MB-230 sample exam questions
15 exam-style questions for Microsoft MB-230: Customer Service Functional Consultant, with answers and explanations. Take them as a timed practice exam first if you want a score out of 1000.
- DRAG DROP
Your company uses Dynamics 365 Customer Service.
The company wants to send a customer survey to each customer when a case is closed. The survey must include the following:
• An area with a list of questions that rate the answers as poor, average, or great.
• A question that rates whether the customer would recommend your company to others.
The company wants to exclude symbols from any of the question types.
You need to configure the question types.
Which question type should you use? To answer, drag the appropriate question type to the correct requirement. Each question type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

Move each item to the matching row:
- Likert
- Net Promoter Score
- Rating
- List of questions
- Recommendation question
Show answer
- List of questions Likert
- Recommendation question Net Promoter Score
WhyA Likert question shows a list of statements rated on a text scale such as poor, average and great, without symbols. A Net Promoter Score question asks how likely the customer is to recommend the company, on a 0-10 scale.
- You implement Dynamics 365 Customer Service for a company. Support representatives use the Customer Service workspace.
Support representatives must begin working on existing cases in their queues when they open the workspace.
Which screen should the representatives use to perform this task?- ACustomer service multiple customer sessions
- BCustomer Service Agent Dashboard
- CPower Bl dashboard
- DNext available case record
Show answer
Correct answer: B
WhyThe Customer Service Agent Dashboard (my work, queues) lists the representative's active cases in the queue so they can start working on them. Power BI dashboards are for analytics and multi-session views do not list queue work.
- A
- A customer’s entitlement is not available to assign to a case.
You need to determine the cause of the customer’s issue.
What are two possible reasons for the issue? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.- AThe entitlement is active
- BThe entitlement is in waiting status
- CThe entitlement is expired
- DThe entitlement was renewed
- EThe entitlement is set as the default
Show answer
Correct answer: B, C
WhyOnly an active entitlement within its dates can be selected on a case. A Waiting entitlement (not yet started) and an expired entitlement cannot be assigned. Active, default, or renewed entitlements are not reasons for being unavailable.
- A
- You are a Dynamics 365 system administrator.
The customer service desk needs to be able to apply service level agreements (SLAs) on demand to customers that do not have SLAs.
You need to determine how SLAs on demand can be assigned.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.- AUse an existing customer SLA and change the conditions after assigning the SLA to the customer record.
- BCreate a new SLA for each case that does not have a customer SLA.
- CGo into the SLA configuration and assign it to a customer.
- DAutomatically apply SLAs to records based on business logic.
- EAssign SLAs manually to records.
Show answer
Correct answer: C, E
WhyOn-demand SLAs are applied manually by agents to a record, or assigned through the SLA setting on the customer. Automatic application based on business logic is the default behavior for automatic SLAs, so it is not on demand.
- A
- HOTSPOT
A computer repair company employs technicians. Some technicians fix hardware issues and some fix software issues.
A case is opened for each customer call. Technicians are sent to customers’ homes when issues cannot be fixed over the phone. The company implements Dynamics 365 Customer Service and wants to start scheduling the technicians’ in-person appointments.
The requirements for scheduling appointments are as follows:
• Schedule an appointment with the technician who is located closest to a customer.
• Schedule an appointment based on whether the issue is hardware or software.
• The dispatcher who schedules appointments must not be able to configure the system.
You need to configure the system to meet the requirements.
Which options should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Configure the dispatcher security role. Schedule Manager and Customer Service Schedule Administrator / Customer Service Scheduler and Scheduler / Customer Service Schedule Administrator only / Scheduler only Schedule the software and hardware technicians. Services / Queues / Facilities / Routing rules Show answer
- Configure the dispatcher security role. Customer Service Scheduler and Scheduler
- Schedule the software and hardware technicians. Services
WhyThe Customer Service Scheduler and Scheduler roles let a dispatcher book resources without configuring the system, which is what the administrator roles do. A service defines which resources are needed, so separate hardware and software services pick the right technicians. Customer Service scheduling is deprecated.
- A company closes the business each year for nine business days.
You need to configure the system to reflect the business closure while minimizing the number of records that you must create in the system.
What should you create?- Anine customer service calendar records of a one-day duration
- Btwo holiday calendar records of a seven-day duration
- Cthree holiday schedule records of a three-day duration
- Done business closure record of a nine-day duration
Show answer
Correct answer: D
WhyA business closure record holds a start date and an end date, so one nine-day business closure record covers the whole period with a single record. Customer service calendar and holiday schedule records would need multiple entries, which does not minimize the records created.
- A
- HOTSPOT
A company is implementing Omnichannel for Customer Service.
The company plans to release a new product in the following markets: Germany, Spain, and France.
Before the product launches, one agent from each country/region will receive training on the new product. The agents are included as part of a new team for the product. Each agent is part of a team specific to the country/region that they serve.
Inquiries about the new product must be routed as follows:
1. Route inquiries to an agent who knows the new product and is fluent in the language of the caller.
2. Route inquiries to an agent who knows the new product but speaks only a bit of the language of the caller.
3. Route inquiries to an agent who speaks all caller languages but does not know the new product.
You need to configure the system.
Which feature should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Language competency level Rating model / Sentiment analysis / Fulfillment requirement Product competency Resource category / Resource characteristic / Resource characteristic type Pool of product trained agents Queue / Territory / Organizational unit Show answer
- Language competency level Rating model
- Product competency Resource characteristic
- Pool of product trained agents Queue
WhyA rating model expresses how well an agent speaks a language, such as fluent or basic. Product knowledge is stored as a resource characteristic, which is matched during skill-based routing. A queue groups the trained agents into a pool that receives the routed inquiries.
- A company manufactures, installs, and maintains residential water filtration systems. The company implements Dynamics 365 Customer Service.
Installation technicians call support technicians when they encounter issues during system installations.
You must create step-by-step documentation for the support technicians.
Which two fields must you include? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.- ADescription
- BAgent script
- COwner
- DLanguage
Show answer
Correct answer: C, D
WhyStep-by-step documentation for support technicians is created as agent scripts, whose key fields include owner and language. Description and agent script are not the required fields in the answer, so the community choice of owner and language is used.
- A
- DRAG DROP
A company uses Customer Service.
The company plans to enable a customer service agent in Omnichannel.
You need to identify the security roles that are required for the bot user.
What should you identify? To answer, move the appropriate security roles to the correct requirements. You may use each security role once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

Move each item to the matching row:
- Bot user
- Customer Service app user
- Customer service manager
- Omnichannel agent
- Productivity tools user
- Provides bot user access to the support agent.
- Provides bot user access to search the knowledge base articles.
Show answer
- Provides bot user access to the support agent. Omnichannel agent
- Provides bot user access to search the knowledge base articles. Productivity tools user
WhyThe bot application user is treated like a representative, so the Omnichannel agent role lets it take conversations. The Productivity tools user role adds access to productivity features such as knowledge article search. Omnichannel for Customer Service has since merged into Dynamics 365 Contact Center.
- A company uses Dynamics 365 Customer Service. The company plans to enable in-app notifications to improve agent productivity.
Agents must be notified 15 minutes prior to any scheduled customer calls. The agents can dismiss the notification if needed.
You need to enable the notification.
Which notification type should you use?- ASMS
- Btoast
- Cmissed
- Dalert
Show answer
Correct answer: B
WhyA toast notification appears briefly in the app and can be dismissed, which fits a reminder 15 minutes before a scheduled customer call. Alerts persist until acted on, missed notifications are for unanswered conversations, and SMS is not an in-app notification type.
- A
- A company that owns hundreds of subsidiaries uses Dynamics 365 Customer Service. Each subsidiary has its own business models and serves different industries.
You configure Connected Customer Service for Azure IoT Central.
For which three use cases should you use Connected Customer Service? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.- ACreate work orders to replace IoT-enabled traffic lights when the light bulb fails.
- BCreate cases to update entitlements support terms for IoT devices when customers reach the end of their entitlement term.
- CCreate cases to moderate social media when users leave poor ratings about an IoT sensor.
- DCreate cases to ship new medication when an IoT sensor reports that the temperature of the medication’s packing material has exceeded its usable threshold.
- ECreate work orders to repair IoT-enabled fiber optic connection boxes when a connection cannot be established for a week.
Show answer
Correct answer: A, D, E
WhyConnected Customer Service turns IoT device alerts into cases or work orders. Valid uses are a failed traffic light bulb creating a work order, a medication sensor exceeding temperature creating a case, and a fiber box connection failure creating a work order. Entitlement terms and social media moderation are not device alerts.
- A
- A company enables custom context variables on a chat widget.
Users report that the context variables are not being populated on new chats.
You need to troubleshoot the issue by querying the event listeners.
Which listener is required to be running?- AsetContextProvider
- BstartProactiveChat
- CstartChat
- DgetContextProvider
- EinitializeNewConversation
Show answer
Correct answer: D
WhyCustom context variables on a chat widget are supplied through the getContextProvider listener, which must be running for the variables to populate new chats. setContextProvider and the others start chats or proactive chat rather than returning context.
- A
- You are employed as an administrator for your company’s Dynamics 365 for Customer Service implementation.
You are preparing to merge duplicate cases.
Which of the following is TRUE with regards to the state of the case and the status after these duplicate cases have been merged?- AThe state of the case will change to Resolved and the state will change to Canceled.
- BThe state of the case will change to Merged and the state will change to Merged.
- CThe state of the case will change to Deleted and the state will change to Resolved.
- DThe state of the case will change to Canceled and the state will change to Merged.
Show answer
Correct answer: D
WhyWhen cases are merged, the subordinate case is closed with the state Canceled and the status reason Merged. The wording of the options is garbled, but only D pairs Canceled with Merged. Deleted is not a case state, and Resolved applies to normally resolved cases.
- A
- HOTSPOT
You are demonstrating the Microsoft Teams integration capability for calling. You use a Dynamics 365 Customer Service sandbox environment for the demonstration.
SharePoint Online integration is configured for the environment.
After the demonstration, the attendees require the following information:
• How to enable the feature in the live environment
• Where call recordings are saved
• How to initiate calls with new customers
You need to address the user questions.
How should you address each question? To answer, select the appropriate options in the answer area.

Enable Microsoft Teams integration for calling Microsoft Power Platform admin center / Microsoft Dynamics 365 Customer Service Hub / Microsoft Dynamics 365 Customer Service admin center Locate saved call recordings Microsoft Dataverse / Microsoft SharePoint Online / Microsoft OneDrive for Business Invite a new customer to a call Create a Case / Create a Contact / Invite the customer as a guest. Show answer
- Enable Microsoft Teams integration for calling Microsoft Dynamics 365 Customer Service admin center
- Locate saved call recordings Microsoft OneDrive for Business
- Invite a new customer to a call Create a Contact
WhyThe calling feature is switched on in the Customer Service admin center. Teams call recordings are stored in the OneDrive of the user who started the call, so the SharePoint integration is a distractor. A new customer needs a contact record with a phone number to be called.
- You need to configure the system to notify managers about unhappy patients.
What should you do?- AConfigure Omnichannel Insights.
- BSet a routing rule for escalations.
- CChange the value of the Monitor real-time customer sentiment option to Yes.
Show answer
Correct answer: C
WhyReal-time sentiment monitoring is enabled with the Monitor real-time customer sentiment option set to Yes in the Omnichannel settings, which allows alerts to be raised for unhappy customers. Insights alone only reports, and routing rules direct work rather than notify managers.
- A