Exam MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant
Proctored role-based exam that may include interactive components.
- Type
- Written
- Duration
- 100 min
Passing score: 700 Scaled score
Exam sections
Manage cases in Customer Service
Covers defining and configuring foundational components like case resolution, security roles, and timeline controls. It also includes knowledge management, AI-led article creation, Microsoft Teams collaboration, and implementing service-level agreements (SLAs).
Preparation tips
Focus on knowledge management, SLA configuration, and integrating Copilot and Microsoft Teams for collaboration.
Configure representative experience and routing
Focuses on advanced routing such as workstreams, capacity profiles, and skills-based routing. It also covers productivity tools like scripts and macros, and setting up the Copilot Service workspace with session templates and experience profiles.
Preparation tips
Understand work classification, assignment rules, and how to optimize the agent experience using productivity tools and the Copilot workspace.
Extend Customer Service
Details the configuration of the data model and UI components, including forms, views, and Dataverse search. It also covers capturing customer feedback using Customer Voice surveys and managing automated email templates and in-app notifications.
Preparation tips
Review data model customization, including tables, columns, and relationships, and practice creating personalized surveys in Customer Voice.
