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You are implementing Omnichannel for Customer Service.

The customer service supervisor wants to change one of the intraday KPI calculation methods.

You need to modify the supervisor dashboard with the new KPI.

Which tool should you use?

  1. Power BI Pro
  2. Report Wizard
  3. Power Platform Maker portal
  4. Power Platform Maker portal
  5. Supervisor settings

Answer(s): A

Explanation:

To cater to your organizational needs, intraday insights allows you to customize KPIs. This allows supervisors to adapt to your organizational parameters that are specifically designed for your organization. Through the Power BI desktop application, you can customize these KPIs.

Add custom KPIs
You can add the custom KPIs that are specific to your organization to intraday insights. This allows intraday insights to be more specific and helps supervisors adhere your organizational requirements. To add custom KPIs, follow these steps:

1. Review the prerequisites.

2. Open the Power BI desktop application and sign in with your administrator credentials.

3. From the Home menu, select Get Data > Power BI datasets.

The dataset selection dialog box opens.

4. Select IntradayMonitoring from the workspace that you have created through configuration (Configure Power BI workspace in Omnichannel Administration app), and then select Load.

The fields related to intraday insights are loaded.

5. From the field category list, select a category to create a measure and then select More options (...) > New measure

6. Etc.

Note: Power BI Pro is an individual user license that allows access to all content and capabilities in the Power BI service. You can even share content and collaborate with other Pro users. Only Pro users can publish content to other workspaces, share dashboards, and subscribe to dashboards and reports.


Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-service/customize-kpis-intraday-insights



View Related Case Study

HOTSPOT (Drag and Drop is not supported)
You need to ensure the correct support representative addresses the case.

Which settings 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: Bookable Resource Characteristic Type
Spanish-speaking customers must be sent to representatives who speak Spanish fluently.

Bookable Resource Characteristic Type
Tickets must be routed to the most qualified representative for the type of issue reported.

A bookable resource in Field Service is anything that needs to be scheduled. This most commonly includes people, equipment, and physical spaces (facilities).

Each resource can have different attributes that distinguish it from others, including but not limited to:

Characteristics (for example: Accounting)
Categories (for example: Manager)
Territories (for example: Washington state)
Organizational Unit (for example: Seattle service delivery)
Location (for example: Location agnostic)
Resource Type (for example: User)

Box 2: Rating model
All representatives must be rated on their specialty knowledge and backup specialty.

Create a rating model
You can create rating models in the Customer Service admin center, Omnichannel admin center, or Customer Service Hub apps.

1. Perform the steps by using one of the following apps.

In the site map of Customer Service admin center, select Insights in Operations.

In the site map of Omnichannel admin center, select User attributes in Advanced settings.

In the site map of Customer Service Hub, go to Service Management, and select User attributes in Unified Routing.

2. In the Skill-based routing section, select Manage.

3. On the Omnichannel Configuration page, in the Rating Model section, select New Rating Model.

4. Specify the following in the New Rating Model page.



Box 3: Workstream
A workstream is a container to enrich, route, and assign work items, and can be 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.

The workstream can be one of the following types:

Messaging: To route conversations from live chat, SMS, social, and Microsoft Teams channels.
Record: To route records, such as case, email, and activity.
Voice: To route calls made to support numbers listed on the customer portal.


Reference:

https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-bookable-resources
https://learn.microsoft.com/en-us/dynamics365/customer-service/setup-skills-assign-agents
https://learn.microsoft.com/en-us/dynamics365/customer-service/create-workstreams?tabs=customerserviceadmincenter



View Related Case Study

HOTSPOT (Drag and Drop is not supported)
You need to configure the options for the schedule.

Which options 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:


Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/resources-service-scheduling



View Related Case Study

HOTSPOT (Drag and Drop is not supported)
You need to select the feature for each parameter.

Which feature should you use for each parameter? 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:


Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-operating-hours






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