same process for handling cases.

What should you do?

A.

Create a business process now that branches.

A.

Create a business process now that branches.

Answers
B.

Create two different forms and a business process flow for each type of customer.

B.

Create two different forms and a business process flow for each type of customer.

Answers
C.

Create a Power Automate now that branches.

C.

Create a Power Automate now that branches.

Answers
D.

Create two different queues for the different types of customers.

D.

Create two different queues for the different types of customers.

Answers
Suggested answer: A

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/onpremises/customize/enhance-business-process-flows-branching?view=op-9-1

A P-L-U-S company is implementing a customized app that will automatically route cases.

You need to determine the correct URL to connect to the app location in the cloud.

Which URL format should you use?

A.

https://"<"org">.dynamics.com/apps

A.

https://"<"org">.dynamics.com/apps

Answers
B.

https://"<"org">.crm.dynamics.com/

B.

https://"<"org">.crm.dynamics.com/

Answers
C.

https://<orgname>.<CRMRegion>.dynamics.com/Apps/uniquename/<AppUniqueName>

C.

https://<orgname>.<CRMRegion>.dynamics.com/Apps/uniquename/<AppUniqueName>

Answers
D.

https://"<"org">/apps

D.

https://"<"org">/apps

Answers
Suggested answer: A

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-rules-automatically-routecases

A P-L-U-S company must standardize the management of web leads and leads generated across their internal and external sales teams.

You need to create an entitlement.

Which type of entitlement should you create?

A.

Multi-channel

A.

Multi-channel

Answers
B.

Omnichannel

B.

Omnichannel

Answers
C.

Teams channel

C.

Teams channel

Answers
Suggested answer: B

Explanation:

Omni-channel: An omni-channel solution offers two or more channel experiences to customers, and the customer experience is consistent across channels. The context of the case and customer is used to streamline the experience across apps. For example, a customer starts on a self-service portal but then starts a chat conversation. All the pages that the customer has opened are available to the agent.

By providing multi-channel or omni-channel solutions to your customer, you help guarantee that each customer can interact with your organization by using the option that's best for him or her.

When you provide multi-channel or omni-channel solutions, you must also consider the effect on the organization. Although it's important to make sure that customers have a consistent experience when they work with the different channels, it's also important to remember that each channel is different.

Reference:

https://www.globalits.bh/how-customer-service-can-handle-entitlement-channels-in-dynamics-365/

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 private and add applicable members.

Set up the support queue to be public.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: B

Explanation:

The level1 and level2 queues must be public so the users can access them.

Note: Public: All users can see and access these queues, depending on their security role.

Users pick items from the queue. The items that a user picks are then moved to that user's personal queue.

Private: Access to these queues is assigned to specific users. (Members are defined on the queue record.)

Users pick items from the queue. The items that a user picks are then moved to that user's personal queue.

Also:

In Customer Service, you can create two types of queues:

Private queues: Create with limited set of members to help those members easily view the queue items in that queue. Private queues streamline queue items for the members of that queue only and help to remove clutter from other user's views.

Public queues: Create to let everyone in the organization view the queue and all of its items.

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-queues-manage-activitiescases

You are a Dynamics 365 Customer Service representative.

You need to take the appropriate action when creating new cases to ensure that the automated routing rule is applied.

What should you use?

A.

Add to queue

A.

Add to queue

Answers
B.

Run workflow

B.

Run workflow

Answers
C.

Save and route

C.

Save and route

Answers
D.

Share

D.

Share

Answers
Suggested answer: A

Explanation:

Routing rules define how conversations are routed to different queues. Each routing rule has a condition and a destination queue. If the rule condition is evaluated as True, then the conversation is routed to the destination queue.

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/routing-rules

You are using Dynamics 365 Customer Service to create and activate entitlements.

Customer service representatives state that the entitlement status is set to Waiting, and they cannot use the entitlement. You must ensure customer service representatives can use the entitlement.

You need to identify the entitlement issue.

What is the cause of the issue?

A.

The Products or Contact field values have not been configured before activation.

A.

The Products or Contact field values have not been configured before activation.

Answers
B.

The start date of the entitlement is in the future.

B.

The start date of the entitlement is in the future.

Answers
C.

The entitlement has expired and is awaiting renewal.

C.

The entitlement has expired and is awaiting renewal.

Answers
D.

The end date of the entitlement has been incorrectly configured to a date that has already passed.

D.

The end date of the entitlement has been incorrectly configured to a date that has already passed.

Answers
Suggested answer: B

Explanation:

If the start and end date of the entitlement fall in the future, the status of the entitlement is set to Waiting. On the start date, the status automatically changes to Active. If the end date is in the past, the entitlement is set to Expired.

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-entitlement-definesupport-terms-customer

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.

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.

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.

Answers
B.

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

B.

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

Answers
C.

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

C.

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

Answers
D.

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

D.

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

Answers
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.

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.

Answers
Suggested answer: C, E

Explanation:

Note: Quickly create other entitlements prefilled with the basic information like the start and end date, service level agreement (SLA), allocation type, and total term by using an entitlement template in Dynamics 365 Customer Service. For example, create a template for a standard entitlement, and then apply this template for every standard customer in your organization.

Template information include:

Total Term: Specify the total amount of support the customer is entitled to with respect to the allocation type. For example, if the allocation type is number of cases and you specify 100 in Total term, then the customer is entitled to support up to 100 cases.

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-entitlement-definesupport-terms-customer

https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-entitlements-templates

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.

A.

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

A.

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

Answers
B.

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

B.

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

Answers
C.

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

C.

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

Answers
D.

Automatically apply SLAs to records based on business logic.

D.

Automatically apply SLAs to records based on business logic.

Answers
E.

Assign SLAs manually to records.

E.

Assign SLAs manually to records.

Answers
Suggested answer: D, E

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/define-service-levelagreements#apply-slas-on-demand

You are using Dynamics 365 Customer Service.

You need to ensure that customers request support by using email, phone or web, based on their signed contracts with your company.

What should you do?

A.

Configure entitlement channels.

A.

Configure entitlement channels.

Answers
B.

Create an entity for each channel and configure the relationship with the entitlement.

B.

Create an entity for each channel and configure the relationship with the entitlement.

Answers
C.

Create queues for each channel.

C.

Create queues for each channel.

Answers
D.

Configure routing rules.

D.

Configure routing rules.

Answers
Suggested answer: A

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-entitlement-definesupport-terms-customer

A P-L-U-S company uses Dynamics 365 Customer Service. A client purchases a premium support package that allows six support incidents over two years.

You need to set up support entitlement enforcement.

Which three attributes should you configure? Each correct answer presents a part of the solution.

NOTE: Each correct selection is worth one point.

A.

Specify the remaining item

A.

Specify the remaining item

Answers
B.

Specify the total term

B.

Specify the total term

Answers
C.

Specify the end date

C.

Specify the end date

Answers
D.

Set the Restrict based on entitlement terms value

D.

Set the Restrict based on entitlement terms value

Answers
E.

Specify the service-level agreement (SLA)

E.

Specify the service-level agreement (SLA)

Answers
Suggested answer: B, C, D

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-entitlement-definesupport-terms-customer

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