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Exam MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

As a candidate for this exam, you’re a functional consultant with customer service expertise. You’re responsible for implementing solutions that focus upon:

  • Customer service
  • Quality
  • Reliability
  • Efficiency
  • Customer satisfaction

You design and implement service management processes and automation in collaboration with solution architects and developers. You coordinate with customer engagement administrators to implement and upgrade customer service components including:

  • Dynamics 365 Contact Center
  • Microsoft Copilot in Customer Service
  • Collaboration
  • Knowledge management
  • Customer feedback

You must have strong applied knowledge of customer service, including in-depth understanding of cases, knowledge management, queues, service scheduling, service-level agreements (SLAs), Microsoft Copilot Studio, Customer Service applications, Customer Voice, basic and unified routing, and Contact Center.

As a functional consultant, your knowledge should include:

  • Comprehensive understanding of the customer service application's role in relationship to the Dynamics 365 suite of apps.
  • Basic understanding of the solution architecture.

Important

The English language version of this exam was updated on September 30. 2024. Review the study guide linked in the “Tip” box for details about the latest changes. If a localized version of this exam is available, it will be updated approximately eight weeks after this date. While Microsoft makes every effort to update localized versions as noted, there may be times when the localized versions of this exam are not updated on this schedule.

Passing score: 700. Learn more about exam scores.

Tip

 

Part of the requirements for: Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate

Related exams: none

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  • MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

    Languages: English, German, French, Spanish, Portuguese (Brazil), Italian, Japanese, Chinese (Simplified)

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: manage cases and Knowledge Management; manage entitlements and SLAs; implement scheduling; implement multi-session experiences for Customer Service; manage analytics, visualizations, and insights; implement Microsoft Power Platform; implement Connected Customer Service; and implement routing.

    Price based on the country or region in which the exam is proctored.

    We strongly recommend that you register for an exam with a personal MSA account. If you register with an organizational (work/school) AAD account, your exam records will be lost if you leave your organization and they will be unrecoverable.
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Skills measured

  • The English language version of this exam was updated on September 30, 2024. Review the study guide linked in the preceding “Tip” box for details about the skills measured and latest changes.
  • Manage cases, Knowledge Management, and feedback (40–45%)
  • Implement scheduling and routing (10–15%)
  • Implement Dynamics 365 Contact Center (20–25%)
  • Extend Customer Service by using Microsoft Power Platform (15–20%)

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** Complete this exam before the retirement date to ensure it is applied toward your certification. After the retirement date, please refer to the related certification for exam requirements.