Microsoft Dynamics 365 Customer Service Functional Consultant - MB-230

Microsoft MB-230 test insides dumps
  • Exam Code: MB-230
  • Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant
  • Updated: Aug 11, 2026
  • Q & A: 373 Questions and Answers
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About Microsoft MB-230 PDF & Testinsides IT real test

Analytics Management: 10-15%
  • Customer Service Insights Configuration: This section requires one’s knowledge of use cases and capabilities of Customer Service Insights dashboards. It also measures the skills in managing workspaces and connecting to Customer Service Insights.
  • Visualization Creation & Configuration: The candidates need to possess the expertise in designing and creating charts and reports with the use of Design wizard. This subtheme will also evaluate the competence of the examinees in configuring interactive dashboards.

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Associated Certification

The Microsoft MB-230 is one of the certification exams required to earn the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate. This certificate is appropriate for individuals who want to develop CX solutions that are agile, fast, and leverage Artificial Intelligence to anticipate business needs. To get certified, however, every candidate is required to pass PL-200 exam in addition to MB-230.

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

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Microsoft MB-230 Exam Syllabus Topics:
SectionWeightObjectives
Topic 1: Implement Connected Customer Service2-6%- Set up IoT and field service integration
Topic 2: Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
  • 1. Define SLA KPIs and timelines
    • 2. Configure SLA actions and warnings
      • 3. Manage SLA calculations and pauses
        - Configure entitlements
        • 1. Define entitlement terms and restrictions
          • 2. Associate entitlements with customers and cases
            Topic 3: Implement routing and work distributionnull- Configure unified routing
            • 1. Set up workstreams and queues
              • 2. Define routing rules and decision trees
                Topic 4: 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
                    Topic 5: Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
                    - Create and manage cases
                    • 1. Implement case routing and queues
                      • 2. Configure case types and statuses
                        • 3. Manage case hierarchies and relationships
                          - Implement knowledge management
                          • 1. Create and manage knowledge articles
                            • 2. Integrate knowledge with cases and portals
                              • 3. Configure knowledge search and recommendations
                                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%- Implement Customer Voice surveys and feedback
                                    - Create and manage dashboards and reports
                                    • 1. Build custom dashboards and visualizations
                                      • 2. Use out-of-box Customer Service reports
                                        Topic 8: Implement scheduling10-14%- Configure service scheduling
                                        • 1. Set up resources and resource groups
                                          • 2. Implement scheduling rules and availability
                                            • 3. Define service activities and requirements

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