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Microsoft MB-230 certification is an expert-level certification that validates the skills and knowledge of a candidate to perform the role of a Dynamics 365 Customer Service Functional Consultant. Microsoft Dynamics 365 Customer Service Functional Consultant certification is designed for individuals who have experience in implementing and configuring Microsoft Dynamics 365 Customer Service solutions. The Microsoft MB-230 exam measures the candidate’s ability to design, implement, and manage Dynamics 365 Customer Service solutions.

Microsoft MB-230 exam is designed for individuals who aspire to be certified as a Microsoft Dynamics 365 Customer Service Functional Consultant. MB-230 exam evaluates the candidate’s ability to design and configure customer service solutions, manage case lifecycles, integrate customer service with other Dynamics 365 applications, and manage data and analytics. The MB-230 exam is intended for candidates who have a strong understanding of Dynamics 365 Customer Service features and capabilities and have experience in implementing and configuring these features in a customer service environment.

The Microsoft MB-230 exam, which is also known as Microsoft Dynamics 365 Customer Service, is one of the prerequisite tests for earning the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate certification. It is required that you pass it along with Microsoft PL-200 in order to get certified.

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

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement Connected Customer Service2-6%- Set up IoT and field service integration
Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
- Implement knowledge management
  • 1. Integrate knowledge with cases and portals
    • 2. Create and manage knowledge articles
      • 3. Configure knowledge search and recommendations
        - Create and manage cases
        • 1. Implement case routing and queues
          • 2. Configure case types and statuses
            • 3. Manage case hierarchies and relationships
              Implement routing and work distributionnull- Configure unified routing
              • 1. Define routing rules and decision trees
                • 2. Set up workstreams and queues
                  Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
                  • 1. Configure SLA actions and warnings
                    • 2. Define SLA KPIs and timelines
                      • 3. Manage SLA calculations and pauses
                        - Configure entitlements
                        • 1. Associate entitlements with customers and cases
                          • 2. Define entitlement terms and restrictions
                            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
                                Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
                                • 1. Use out-of-box Customer Service reports
                                  • 2. Build custom dashboards and visualizations
                                    - Implement Customer Voice surveys and feedback
                                    Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
                                    • 1. Connect Customer Service with other apps
                                      • 2. Create custom forms and workflows
                                        Implement scheduling10-14%- Configure service scheduling
                                        • 1. Set up resources and resource groups
                                          • 2. Define service activities and requirements
                                            • 3. Implement scheduling rules and availability

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