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Microsoft MB-230

MB-230

Exam Code: MB-230

Exam Name: Microsoft Dynamics 365 Customer Service Functional Consultant

Updated: Aug 16, 2026

Q&A Number: 373 Q&As

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About Microsoft MB-230 Exam Questions and Answers

Microsoft MB-230: Details and Topics

The MB-230 test is available in the English language. The candidates should review the official exam objectives before taking this test. This is because Microsoft regularly updates the exam topics to align with the dynamic evolvement of the industry. To register for this test, the applicants must pay the fee of $165. The formats of the questions that may appear in the exam are multiple choice, case studies, drag and drop, build list, and active screen, among others. The number of questions contained in Microsoft MB-230 is usually between 40 and 60 and the time for their completion is 120 minutes.

The Microsoft MB-230 exam is designed to evaluate one’s expertise in performing specific technical tasks. These include knowledge & case management, queues, Service Level Agreements, and entitlements management, scheduling implementation, analytics management, and Omnichannel for Customer Service. The details of these objectives are highlighted below:

Knowledge Management & Cases Management: 20-25%

  • Implementing Knowledge Management: The students will need to demonstrate their expertise in configuring Knowledge search control, categories & subjects, as well as Knowledge Management entities. The questions related to this subtopic will also measure competence in using Knowledge Management to solve cases and managing Knowledge article models. Besides, the individuals are required to have expertise in implementing Knowledge Search, converting cases to specific knowledge articles, and linking articles with cases.
  • Creating & Managing Cases: This domain will measure the candidates’ skills in managing case lists, configuring cases, and implementing child/parent cases. It will also evaluate their competence in creating and searching for different case records, converting specific activities to cases, merging cases, and performing case resolutions.
  • Configuring & Automating Cases: The examinees should gain the skills in implementing case routing rules, advanced similarity rules, update rules, as well as record creation. It also requires their competence in configuring business process flows and Status Reason transitions. Additionally, the applicants should also have the skills in customizing Case Resolution forms and capturing customer feedback with the use of Customer Voice.

Scheduling Implementation: 10-15%

  • Resources Management: This topic requires your expertise in configuring resources, business closures, organizational units, work hours, and equipment and facilities.
  • Services Management: The test takers will need to demonstrate their skills in defining services, scheduling service activities, and configuring fulfillment preferences. They will also need to show their expertise in a scheduling service activity with schedule boards and creating the schedule boards.

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

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Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: 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
      Topic 2: Implement scheduling10-14%- Configure service scheduling
      • 1. Define service activities and requirements
        • 2. Set up resources and resource groups
          • 3. Implement scheduling rules and availability
            Topic 3: 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
                      Topic 4: Implement Connected Customer Service2-6%- Set up IoT and field service integration
                      Topic 5: Implement routing and work distributionnull- Configure unified routing
                      • 1. Define routing rules and decision trees
                        • 2. Set up workstreams and queues
                          Topic 6: 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
                              Topic 7: 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
                                  Topic 8: Manage cases and knowledge management51-55%- 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. Manage case hierarchies and relationships
                                            • 3. Implement case routing and queues
                                              - Configure Dynamics 365 Copilot for Service

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