Microsoft Dynamics 365 Customer Service Functional Consultant : MB-230

Exam Code: MB-230

Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant

Updated: Sep 12, 2026

Q & A: 373 Questions and Answers

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

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To stand a chance of passing any IT certification exam, the candidates must be well conversant with its topics. For the Microsoft MB-230 test, the domains are mentioned below:

  • Manage Queues, Entitlements, & SLAs (15-20%)

    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.

  • Manage Cases & Knowledge Management (20-25%)

    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.

  • Implement Omnichannel for a Customer Service (30-35%)

    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.

  • Manage Analytics (10-15%)

    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.

  • Implement Scheduling (10-15%)

    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.

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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.

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

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement scheduling10-14%- Configure service scheduling
  • 1. Implement scheduling rules and availability
    • 2. Define service activities and requirements
      • 3. Set up resources and resource groups
        Implement Connected Customer Service2-6%- Set up IoT and field service integration
        Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
        • 1. Build custom dashboards and visualizations
          • 2. Use out-of-box Customer Service reports
            - Implement Customer Voice surveys and feedback
            Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
            - Implement knowledge management
            • 1. Create and manage knowledge articles
              • 2. Integrate knowledge with cases and portals
                • 3. Configure knowledge search and recommendations
                  - Create and manage cases
                  • 1. Manage case hierarchies and relationships
                    • 2. Configure case types and statuses
                      • 3. Implement case routing and queues
                        Implement routing and work distribution2-6%- Configure unified routing
                        • 1. Define routing rules and decision trees
                          • 2. Set up workstreams and queues
                            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 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 entitlements and service level agreements (SLAs)15-19%- Configure entitlements
                                    • 1. Define entitlement terms and restrictions
                                      • 2. Associate entitlements with customers and cases
                                        - Implement SLAs
                                        • 1. Define SLA KPIs and timelines
                                          • 2. Configure SLA actions and warnings
                                            • 3. Manage SLA calculations and pauses

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