Microsoft MB-230 : Microsoft Dynamics 365 Customer Service Functional Consultant

  • Exam Code: MB-230
  • Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant
  • Updated: Jun 19, 2026     Q & A: 340 Questions and Answers

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Microsoft MB-230 Exam Syllabus Topics:

TopicDetails

Manage cases and Knowledge Management (20-25%)

Create and manage cases- configure cases
- manage case lists
- create and search for case records
- convert activities to cases
- perform case resolution
- implement parent/child cases
- merge cases
- set autonumbering for customer service entities
Configure and automate cases- implement Advanced Similarity rules
- implement record creation and update rules
- implement case routing rules
- customize the Case Resolution form
- configure Status Reason transitions
- configure business process flows- capture customer feedback by using Customer Voice
Implement Knowledge Management- configure the Knowledge Search control
- link an article with a case
- use knowledge management to resolve cases
- manage the knowledge management article lifecycle
- manage Knowledge management articles
- configure entities for Knowledge Management
- manage Knowledge article templates
- implement knowledge search
- enable Relevance Search
- configure categories and subjects
- convert cases to knowledge articles

Manage queues, entitlements, and service-level agreements (SLAs) (15-20%)

Create and manage queues- describe use cases for each queue type
- configure queues
- add cases and activities to queues
- configure entities for queues
- perform queue operations
Create and manage entitlements- configure entitlements
- define and create entitlements- manage entitlement templates
- activate and deactivate entitlements- renew or cancel an entitlement
Create and manage SLAs- define and create service-level agreements (SLAs)
- configure SLA settings
- configure a holiday schedule
- configure a customer service schedule
- implement actions by using Power Automate
- manage cases that are associated with SLAs
- manually apply an SLA
- create and manage SLA items

Implement scheduling (10-15%)

Manage resources- configure business closures
- configure organizational units
- configure resources
- configure work hours
- configure facilities and equipment
Manage services- define services
- schedule a service activity
- configure fulfillment preferences
- create a schedule board
- schedule a service activity by using the schedule board

Implement Omnichannel for Customer Service (30-35%)

Deploy Omnichannel for Customer Service- provision Omnichannel for Customer Service
- define user settings
- configure application setting
- manage queues
- configure skills-based routing
Implement Power Virtual Agents- describe Power Virtual Agents components and concepts
- integrate Power Virtual Agents with Dynamics 365 Customer Service- escalate conversations to a live agent
Manage channels- describe use cases for the Channel Integration Framework
- configure channels
- enable the chat widget on websites
- configure pre-chat surveys
- configure proactive chat
- configure Secure Message Service (SMS)
Distribute work- describe difference between entity routing and channel routing
- configure work streams
- configure entity routing
- configure routing values
- implement context variables
Configure the agent experience- create macros
- define agent scripts
- configure Quick Responses
- configure sessions and applications
- configure notifications
Configure the supervisor experience- configure Omnichannel Insights dashboard
- configure intraday insights
- customize KPIs for intraday insights
- enable sentiment analysis

Manage analytics (10-15%)

Configure Customer Service Insights- describe capabilities and use cases for Customer Service Insights dashboards
- connect to Customer Service Insights- manage workspaces
Create and configure visualizations- configure interactive dashboards
- design and create charts
- design reports by using the Design wizard

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Omnichannel For Customer Service Implementation: 30-45%

  • Power Virtual Agents Implementation: The individuals should learn how to explain the concepts and components of Virtual Agents. They also need the skills in integrating Power Virtual Agents and Dynamics 365 Customer Service. Additionally, they should be able to escalate a conversation to a live agent.
  • Omnichannel for Customer Service Deployment: This subtopic will evaluate the skills of the applicants in managing queues and defining user settings. It will also measure competence in configuring skill-based routing, configuring application settings, and provisioning Omnichannel for Customer Service.
  • Supervisor Experience Configuration: The learners need to demonstrate their skills in enabling sentiment analysis, customizing KPI or intra-day insight, as well as configuring intra-day insights and Omnichannel Insights dashboard.
  • Channels Management: This subdomain equips the examinees with the skills needed to configure channels, pre-chat surveys, Secure Message Service, and proactive chat. It also requires their experience in explaining the use cases for Channel Integration Frameworks and enabling chat widgets on the websites.
  • Work Distribution: The candidates need to possess competence in configuring workstreams, routing values, and entity routing. Additionally, they should be able to demonstrate their expertise in implementing context variables and explaining the variations between channel routing and entity routing.
  • Agent Experience Configuration: This topic measures your skills in creating macros, defining agent scripts, configuring notifications, Quick Responses, as well as sessions & applications.

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

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