- Exam Code: MB-230
- Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant
- Updated: Aug 01, 2026
- Q & A: 373 Questions and Answers
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Reference: https://www.microsoft.com/en-us/learning/exam-mb-230.aspx
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This knowledge area is about the management of resources and services. To answer the questions from this section, you need to have the skills in configuring work hours, business closures, equipment, and facilities. Also, you need to be able to develop schedule boards and schedule service activities.
For this broad domain, you need to be able to manage channels, implement Power Virtual Agents, configure the agent and supervisor experience, distribute work, manage channels, and deploy Omnichannel for Customer Service. These areas include your ability to manage queues, configure channels and work streams, as well as escalate conversations to a live agent.
The last objective that you need to deal with is all about the configuration of Customer Service Insights and creation of visualizations. The learners need to understand how to manage workspaces, design charts, and connect to Customer Service Insights.
The first subject area of the exam is about creating and managing cases, implementing the knowledge management, as well as configuring and automating cases. This means that you need to be able to configure cases and merge them, implement Advanced Similarity rules, and configure Status Reason transitions.
Solving the items aligned to this topic, the candidates should have the ability to create and manage queues and entitlements, differentiate queue types, create and manage SLAs, assign an entitlement to a case, manage cases with SLAs, use SLAs on-demand, as well as define and create SLAs.
| Section | Objectives |
|---|---|
| Topic 1: Manage service level agreements (SLAs) and entitlements | - SLAs configuration
|
| Topic 2: Analyze and improve customer service insights | - Reporting and dashboards
|
| Topic 3: Implement omnichannel for customer service | - Omnichannel setup
|
| Topic 4: Manage cases and knowledge | - Knowledge management
|
| Topic 5: Configure Dynamics 365 Customer Service | - Manage cases and queues
|
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