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Last Updated: Aug 28, 2026

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How to Register For Exam MB-230: Microsoft Dynamics 365 Customer Service?

Exam Register Link: https://examregistration.microsoft.com/?locale=en-us&examcode=MB-230&examname=Exam%20MB-230:%20Microsoft%20Dynamics%20365%20for%20Customer%20Service&returnToLearningUrl=https%3A%2F%2Fdocs.microsoft.com%2Flearn%2Fcertifications%2Fexams%2Fmb-230

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

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Skills Measured

MB-230 test assesses the candidates in the following skills areas:

  • Managing analytics
  • Omnichannel for customer service
  • Managing entitlements, queues, and service-level agreements (SLAs)
  • Implementing scheduling
  • Knowledge and case management

The first topic aims at assessing the learner's knowledge of the creation, management, configuration, and automation of cases. Thus, you will have to know how to monitor case lists, look for case records, merge various cases, transform activities into cases, and set autonumbering. In addition, you will have to execute Advanced Similarity rules, tailor the Case Resolution form, compose Status Reason transitions, and receive feedback by using Customer Voice. What is more, this part also assesses the candidates' ability to implement knowledge management in real-world scenarios. So, candidates need to master such terms as the knowledge search control, relevance search, knowledge article templates, etc.

The key management concerns in the second domain include the queues, entitlements, and SLAs. Under the management of SLAs, the candidate must have profound knowledge of the definition, creation, configuration, implementation, and manual application of SLAs into a system. More so, a clear description of the components that make up the SLA is needed. When it comes to monitoring queues and entitlements, this portion will emphasize the configuration of queues, adding activities to them, accomplishing queue operations, controlling entitlement templates, and cancelling an entitlement.

Within the third tested area, a candidate will be required to learn how to perform tasks such as the configuration of business closures, resources, work hours, equipment, facilities, etc. Besides, applicants will need to learn how to determine and schedule services, arrange fulfillment preferences, and make up a schedule board.

The next segment is concerned with the implementation of omnichannels mainly for customer service. Thus, the candidate should be able to deploy an omnichannel using a set of standards steps from the definition of user settings to configuring skills-based routing. The implementation of Power Virtual Agents is also one of the core parts of this area. Lastly, the candidate should gain hands-on skills in distributing work, and configuring both the agent experience & the supervisor experience. All in all, with such a domain, you'll master such concepts as the Channel Integration Framework, Secure Message Service, pre-chat surveys, context variables, Quick Responses, and Omnichannel Insights.

The last sector aims at assessing the candidate's knowledge in managing analytics. It involves the configuration of customer service insights, which include the description of use cases and capabilities for customer insights. It also extends to the creation and configuration of visualizations with a focus on interactive dashboards, the Design wizard, and the creation of charts.

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:

  • 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 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 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.

  • 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.

Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
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%- 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. Configure case types and statuses
              • 2. Implement case routing and queues
                • 3. Manage case hierarchies and relationships
                  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. Manage SLA calculations and pauses
                        • 2. Define SLA KPIs and timelines
                          • 3. Configure SLA actions and warnings
                            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
                                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
                                      Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                      Implement routing and work distribution2-6%- Configure unified routing
                                      • 1. Define routing rules and decision trees
                                        • 2. Set up workstreams and queues
                                          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
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