Microsoft Dynamics 365 Customer Service Functional Consultant : MB-230

MB-230 real exams

Exam Code: MB-230

Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant

Updated: Aug 14, 2026

Q & A: 373 Questions and Answers

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Analytics Management: 10-15%

  • Customer Service Insights Configuration: This section requires one’s knowledge of use cases and capabilities of Customer Service Insights dashboards. It also measures the skills in managing workspaces and connecting to Customer Service Insights.
  • Visualization Creation & Configuration: The candidates need to possess the expertise in designing and creating charts and reports with the use of Design wizard. This subtheme will also evaluate the competence of the examinees in configuring interactive dashboards.

Microsoft MB-230 Practice Test Questions, Microsoft MB-230 Exam Practice Test Questions

The candidates for the MB-230: Microsoft Dynamics 365 Customer Service exam are looking to obtain the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate certification. These individuals possess competence in implementing omnichannel solutions focusing on quality, efficiency, service, reliability, and customer satisfaction. The applicants should have expertise in designing and implementing service management reports and visualizations offered by and in collaboration with the Solution Architects.

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: Target Audience and Prerequisites

The candidates for this certification exam are Dynamics 365 Customer Service Functional Consultants. These professionals cooperate with the Customer Engagement Administrators to upgrade and implement different components of Power Platform, which include customer feedback, connected services, and knowledge management.

The Microsoft MB-230 exam is an associate-level certification test, which means that it does not have any official prerequisites. However, the students should have extensive knowledge of customer services. These include understanding the industry terminologies, standards, priorities, methodologies, best practices, and customer service operations. They should also have practical skills in meeting the needs of users through the Dynamics 366 customer service. These cover the areas, such as cases, resource scheduling, knowledge management, and Customer Service Insights. In addition, the learners should be conversant with entitlements, queues, visualization, Omnichannel for Customer Service, Power Virtual Agents, and Service Level Agreements.

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement scheduling10-14%- Configure service scheduling
  • 1. Implement scheduling rules and availability
    • 2. Set up resources and resource groups
      • 3. Define service activities and requirements
        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 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. Configure SLA actions and warnings
                    • 3. Define SLA KPIs and timelines
                      Implement routing and work distributionnull- Configure unified routing
                      • 1. Set up workstreams and queues
                        • 2. Define routing rules and decision trees
                          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 cases and knowledge management51-55%- Create and manage cases
                              • 1. Manage case hierarchies and relationships
                                • 2. Configure case types and statuses
                                  • 3. Implement case routing and queues
                                    - Configure Dynamics 365 Copilot for Service
                                    - Implement knowledge management
                                    • 1. Create and manage knowledge articles
                                      • 2. Configure knowledge search and recommendations
                                        • 3. Integrate knowledge with cases and portals
                                          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

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