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Microsoft Dynamics 365 Customer Service Functional Consultant Questions 29–33 (page: 32)

Updated On: 10-Feb-2026

HOTSPOT (Drag and Drop is not supported)
A company that manufactures industrial heating, ventilation, and air conditioning units (HVAC) is implementing Dynamics 365 Customer Service.

The company requires a presales solution that handles presales inquiries and existing customer support calls. The solution must meet the following requirements:

•Presales inquiry handling must be maintained separately from support call handling.
•Presales inquiries captured from the company website must be handled by dedicated teams for each country on a first-come, first-served basis.
•Support calls for specific HVAC systems must be directed only to their respective certified technicians.

You need to configure the solution.

Which components should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

  1. See Explanation section for answer.

Answer(s): A

Explanation:




Box 1: Queue
Presales inquiries captured from the company website must be handled by dedicated teams for each country on a first-come, first-served basis.

The idea of FIFO queuing, also called first-come, first-served (FCFS) queuing, is simple: The first item that arrives at a router is the first item to be handled.

Box 2: Workstream
Presales inquiry handling must be maintained separately from support call handling.

A workstream is a container to enrich, route, and assign work items. The workstream is associated with a channel, such as live chat, voice, or case.

The workstream can belong to multiple channels of the same type, like multiple chat channels. In this case, all the conversations from these channels inherit the routing and work assignment settings of the workstream they belong to.

Box 3: Assignment ruleset
Support calls for specific HVAC systems must be directed only to their respective certified technicians.

Assignment methods determine how a work item is assigned. You can use the out-of-the-box assignment methods or build custom assignment rules by configuring the prioritization rules and assignment rulesets

The following assignment methods are available out of the box:
* Highest capacity: Assigns work item to the agent with the highest capacity, among those who have the skills identified during the classification stage, and who have the presence as specified in the allowed presence option of the workstream. In this assignment method, the work items are prioritized in the first in first out manner, that is, the work item that was created first is assigned first. If more than one agent is available with the same capacity, the work item is assigned randomly.
* Round robin


Reference:

https://www.sciencedirect.com/topics/computer-science/first-come-first-served
https://docs.microsoft.com/en-us/dynamics365/customer-service/create-workstreams
https://docs.microsoft.com/en-us/dynamics365/customer-service/assignment-methods



Your company uses Dynamics 365 Customer Service. You create the following support offerings. Customers must choose one of the three offerings.

•Email only
•Phone only
•Half phone and half email

You allocate 50 cases to each support offering.

You need to create the entitlement with terms that adhere to the support offerings.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

  1. Create one entitlement template that includes the three different terms. Apply the template to the customer, and then remove the terms that do not apply.
  2. Create a new entitlement for each new support offering for the customer, with terms equal to 25 phone calls and 25 emails.
  3. Create a new entitlement for each new support offering for the customer, with terms equal to 50 phone calls and 50 emails.
  4. Create different entitlement templates for each set of terms. Apply the appropriate template to the customer.
  5. Create three entitlement templates with terms for 50 calls and 50 emails. Apply the template to the customers as they sign the support offering.

Answer(s): C,E

Explanation:

E (not AD): Set up three separate templates, one for each support offering.

Note: Quickly create other entitlements prefilled with the basic information like the start and end date, service level agreement (SLA), allocation type, and total term by using an entitlement template in Dynamics 365 Customer Service. For example, create a template for a standard entitlement, and then apply this template for every standard customer in your organization.

Template information include:
Total Term: Specify the total amount of support the customer is entitled to with respect to the allocation type. For example, if the allocation type is number of cases and you specify 100 in Total term, then the customer is entitled to support up to 100 cases.


Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-entitlement-define-support-terms-customer
https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-entitlements-templates



You are using Dynamics 365 Customer Service to create and activate entitlements.

Customer service representatives state that the entitlement status is set to Waiting, and they cannot use the entitlement. You must ensure customer service representatives can use the entitlement.
You need to identify the entitlement issue.

What is the cause of the issue?

  1. The Products or Contact field values have not been configured before activation.
  2. The start date of the entitlement is in the future.
  3. The entitlement has expired and is awaiting renewal.
  4. The end date of the entitlement has been incorrectly configured to a date that has already passed.

Answer(s): B

Explanation:

If the start and end date of the entitlement fall in the future, the status of the entitlement is set to Waiting. On the start date, the status automatically changes to Active. If the end date is in the past, the entitlement is set to Expired.


Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-entitlement-define-support-terms-customer



DRAG DROP (Drag and Drop is not supported)
An organization uses Dynamics 365 Customer Service. The customer service queue is not implemented.

Customer service representatives (CSRs) are unable to keep up with an influx of email inquiries. Other employees must read and respond to messages that are routed to a customer service queue.

You need to create a queue for customer service emails.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

  1. See Explanation section for answer.

Answer(s): A

Explanation:






Create a queue in Customer Service app
To create or edit a queue
1. Go to Settings > Service Management.
2. Select Queues. (Step 1)
3. To create a new queue, select New. (Step 2)
4. Fill in the details.
5. Select Save.

Step 3: Change the queue type to Public
Other employees must read and respond to messages that are routed to a customer service queue.

In Customer Service, you can create two types of queues:

Public queues: Create to let everyone in the organization view the queue and all of its items.
Private queues: Create with limited set of members to help those members easily view the queue items in that queue. Private queues streamline queue items for the members of that queue only and help to remove clutter from other user’s views.



You are a Dynamics 365 Customer Service representative.

You need to take the appropriate action when creating new cases to ensure that the automated routing rule is applied.
What should you use?

  1. Add to queue
  2. Run workflow
  3. Save and route
  4. Share

Answer(s): A

Explanation:

Routing rules define how conversations are routed to different queues. Each routing rule has a condition and a destination queue. If the rule condition is evaluated as True, then the conversation is routed to the destination queue.


Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/routing-rules



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