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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.

SLA, Entitlements, and Queues Management: 15-20%

  • SLAs Creation & Management: The candidates need to demonstrate their skills in creating and defining SLAs, configuring SLA settings, and manually applying SLAs. This domain will also evaluate competence in configuring holiday schedules, configuring customer service schedules, and implementing actions with the use of Power Automate.
  • Entitlement Creation & Management: This section measures the learners’ skills in configuring entitlements, activating and deactivating entitlements, and creating and defining entitlements. It also covers their skills in renewal or cancelation of an entitlement.
  • Queues Creation & Management: This subject area requires your competence in configuring queues and entities or queues, performing queue operations, and adding activities & cases to queues.

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Skills Measured

MB-230 test assesses the candidates in the following skills areas:

  • Omnichannel for customer service
  • Managing analytics
  • Managing entitlements, queues, and service-level agreements (SLAs)
  • Knowledge and case management
  • Implementing scheduling

The first topic aims at assessing the learner's knowledge of the creation, management, configuration, and automation of cases. Thus, you will have to know how to monitor case lists, look for case records, merge various cases, transform activities into cases, and set autonumbering. In addition, you will have to execute Advanced Similarity rules, tailor the Case Resolution form, compose Status Reason transitions, and receive feedback by using Customer Voice. What is more, this part also assesses the candidates' ability to implement knowledge management in real-world scenarios. So, candidates need to master such terms as the knowledge search control, relevance search, knowledge article templates, etc.

The key management concerns in the second domain include the queues, entitlements, and SLAs. Under the management of SLAs, the candidate must have profound knowledge of the definition, creation, configuration, implementation, and manual application of SLAs into a system. More so, a clear description of the components that make up the SLA is needed. When it comes to monitoring queues and entitlements, this portion will emphasize the configuration of queues, adding activities to them, accomplishing queue operations, controlling entitlement templates, and cancelling an entitlement.

Within the third tested area, a candidate will be required to learn how to perform tasks such as the configuration of business closures, resources, work hours, equipment, facilities, etc. Besides, applicants will need to learn how to determine and schedule services, arrange fulfillment preferences, and make up a schedule board.

The next segment is concerned with the implementation of omnichannels mainly for customer service. Thus, the candidate should be able to deploy an omnichannel using a set of standards steps from the definition of user settings to configuring skills-based routing. The implementation of Power Virtual Agents is also one of the core parts of this area. Lastly, the candidate should gain hands-on skills in distributing work, and configuring both the agent experience & the supervisor experience. All in all, with such a domain, you'll master such concepts as the Channel Integration Framework, Secure Message Service, pre-chat surveys, context variables, Quick Responses, and Omnichannel Insights.

The last sector aims at assessing the candidate's knowledge in managing analytics. It involves the configuration of customer service insights, which include the description of use cases and capabilities for customer insights. It also extends to the creation and configuration of visualizations with a focus on interactive dashboards, the Design wizard, and the creation of charts.

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Career Path After Acing Microsoft MB-230 Exam

The Microsoft MB-230 exam leads to the associate-level certification. This certificate is all you need to be successful in your field. After earning it, you will be able to apply for several job roles, which also offer a good salary. To be precise, these are the positions you can pursue after getting certified:

  • Microsoft Dynamics CRM Architect;
  • Dynamics Ax Developer;
  • Dynamics Ax Solution Architect.
  • Microsoft Architect;
  • Microsoft Dynamics Consultant;

Interestingly, all the above-mentioned job titles are paid between $24,807 and $99,751 per year.

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

Microsoft MB-230 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
      Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
      • 1. Use out-of-box Customer Service reports
        • 2. Build custom dashboards and visualizations
          - Implement Customer Voice surveys and feedback
          Implement routing and work distributionnull- Configure unified routing
          • 1. Define routing rules and decision trees
            • 2. Set up workstreams and queues
              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
                    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
                        Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                        • 1. Manage SLA calculations and pauses
                          • 2. Configure SLA actions and warnings
                            • 3. Define SLA KPIs and timelines
                              - Configure entitlements
                              • 1. Associate entitlements with customers and cases
                                • 2. Define entitlement terms and restrictions
                                  Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                  Manage cases and knowledge management51-55%- Implement knowledge management
                                  • 1. Integrate knowledge with cases and portals
                                    • 2. Create and manage knowledge articles
                                      • 3. Configure knowledge search and recommendations
                                        - Create and manage cases
                                        • 1. Manage case hierarchies and relationships
                                          • 2. Implement case routing and queues
                                            • 3. Configure case types and statuses
                                              - Configure Dynamics 365 Copilot for Service
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