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

"Microsoft Dynamics 365 Customer Service Functional Consultant", also known as MB-230 exam, is a Microsoft Certification. With the complete collection of questions and answers, Pass4sureCert has assembled to take you through 373 Q&As to your MB-230 Exam preparation. In the MB-230 exam resources, you will cover every field and category in Microsoft Dynamics 365 Certification helping to ready you for your successful Microsoft Certification.

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  • Exam Code: MB-230
  • Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant
  • Certification Provider: Microsoft
  • Corresponding Certification: Microsoft Dynamics 365
  • Updated: Jul 27, 2026
  • No. of Questions: 373 Questions & Answers with Testing Engine
  • Download Limit: Unlimited

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Topics of MB-230: Microsoft Dynamics 365 Customer Service Exam

Candidates must know the exam topics before they start of preparation. because it will really help them in hitting the core. Our Microsoft MB-230 exam dumps will include the following topics:

1. Perform configuration (25-30%)

Configure Service Management settings

  • Configure goal management components
  • Configure services
  • Configure queues
  • Configure holiday schedule
  • Create routing rules
  • Describe process of record creation and update rules
  • Configure cases
  • Configure user work hours
  • Configure categories and subjects
  • Configure customer service schedule
  • Configure customer service security roles

Configure processes

  • Configure custom business process flows
  • Implement business process flows from Microsoft AppSource

Create and configure customer service visualizations

  • Design and create customer service charts
  • Configure customer service content pack for Power BI
  • Execute and analyze customer service reports
  • Configure customer service dashboards

2. Manage cases and the knowledge base (30-35%)

Create and manage cases

  • Create and search for case records
  • Manage case list
  • Implement case routing rules
  • Convert activities to cases
  • Implement parent/child cases
  • Perform case resolution
  • Merge cases
  • Configure status reason transitions

Create and manage the knowledge base

  • Use the knowledge base to resolve cases
  • Link an article with a case
  • Create and manage knowledge base articles
  • Search for articles
  • Create and manage knowledge base article lifecycle
  • Configure entities for knowledge management

3. Manage queues, entitlements, and SLAs (25-30%)

Create and manage queues

  • Differentiate queue types
  • Implement case routing
  • Configure queue email settings
  • Configure entities for queues
  • Configure record creation and update rules
  • Add cases and activities to queues

Create and manage entitlements

  • Define and create entitlements
  • Activate and deactivate entitlements
  • Renew or cancel an entitlement
  • Manage entitlement templates
  • Assign an entitlement to a case

Create and manage SLAs

  • Define and create SLAs
  • Manage cases with SLAs
  • Determine SLA conditions
  • Use SLAs on-demand
  • Implement actions and details
  • Create and manage SLA items

4. Configure voice of the customer (15-20%)

Create surveys

  • Configure survey scoring
  • Identify respondent types
  • Add survey questions
  • Create a theme and upload images
  • Identify survey question types
  • Configure survey unsubscription options
  • Add pages to a survey and personalize data
  • Configure response routing

Preview, test, and publish surveys

  • Embed a survey in a web page
  • Distribute survey link using email
  • Clone, import, and translate surveys

Manage survey responses

  • Summarize survey results
  • Create business actions based upon survey responses
  • Implement workflow conditional logic for survey actions
  • Determine report types

For more info read reference:

Microsoft learning site

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

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement routing10%- Configure unified routing
  • 1. Configure work distribution
  • 2. Configure work classification
  • 3. Configure assignment methods
- Manage queues and routing
  • 1. Configure advanced routing rules
  • 2. Create and manage queues
  • 3. Configure routing rules
Implement Connected Customer Service10%- Configure IoT integration
  • 1. Configure IoT alerts
  • 2. Manage IoT devices
  • 3. Create cases from IoT alerts
- Manage Connected Customer Service scenarios
  • 1. Manage customer assets
  • 2. Configure asset management
  • 3. Configure proactive service
Implement multi-session experiences for Customer Service20%- Manage channels
  • 1. Configure Microsoft Teams integration
  • 2. Configure Chat
  • 3. Configure SMS
  • 4. Configure Voice
- Configure and manage Omnichannel
  • 1. Manage context variables
  • 2. Configure agent scripts
  • 3. Configure work streams and queues
  • 4. Configure routing and assignment
- Configure the Customer Service workspace
  • 1. Configure apps and templates
  • 2. Configure notifications
  • 3. Configure session management
  • 4. Configure productivity tools
Implement scheduling5%- Manage resources
  • 1. Define resources and resource groups
  • 2. Configure resource calendars and working hours
- Manage services
  • 1. Schedule service activities
  • 2. Define service activities
Manage cases and Knowledge Management20%- Create and manage cases
  • 1. Identify and create cases from activities
  • 2. Create case and child case
  • 3. Analyze cases with interactive dashboards
  • 4. Customize case views
  • 5. Use case routing rules
- Manage Knowledge Management
  • 1. Create and manage knowledge articles
  • 2. Manage the Knowledge Management lifecycle
  • 3. Configure entities for Knowledge Management
  • 4. Use knowledge article templates
Implement Microsoft Power Platform10%- Configure Power Virtual Agents
  • 1. Integrate chatbots with Customer Service
  • 2. Configure topics and entities
  • 3. Create chatbots
- Configure Power Automate
  • 1. Use Common Data Service connector
  • 2. Configure triggers and actions
  • 3. Create and manage flows
Manage entitlements and SLAs15%- Create and manage SLAs
  • 1. Define and configure SLA KPIs
  • 2. Enable SLAs for entities
  • 3. Use hierarchical SLA configurations
  • 4. Create SLA items and actions
- Create and manage entitlements
  • 1. Apply entitlements to cases
  • 2. Create and activate entitlements
  • 3. Define and manage entitlement templates
Manage analytics, visualizations, and insights10%- Manage insights
  • 1. Monitor and improve service with analytics
  • 2. Analyze Omnichannel insights
  • 3. Analyze conversation insights
- Configure Customer Service Insights
  • 1. Configure dashboards and charts
  • 2. Configure Customer Service historical analytics
  • 3. Configure Power BI integration

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