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Free MB-230 practice test: 30 questions with answers

30 original questions for Microsoft Dynamics 365 Customer Service Functional Consultant, drawn from every topic area. Answer each one to see whether you got it right and why. No sign-up.

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MB-230 exam guide: topics, cost and format

All 30 MB-230 questions with answers

The same questions as the test above, grouped by exam topic. Open any question to see the answer and explanation.

Manage cases in Customer Service (10 questions)

  1. Question 1

    A supervisor wants the Priority field to be required only when the case Origin is set to Phone, and agents must see the requirement while they edit the case. What should the administrator create?

    1. AA Power Automate flow that sets Priority to a default value after the case is saved
    2. BA business rule on the case form that makes Priority required when Origin equals Phone
    3. CA view that displays Priority next to Origin in the list of active cases
    4. DA security role that stops any user from saving a case while the Priority value is empty on the record
    Show answer and explanation
    Correct answer: B

    A business rule on the case form can make a field required based on a condition and shows that behavior while the record is being edited. A flow runs after the save and cannot block it, a view only changes which columns are listed, and a security role controls access rather than validating field values.

  2. Question 2

    An agent has finished helping a customer and must close the case so the outcome is recorded with a resolution type and a description. Which action should the agent take?

    1. ASelect Resolve Case and enter the resolution type and description in the dialog
    2. BSelect Cancel Case and enter the outcome so the details are recorded
    3. CDelete the case activities and then close the record without any resolution
    4. DMove the case to a closed queue and ask a supervisor to add the resolution details at a later date
    Show answer and explanation
    Correct answer: A

    Resolve Case records the resolution details and closes the case as resolved, which keeps the outcome reportable. Cancel Case is meant for cases opened by mistake or duplicates, deleting activities loses history, and moving the case to a queue does not close it.

  3. Question 3

    When is the Cancel Case action the most appropriate choice for a case record?

    1. AWhen the customer has confirmed the fix and the agent wants the outcome recorded
    2. BWhen the case has been waiting for a customer reply for a long time
    3. CWhen the case was opened by mistake or duplicates another open case
    4. DWhen the case must be passed to a different team for specialist work
    Show answer and explanation
    Correct answer: C

    Cancel Case fits a case that should not have been opened or that duplicates another open case, so no resolution is needed. A confirmed fix calls for Resolve Case, a long wait is handled by SLA pause or status, and specialist work is moved through routing or reassignment.

  4. Question 4

    A knowledge author has saved a new article but has not published it. An agent searches for it from a case. What should the team expect?

    1. AThe article does not appear in the agent's knowledge search until the author publishes it
    2. BThe article appears in results with a draft label, and agents can attach it to the case before it is reviewed
    3. CThe article appears only in the search of the author who created it
    4. DThe article appears in results but the agent must request approval before attaching it
    Show answer and explanation
    Correct answer: A

    Agents see only published knowledge articles in knowledge search, so a draft stays hidden until the author publishes it. The other options describe draft visibility or approval steps that do not apply to agent search results.

  5. Question 5

    Which knowledge management feature lets a team start every new article with the same set of sections, such as symptoms, cause, and resolution?

    1. AArticle attachments stored in a shared document library for the whole support team to download
    2. BSearch filters applied to the knowledge search results page
    3. CArticle translations created for each supported language
    4. DArticle templates that define the sections every new article starts with
    Show answer and explanation
    Correct answer: D

    Article templates define the structure that new knowledge articles start from, so authors follow a consistent layout. Translations create language versions of an existing article, search filters narrow results, and attachments add files, so none of them sets the article structure.

  6. Question 6

    A knowledge article is written in English, and customers in French and Spanish need the same guidance. Which approach matches how knowledge translations are managed?

    1. APaste a machine-translated copy into the description field of one English record
    2. BCreate and publish a linked translation of the article for each language that needs it
    3. CCreate separate unlinked articles for each language and label each title with its language
    4. DKeep only the English article and rely on the customer's browser to translate it
    Show answer and explanation
    Correct answer: B

    Translations are created as language versions linked to the base article, so each one can be reviewed, published, and maintained with it. A pasted machine copy, unlinked duplicates, or relying on browser translation do not give managed content in each language.

  7. Question 7

    An agent opens a case that has a long history of emails, notes, and handoffs and needs a quick overview before calling the customer. Which Copilot in Service capability fits best?

    1. ADraft a Response, which writes the customer reply and sends it straight to the customer
    2. BAsk a Question, which lists every email on the case in date order
    3. CKnowledge article creation, which publishes a new article about the case history
    4. DCase summary, which condenses the case history into key points for the agent
    Show answer and explanation
    Correct answer: D

    Case summary condenses the case history into key points, which is what the agent needs before the call. Draft a Response writes a reply for the agent to review rather than an overview, Ask a Question answers questions instead of listing emails, and knowledge creation publishes content rather than summarizing the case.

  8. Question 8

    A customer emails asking when a delayed replacement part will arrive. The agent wants a starting reply that uses the case details and will edit it before anything is sent. Which feature should the agent use?

    1. AStart a Teams chat with the customer so the whole conversation is saved in the case record for later review
    2. BCase summary, then copy the summary text into the customer email
    3. CDraft a Response in Copilot, then edit the suggested reply before anything is sent
    4. DPause the SLA timer so the customer receives a holding reply automatically
    Show answer and explanation
    Correct answer: C

    Draft a Response produces a reply based on the case context that the agent reviews and edits before sending. A case summary describes the case instead of writing a reply, Teams chat is for internal collaboration, and pausing an SLA timer does not contact the customer.

  9. Question 9

    An agent needs to know which warranty period applies to a customer's device and wants an answer based on the organization's published content rather than a guess. Which feature should the agent use?

    1. AThe macro library, which runs a saved set of steps on the case record
    2. BThe SLA warning field, which estimates the warranty end date from the case date
    3. CAsk a Question in the Copilot panel, which answers from the organization's knowledge content
    4. DThe timeline control on the case form, which filters past activities and emails for a warranty keyword and reports every match
    Show answer and explanation
    Correct answer: C

    Ask a Question in the Copilot panel answers from the organization's knowledge content, so the response is grounded rather than guessed. The macro library runs actions, the SLA field tracks time targets rather than warranty dates, and the timeline lists past activity but does not answer the question.

  10. Question 10

    A case needs advice from a colleague in another team. The agent wants the discussion kept with the case record so the history stays together. What should the agent do?

    1. ACopy the full case history into a personal email to the colleague
    2. BStart a Microsoft Teams chat from the case so the conversation is linked to the record
    3. CPost the customer's personal details and full case history in a public Teams channel to get quick answers from anyone
    4. DChange the case owner to the colleague so the colleague can see every message
    Show answer and explanation
    Correct answer: B

    A Teams chat started from the case keeps the internal discussion linked to the record for later review. Personal email splits the history, a public channel exposes customer details, and changing the owner transfers the work instead of getting advice.

Configure representative experience and routing (10 questions)

  1. Question 11

    Which configuration sets how many conversations or other work items an agent can hold at the same time?

    1. AA capacity profile that sets how many work items an agent can hold at the same time
    2. BA knowledge article template that sets the sections that new articles start with
    3. CA business process flow stage that guides the agent through a set of steps on the record
    4. DA session template that decides which tabs and records open when the agent's session begins
    Show answer and explanation
    Correct answer: A

    A capacity profile sets the concurrent work limit that Omnichannel uses when routing items to an agent. Session templates decide what opens for a session, business process stages guide steps on a record, and knowledge article templates structure articles.

  2. Question 12

    A team wants new chat conversations handed out in turn to every available agent so that no one is consistently skipped. Which assignment approach fits?

    1. AGive each conversation to the agent with the most seniority on the team
    2. BRound robin, which rotates work across available agents in sequence
    3. CSend each conversation to the agent who handled the customer's previous case
    4. DHold each conversation until a supervisor manually chooses an agent for it
    Show answer and explanation
    Correct answer: B

    Round robin rotates assignments across available agents in sequence, which spreads work evenly. Seniority and previous-agent assignment keep favoring the same people, and holding work for a supervisor to choose does not use assignment rules.

  3. Question 13

    A business wants all cases from premium customers to reach a dedicated queue while other cases follow the standard path. Which configuration matches this need?

    1. AA security role that gives premium customers their own dedicated queue, separate record access, and a custom home page for agents
    2. BAn SLA item with a Failure After value set for premium customers only
    3. CA basic routing ruleset with a rule that matches premium customers and targets the dedicated queue
    4. DAn email template that tells premium customers which queue handles their case
    Show answer and explanation
    Correct answer: C

    A basic routing ruleset evaluates conditions on the record and sends matching items to a target such as a queue. A security role controls access, an SLA item tracks time targets, and an email template only fills in message text.

  4. Question 14

    Which routing approach sends a case to an agent who has the product expertise the case requires, rather than to the next agent in turn?

    1. ARound-robin assignment, which hands each new work item to the next available agent in turn order
    2. BWorkstream capacity limits, which cap the number of items an agent can take
    3. CQueue-only routing, which holds work for pickup without matching it to any agent
    4. DSkills-based routing, which matches the skills a work item needs with the skills agents have
    Show answer and explanation
    Correct answer: D

    Skills-based routing matches the skills a work item needs with the skills agents have. Round-robin ignores skills, queue-only routing holds work without matching it to anyone, and capacity limits control how much work an agent takes rather than which skill matches.

  5. Question 15

    Which TWO statements about queues for records are correct? (Choose two.)

    1. AA queue holds records that a team can pick up and work from
    2. BRecords placed in a queue can later be assigned to an individual agent
    3. CA queue replaces the need for security roles on the records it holds
    4. DQueues close records automatically when an SLA KPI fails
    Show answer and explanation
    Correct answer: A, B

    A queue is a shared holding place that a team can pick up work from, and items in it can later be assigned to a person. Queues do not replace security roles, and they do not close records when an SLA fails.

  6. Question 16

    An agent closes the same type of case with the same five steps every day. The team wants those steps to run with one action. Which feature fits?

    1. AScripts, which display the exact wording the agent should use with the customer
    2. BMacros, which run a saved sequence of actions on a record with one click
    3. CSession templates, which decide which tabs open when a session starts
    4. DKnowledge article templates, which set the sections that a new article starts with
    Show answer and explanation
    Correct answer: B

    Macros run a predefined sequence of actions with a single click. Scripts give guidance wording, session templates control what opens, and article templates structure knowledge articles, so none of them runs the steps.

  7. Question 17

    What is the main purpose of a script in the agent experience for conversations?

    1. ATo decide which SLA timer applies to a case
    2. BTo run a multi-step update on a record without any agent input
    3. CTo guide an agent through approved wording and questions during a customer conversation
    4. DTo assign each new conversation to whichever agent has been signed in and online the longest during the current shift
    Show answer and explanation
    Correct answer: C

    Scripts give agents guidance, approved wording, and questions during a customer conversation. Multi-step record updates are macros, SLA timers come from SLA items, and conversation assignment is controlled by routing and assignment settings.

  8. Question 18

    A team wants every new conversation session to open with the customer's case form and the knowledge search panel already displayed. Which component should the administrator configure?

    1. AA session template that defines the tabs and panes opened for each conversation session
    2. BA basic routing ruleset that displays the knowledge search panel for each queue
    3. CA business rule on the case form that opens the knowledge search panel automatically when the form loads
    4. DAn SLA item that opens the knowledge search whenever a KPI warning is raised
    Show answer and explanation
    Correct answer: A

    A session template defines the tabs and panes that open when a session starts, so the case form and knowledge search are ready immediately. SLA items track time targets, routing rulesets send work to queues, and business rules change fields and form behavior rather than opening panes.

  9. Question 19

    Which Omnichannel component connects a type of work item to the capacity and assignment settings used to route it to agents?

    1. ASession template
    2. BQueue
    3. CWorkstream
    4. DSLA item
    Show answer and explanation
    Correct answer: C

    A workstream links a type of work item to the capacity profile and assignment settings that route it. A queue holds records waiting for pickup, a session template sets what opens during a session, and an SLA item tracks time targets.

  10. Question 20

    A team wants an internal troubleshooting web page to open in its own tab inside each conversation session for one type of work. Which setting defines that tab?

    1. AA knowledge article template that lists the troubleshooting steps for agents to follow
    2. BAn application tab template that defines the page or record shown in a session tab
    3. CA business rule that opens an external web page on the case form when it loads
    4. DA capacity profile that reserves one tab slot for each agent's external pages
    Show answer and explanation
    Correct answer: B

    An application tab template defines the content shown in a tab within an agent session, such as a page or record. Article templates structure knowledge content, business rules change form fields and behavior, and capacity profiles limit work volume rather than defining tabs.

Extend Customer Service (10 questions)

  1. Question 21

    A supervisor wants to see each active case's Priority value directly in the list of cases without opening each record. What should the administrator change?

    1. AAdd the Priority column to the active cases view
    2. BAdd Priority as a stage in the case business process flow
    3. CCreate a new table that copies the Priority values from each case
    4. DTurn on Dataverse search for the Priority column only
    Show answer and explanation
    Correct answer: A

    A view controls which columns appear in a list, so adding Priority to the active cases view shows it in the list. A process stage guides a record through steps, a new table duplicates data unnecessarily, and search settings affect search results rather than list columns.

  2. Question 22

    Each case can involve several products, and each product can appear on many cases. Which relationship type should be created between the two tables?

    1. AMany-to-many relationship
    2. BOne-to-one relationship
    3. CSelf-referencing one-to-many relationship
    4. DOne-to-many relationship
    Show answer and explanation
    Correct answer: A

    A many-to-many relationship lets each record in one table link to many records in the other table. A one-to-many relationship allows only one parent for each child, a one-to-one relationship pairs single records, and a self-referencing relationship links a table to itself.

  3. Question 23

    Which TWO statements about Dataverse search are correct? (Choose two.)

    1. AIt can return matching records from several tables in a single results list
    2. BIt searches only the records in the view that is currently open
    3. CTables must be enabled for search before their records appear in the results
    4. DUsers must type the full record ID to find any record at all
    Show answer and explanation
    Correct answer: A, C

    Dataverse search can combine matches from several tables, but only tables enabled for search are included. It is not limited to the open view, and users do not need to type a record ID.

  4. Question 24

    A confirmation email should greet each customer by first name and show the case number. The message must be reusable for many cases. What should the team use?

    1. AA static text note copied into each case and edited by hand for every customer
    2. BA knowledge article attached to every confirmation email that is sent
    3. CA business rule that writes the personalized greeting and case number into the outgoing email body
    4. DAn email template that inserts the contact name and case number as record placeholders
    Show answer and explanation
    Correct answer: D

    An email template uses placeholders that fill in record fields such as the contact name and case number, so one template works for many cases. Hand-edited notes do not scale, business rules do not write outgoing email bodies, and attaching an article does not personalize the greeting.

  5. Question 25

    A case form should show the customer's account tier from the related account record without making agents switch records. Which form component supports this?

    1. AA main form that copies every account field into the case table for agents
    2. BA quick view form that displays read-only fields from the related account on the case
    3. CA view that lists every account next to each case in an extra column
    4. DA business process flow that reads the account tier from the parent record
    Show answer and explanation
    Correct answer: B

    A quick view form shows read-only data from a related record on the current form, so agents see the account tier without leaving the case. A copied main form duplicates data, a view changes list columns, and a business process flow guides stages rather than displaying related fields.

  6. Question 26

    A team wants Cases to appear as a top-level entry in the navigation of its model-driven app, next to Accounts. Which component controls that navigation?

    1. AThe quick find view on the case table
    2. BThe main form of the case table
    3. CThe dashboard that shows case counts by status
    4. DThe site map of the model-driven app
    Show answer and explanation
    Correct answer: D

    The site map defines the navigation areas, groups, and subareas that users see in the app. Forms control record layout, dashboards display charts, and quick find views control which columns the search box matches.

  7. Question 27

    Which TWO statements about Customer Voice surveys used with Customer Service are correct? (Choose two.)

    1. AA survey can be personalized with details from the record it relates to
    2. BResponses can be linked back to the case that the survey was sent about
    3. CSurveys can only be sent to people who hold a Dataverse user license
    4. DSurvey results must be exported to a spreadsheet before they can reach a case
    Show answer and explanation
    Correct answer: A, B

    Surveys can be personalized using details from the related record, and responses can be connected to the case so the team reviews feedback against it. Surveys are not limited to licensed Dataverse users, and results do not need a spreadsheet export before they reach a case.

  8. Question 28

    Agents often search the case list by case number. The administrator wants the search box in the case list to match only on case number and title. Which setting controls this?

    1. AThe Dataverse search index that covers every table in the environment
    2. BThe quick find view for the case table, which sets the columns the search box matches
    3. CThe knowledge article template that is used for case titles
    4. DThe main form tab order for the case record
    Show answer and explanation
    Correct answer: B

    The quick find view defines which columns the search box in a table's list matches against. Dataverse search indexes tables for broader search, form tab order affects layout, and article templates structure knowledge articles.

  9. Question 29

    The warranty team needs to store a new kind of business data, such as warranty claims, and relate each claim to a case. What should the administrator create?

    1. AA custom table for warranty claims with a lookup column that relates each claim to a case
    2. BA new column on the case form that stores every warranty claim as free text inside the description field
    3. CA knowledge article template that keeps a list of warranty claims for each product
    4. DA security role that holds the warranty claims and assigns them to each case owner
    Show answer and explanation
    Correct answer: A

    A custom table stores a new type of record, and a lookup column relates each claim to its case. A free-text column cannot hold claims as structured records, article templates structure knowledge content, and security roles grant permissions rather than storing data.

  10. Question 30

    A supervisor wants a single page with charts showing open cases by queue and by priority inside the model-driven app. Which component fits?

    1. AA dashboard in the model-driven app that combines charts and lists for the supervisor
    2. BA business process flow that moves each case through queue and priority stages
    3. CA quick view form that shows one case's queue and priority on the record
    4. DA site map entry that links the supervisor to a plain list of every case stored in the system across all teams
    Show answer and explanation
    Correct answer: A

    A dashboard combines charts and lists on one page, so the supervisor sees open cases by queue and priority at a glance. A quick view shows one record's data, a business process flow guides stages, and a site map entry only provides navigation.