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

  • Exam Code: MB-230
  • Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant
  • Updated: Sep 19, 2026   Q&As: 373 Questions and Answers

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About Microsoft MB-230 Exam

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

  • 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.
  • 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.
  • 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.

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

Omnichannel For Customer Service Implementation: 30-45%

  • 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.
  • 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.
  • Agent Experience Configuration: This topic measures your skills in creating macros, defining agent scripts, configuring notifications, Quick Responses, as well as sessions & applications.
  • 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.
  • 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.

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How much MB-230: Microsoft Dynamics 365 Customer Service Exam Cost

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage analytics, visualizations, and insights5-9%- Implement Customer Voice surveys and feedback
- Create and manage dashboards and reports
  • 1. Use out-of-box Customer Service reports
    • 2. Build custom dashboards and visualizations
      Topic 2: Manage cases and knowledge management51-55%- Create and manage cases
      • 1. Implement case routing and queues
        • 2. Manage case hierarchies and relationships
          • 3. Configure case types and statuses
            - Implement knowledge management
            • 1. Create and manage knowledge articles
              • 2. Integrate knowledge with cases and portals
                • 3. Configure knowledge search and recommendations
                  - Configure Dynamics 365 Copilot for Service
                  Topic 3: Implement scheduling10-14%- Configure service scheduling
                  • 1. Set up resources and resource groups
                    • 2. Define service activities and requirements
                      • 3. Implement scheduling rules and availability
                        Topic 4: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                        • 1. Configure SLA actions and warnings
                          • 2. Define SLA KPIs and timelines
                            • 3. Manage SLA calculations and pauses
                              - Configure entitlements
                              • 1. Define entitlement terms and restrictions
                                • 2. Associate entitlements with customers and cases
                                  Topic 5: Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
                                  • 1. Connect Customer Service with other apps
                                    • 2. Create custom forms and workflows
                                      Topic 6: Implement routing and work distribution2-6%- Configure unified routing
                                      • 1. Set up workstreams and queues
                                        • 2. Define routing rules and decision trees
                                          Topic 7: 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
                                              Topic 8: Implement Connected Customer Service2-6%- Set up IoT and field service integration

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