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

"Microsoft Dynamics 365 Customer Service Functional Consultant", also known as MB-230 exam, is a Microsoft Certification. With the complete collection of questions and answers, PrepPDF has assembled to take you through 373 Q&As to your MB-230 Exam preparation. In the MB-230 exam resources, you will cover every field and category in Microsoft Dynamics 365 Certification helping to ready you for your successful Microsoft Certification.

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  • Exam Code: MB-230
  • Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant
  • Certification Provider: Microsoft
  • Corresponding Certification: Microsoft Dynamics 365
  • Updated: Aug 16, 2026
  • No. of Questions: 373 Questions & Answers with Testing Engine
  • Download Limit: Unlimited

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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.
  • 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.
  • 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.
  • 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.
  • Agent Experience Configuration: This topic measures your skills in creating macros, defining agent scripts, configuring notifications, Quick Responses, as well as sessions & applications.

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

Main Requirements for Microsoft MB-230 Exam

While there are no strict prerequisites for this test, it is recommended that the candidates earn the Microsoft Certified: Dynamics 365 Fundamentals certification to understand the exam content. Microsoft MB-230 is designed for the functional consultants who possess customer service expertise. They are involved in implementing omnichannel solutions, which focus on service, efficiency, customer satisfaction, reliability, and quality. The potential candidates for this test should have solid applied knowledge that meets the user needs via the Dynamics 365 Customer Service, including the professional understanding of cases, queues, entitlements, and knowledge base.

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
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
      Implement Connected Customer Service2-6%- Set up IoT and field service integration
      Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
      • 1. Associate entitlements with customers and cases
        • 2. Define entitlement terms and restrictions
          - Implement SLAs
          • 1. Manage SLA calculations and pauses
            • 2. Define SLA KPIs and timelines
              • 3. Configure SLA actions and warnings
                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
                      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
                          Manage cases and knowledge management51-55%- Implement knowledge management
                          • 1. Create and manage knowledge articles
                            • 2. Configure knowledge search and recommendations
                              • 3. Integrate knowledge with cases and portals
                                - Create and manage cases
                                • 1. Manage case hierarchies and relationships
                                  • 2. Implement case routing and queues
                                    • 3. Configure case types and statuses
                                      - Configure Dynamics 365 Copilot for Service
                                      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
                                          Implement routing and work distributionnull- Configure unified routing
                                          • 1. Define routing rules and decision trees
                                            • 2. Set up workstreams and queues

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