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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.
  • 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.
  • 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.
  • 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.

The Microsoft MB-230 validation is an associate-level exam, which aims at equipping the candidates with the knowledge and skills required to implement omnichannel solutions for the purposes of reliability, quality, efficiency, service, and customer satisfaction. It is an ideal exam for candidates who have a passion for the implementation and design of service management reports and visualizations.

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

Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implement routing and work distributionnull- Configure unified routing
  • 1. Define routing rules and decision trees
    • 2. Set up workstreams and queues
      Topic 2: Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
      • 1. Define entitlement terms and restrictions
        • 2. Associate entitlements with customers and cases
          - Implement SLAs
          • 1. Manage SLA calculations and pauses
            • 2. Configure SLA actions and warnings
              • 3. Define SLA KPIs and timelines
                Topic 3: Implement scheduling10-14%- Configure service scheduling
                • 1. Implement scheduling rules and availability
                  • 2. Set up resources and resource groups
                    • 3. Define service activities and requirements
                      Topic 4: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                      Topic 5: Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
                      - Create and manage cases
                      • 1. Configure case types and statuses
                        • 2. Implement case routing and queues
                          • 3. Manage case hierarchies and relationships
                            - Implement knowledge management
                            • 1. Create and manage knowledge articles
                              • 2. Configure knowledge search and recommendations
                                • 3. Integrate knowledge with cases and portals
                                  Topic 6: Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
                                  • 1. Set up app profiles and session templates
                                    • 2. Integrate channels and productivity tools
                                      Topic 7: Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
                                      • 1. Build custom dashboards and visualizations
                                        • 2. Use out-of-box Customer Service reports
                                          - Implement Customer Voice surveys and feedback
                                          Topic 8: 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
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