About this exam
MB-230 is the Microsoft exam Microsoft Dynamics 365 Customer Service Functional Consultant.
Paid practice material for this exam is not available yet, but you can try its free sample questions.
- Exam code
- MB-230
- Vendor
- Microsoft
- Practice questions
- Not available yet
- Free sample questions
- 4
- Question bank last updated
- Not available yet
Try 2 sample questions
Taken from the free sample set for MB-230.
Question 1
You need to search for answers to customer claims.
Which type of search should you perform?
- AOption A:
Timeline
- BOption B:
Quick Find
- COption C:
Related
- DOption D:
Detail
- EOption E:
Case Relationships
Show answer and explanation
Correct answer: B
To search for answers related to customer claims, the most appropriate search type in Dynamics 365 is Quick Find.- Quick Find is designed to search across records efficiently using keywords.
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It helps users quickly locate relevant information such as claims, cases, and related customer data.
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It provides a fast, general-purpose search experience across entity fields.
Why not the others?- A. Timeline → Used for tracking activities and interactions, not searching records.
- C. Related → Shows linked records, not a search tool.
- D. Detail → Refers to record form view, not search functionality.
- E. Case Relationships → Used to manage linked cases, not for searching.
Question 2 (choose 2)
You need to configure the queue for telephone-based cases.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- AOption A:
Create a case from email.
- BOption B:
Define an SLA and entitlements and set entitlement values for case numbers.
- COption C:
Configure a status reason transition.
- DOption D:
Create a case routing rule.
- EOption E:
Automatically create or update records.
Show answer and explanation
Correct answer: B, C
To properly configure a queue for telephone-based cases in Dynamics 365 Customer Service, the solution must ensure both service entitlement control and case lifecycle management.- B. Define an SLA and entitlements and set entitlement values for case numbers
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Ensures that phone-based cases are properly tracked under service agreements.
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Entitlements define what support a customer is eligible for, while SLAs ensure timely handling.
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This is essential for managing telephone-created cases in queues with priority and service expectations.
- C. Configure a status reason transition
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Controls how cases move between statuses (e.g., Active → On Hold → Resolved).
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Ensures proper workflow behavior for cases handled through queues.
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Helps manage case processing logic for telephone-based intake scenarios.
Why others are incorrect:- A. Create a case from email
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Email-specific scenario, not relevant for telephone-based cases.
- D. Create a case routing rule
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Useful for routing, but not sufficient as a standalone solution compared to SLA/entitlements and lifecycle control.
- E. Automatically create or update records
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Generic automation, not specifically required for queue configuration.
See all 4 free sample questions