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Last Updated: Aug 07, 2026

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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%

  • 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.
  • 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.
  • 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.

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

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The Microsoft MB-230 validation is an associate-level exam, which aims at equipping the candidates with the knowledge and skills required to implement omnichannel solutions for the purposes of reliability, quality, efficiency, service, and customer satisfaction. It is an ideal exam for candidates who have a passion for the implementation and design of service management reports and visualizations.

Microsoft MB-230日本語 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: 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 2: Manage entitlements and service level agreements (SLAs)15-19%- Configure entitlements
      • 1. Define entitlement terms and restrictions
        • 2. Associate entitlements with customers and cases
          - Implement SLAs
          • 1. Configure SLA actions and warnings
            • 2. Manage SLA calculations and pauses
              • 3. Define SLA KPIs and timelines
                Topic 3: 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
                      - Configure Dynamics 365 Copilot for Service
                      - Create and manage cases
                      • 1. Implement case routing and queues
                        • 2. Configure case types and statuses
                          • 3. Manage case hierarchies and relationships
                            Topic 4: Implement scheduling10-14%- Configure service scheduling
                            • 1. Define service activities and requirements
                              • 2. Implement scheduling rules and availability
                                • 3. Set up resources and resource groups
                                  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: Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
                                          • 1. Build custom dashboards and visualizations
                                            • 2. Use out-of-box Customer Service reports
                                              - Implement Customer Voice surveys and feedback
                                              Topic 8: Implement Connected Customer Service2-6%- Set up IoT and field service integration

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