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You sign in to Dynamics 365 Customer Service as a system administrator. You attempt to configure unified record routing across digital messaging channels.

You receive the following error message:

Some required services need to be installed before unified routing can be turned on. Please contact Microsoft Support.

You need to enable unified record routing and route records.

Which three steps must you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Set up users as leads.

A.

Set up users as leads.

Answers
B.

Deploy Omnichannel for Customer Service.

B.

Deploy Omnichannel for Customer Service.

Answers
C.

Enable an entity for queues.

C.

Enable an entity for queues.

Answers
D.

Set up users as contacts.

D.

Set up users as contacts.

Answers
E.

Provision unified routing for Customer Service only.

E.

Provision unified routing for Customer Service only.

Answers
F.

Set up users as bookable resources.

F.

Set up users as bookable resources.

Answers
Suggested answer: B, E, F

Explanation:

BE: Provision unified routing in Customer Service with Omnichannel for Customer Service When Omnichannel for Customer Service is available but not deployed, in the Service Configuration Settings page, the following message will appear:

"Some required services need to be installed before unified routing can be turned on. Please contact Microsoft Support." F: Set up unified routing for records, prerequisites To set up record routing for Customer Service, unified routing must be enabled in your environment.

You must have users configured as bookable resource.

Etc.

Reference:

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

https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-record-routing

You are implementing Omnichannel for Customer Service for a company.

The company wants agents to serve customers through both the company's portal and Facebook page.

You need to enable the appropriate channels.

Which two channels should you enable? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

SMS channels

A.

SMS channels

Answers
B.

Chat

B.

Chat

Answers
C.

Facebook

C.

Facebook

Answers
D.

WhatsApp

D.

WhatsApp

Answers
E.

Social channels

E.

Social channels

Answers
Suggested answer: B, C

Explanation:

Use Chat

If you want to help your customers using live chat, you can use the Chat for Dynamics 365 Customer Service channel.

Use the Facebook channel.

Note: Social channels

If you want to help your customers using social media, you can use the following social channels:

Apple Messages for Business

Facebook

Google's Business Messages

WhatsApp through Twilio

Twitter

WeChat

LINE

Reference:

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

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

Your company uses Dynamics 365 Customer Service.

You are designing a survey to send out each time a case closes. The survey must adapt to display additional questions within the same survey if a customer chooses Dissatisfied as a survey answer.

You need to configure the survey.

Which feature should you use?

A.

Branching rule

A.

Branching rule

Answers
B.

Multiple-page survey

B.

Multiple-page survey

Answers
C.

Multiple answer

C.

Multiple answer

Answers
D.

Post-survey message

D.

Post-survey message

Answers
Suggested answer: A

Explanation:

Branching rules allow you to customize the flow of your survey. You can show or hide questions, choose to navigate to another question or survey, or even open a website based on the response to a question. Branching rules make your surveys interactive and ensure that only relevant questions are displayed to respondents.

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-voice/create-branching-rule

You are an Omnichannel supervisor at a company. You install a dashboard in Power BI.

You need to ensure that managers are able to access the intraday insights dashboard.

What should you do?

A.

From the supervisor configuration, add all users to the intraday insights dashboard.

A.

From the supervisor configuration, add all users to the intraday insights dashboard.

Answers
B.

From the agent configuration, promote the users to supervisors.

B.

From the agent configuration, promote the users to supervisors.

Answers
C.

From universal service desk, enable all dashboards.

C.

From universal service desk, enable all dashboards.

Answers
D.

From the supervisor configuration, add the required users.

D.

From the supervisor configuration, add the required users.

Answers
E.

From Power Bl, share the dashboard with the entire organization.

E.

From Power Bl, share the dashboard with the entire organization.

Answers
Suggested answer: D

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-intraday-dashboardsupervisor

You are implementing Omnichannel for Customer Service for a company.

The company has set up dedicated teams to handle inquiries from different social platforms. Each team member specializes in a specific product line from the company. However, the team members must be able to pick up any inquiry coming into the team.

You need to configure the system.

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

NOTE: Each correct selection is worth one point.

A.

Create a work item trigger

A.

Create a work item trigger

Answers
B.

Turn on Agent Affinity

B.

Turn on Agent Affinity

Answers
C.

Create a Parent Child attribute

C.

Create a Parent Child attribute

Answers
D.

Create a routing rule

D.

Create a routing rule

Answers
E.

Turn on a custom listener

E.

Turn on a custom listener

Answers
Suggested answer: A, D

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/routing-work-distribution-oca

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.

A.

Configure the mailbox for the queue

A.

Configure the mailbox for the queue

Answers
B.

Set the record creation and update rules for the queue

B.

Set the record creation and update rules for the queue

Answers
C.

Set the queue priority for the queue

C.

Set the queue priority for the queue

Answers
D.

Enable the queue for auto work distribution

D.

Enable the queue for auto work distribution

Answers
Suggested answer: A, B

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/queues-omnichannel

You use multiple workspaces within Dynamics 365 Customer Service insights.

You need to switch workspaces.

What should you do?

A.

Select Dashboard filters and then select a filter.

A.

Select Dashboard filters and then select a filter.

Answers
B.

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

B.

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

Answers
C.

Select My workspaces and then select a workspace.

C.

Select My workspaces and then select a workspace.

Answers
D.

Select View and then select a workspace view.

D.

Select View and then select a workspace view.

Answers
Suggested answer: C

Explanation:

As an owner of a workspace, you launch sharing of a workspace by going to the My workspaces panel, hovering your mouse over the workspace name, and then selecting the share icon to open a dialog. From there, you add any users from your company's Azure Active Directory. Any viewers will receive an email notifying them with a link to the workspace.

Reference:

https://cloudblogs.microsoft.com/dynamics365/it/2019/06/13/new-in-dynamics-365-customerservice-insights-share-workspaces-train-ai-model-with-renamed-topics/

You are configuring Dynamics 365 Customer Service workspaces.

Users want to use minimal keystrokes and easy-to-use navigation to open multiple sessions.

You need to configure the simplified navigation experience.

What should you do?

A.

Run the simplified navigation settings code in the browser console window within Dynamics 365 Customer Service.

A.

Run the simplified navigation settings code in the browser console window within Dynamics 365 Customer Service.

Answers
B.

Enable the appropriate features in the Power Platform admin center of the Dynamics 365 Customer Service environment.

B.

Enable the appropriate features in the Power Platform admin center of the Dynamics 365 Customer Service environment.

Answers
C.

Configure the settings in the Agent Experience area of the Customer Service Hub.

C.

Configure the settings in the Agent Experience area of the Customer Service Hub.

Answers
D.

Configure the settings in the administration console.

D.

Configure the settings in the administration console.

Answers
Suggested answer: D

Explanation:

Customize Customer Service workspace

You can use your browser's developer tools to customize some aspects of the Customer Service workspace.

Turn on the enhanced multisession workspace (preview)

With Customer Service workspace open, press the F12 key to open the developer tools window.

In the console window, type the following command and press Enter:

Xrm.Utility.getGlobalContext().saveSettingValue("msdyn_MultiSessionLayoutImprovements",true) Refresh the app page.

Note: If you turn on the enhanced multisession workspace, the enhanced experience applies in both Customer Service workspace and Omnichannel for Customer Service.

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/csw-overview#turn-on-theenhanced-multisession-workspace-preview

https://docs.microsoft.com/en-us/dynamics365/customer-service/csw-overview#simplifynavigation-in-customer-service-workspace

You are describing Power Virtual Agents to executives at a company.

The executives want to know which features are available out of the box.

You need to describe these features.

Which three features are available? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A.

Monitor bot conversations in real time.

A.

Monitor bot conversations in real time.

Answers
B.

Assign cases to specific users.

B.

Assign cases to specific users.

Answers
C.

Escalate to a live person.

C.

Escalate to a live person.

Answers
D.

Use bots in post-chat surveys through routing rules.

D.

Use bots in post-chat surveys through routing rules.

Answers
E.

Display a view of customer cases to users.

E.

Display a view of customer cases to users.

Answers
Suggested answer: A, C, E

Explanation:

A: Smart assist is an intelligent assistant that provides real-time recommendations to agents, helping them take actions while interacting with customers. It allows organizations to build a custom bot and plug-in to their environment. These custom bots interpret conversations in real time and provide relevant recommendations such as knowledge articles, similar cases, and next-best steps to the agent's user interface.

C: With Power Virtual Agents, you can hand off conversations to live agents seamlessly and contextually.

When you hand off a conversation, you share the full history of the conversation (the context) as well as all user-defined variables. Having access to this context means live agents that are using any connected engagement hub can be notified that a conversation requires a live agent, see the context of the prior conversation, and resume the conversation.

Reference:

https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/smart-assist

https://docs.microsoft.com/en-us/power-virtual-agents/advanced-hand-off

You create a Power Virtual Agents chatbot. The chatbot includes Power Automate flows. You are not a system administrator.

Users in your organization must collaborate to develop the chatbot.

You attempt to share the chatbot by adding user email addresses and assigning them Manager, Power Automate User, and Transcript Viewer permissions on the bot. The Send an email invitation to new users option is disabled.

Sharing of the chatbot fails.

You need to use the principle of least privilege to share the chatbot with users for collaboration.

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

NOTE: Each correct selection is worth one point.

A.

Assign the users the Environment Maker security role.

A.

Assign the users the Environment Maker security role.

Answers
B.

Ensure that a System Administrator assigns the users the Environment Maker security role.

B.

Ensure that a System Administrator assigns the users the Environment Maker security role.

Answers
C.

Share the Power Automate flows.

C.

Share the Power Automate flows.

Answers
D.

Enable Send an email invitation to new users and re-share the chatbot.

D.

Enable Send an email invitation to new users and re-share the chatbot.

Answers
E.

Configure a custom context variable for the chatbot.

E.

Configure a custom context variable for the chatbot.

Answers
Suggested answer: B, C

Explanation:

B: Insufficient environment permissions

Users in the environment must have the Environment maker security role before a bot can be shared with them.

System administrators of the environment need to assign the Environment maker security role to the user before you share the bot.

C: Share Power Automate flows used in a bot

You can add actions to a bot using flows in Power Automate; however, flows in a bot aren't automatically shared with other users when sharing a bot.

Users who don't have access to the shared flow can still run it by using the test bot canvas.

To let other users edit or add flows you'll need to share them in Power Automate. You can open flows directly from the topic where the flow is used.

Reference:

https://docs.microsoft.com/en-us/power-virtual-agents/admin-share-bots

https://docs.microsoft.com/en-us/dynamics365/customerengagement/onpremises/customize/create-site-map-app

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