Question 16

You use Dynamics 365 for Customer Service.
You need to create business process flows.
Which three entities can you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
  • Question 17

    A customer service organization plans to implement knowledge management for a custom entity named Root Cause Analysis.
    Users must be able to search, link, and rate knowledge articles. Users must be provided with suggested knowledge articles.
    You need to configure Dynamics 365 for Customer Service.
    Which three actions should you perform? Each correct answer presents part of the solution.
    NOTE: Each correct selection is worth one point.
  • Question 18

    Case Study 1 - Humongous Insurance
    Background
    Humongous Insurance is contracted to process all insurance claims for a health facility that accepts the following types of health insurance:
    * Health maintenance organization (HMO)
    * Preferred-provider organization (PPO)
    * Gold
    Cases are classified as new claims, claim disputes, and follow-ups. Each insured person is entitled to open 25 new cases each calendar year.
    Support representatives specialize by and process claims by insurance type.
    Humongous Insurance currently accepts claims only by telephone. The call center is open from
    06:00 GMT to 24:00 GMT daily. Call center staff work one of the following shifts: 06:00 GMT to
    12:00 GMT, 12:00 GMT to 18:00 GMT, and 18:00 GMT to 24:00 GMT.
    When a case is received by email, a staff member categorizes the case as email and closes the case immediately.
    Current environment
    * Humongous Insurance has three departments to handle claim types: HMO, PPO, and Gold.
    * The company uses handwritten forms to send claims information to the correct department.
    * Each department maintains a workbook to record calls received.
    Requirements. Support desk
    * Configure the system to track the number of insurance claims filed each year.
    * Categorize claims by type as they are opened.
    * Configure the system to track staff responsiveness to service-level agreements (SLAs).
    * Ensure that business hours reflect the hours that support staff are scheduled.
    Requirements. Case handling
    * All new cases must be automatically placed into a queue based on insurance type after the type is selected.
    * All insurance types need to be automatically moved to the proper queue when the subject is picked.
    * All cases must be created and closed immediately when received.
    * The status reason must be set to Email Sent or Phone Call.
    * Information must be restricted by insurance and phone call type.
    * Managers must be alerted when customers reach their limit of 25 cases for the year.
    * Changes to cases must not be counted against entitlements until the case is closed.
    Requirements. Disputes
    * Claim disputes must be categorized as low priority.
    * The status for all disputed cases must be set to Review by a Manager before a disputed case may be closed.
    Requirements. Knowledge base
    * A knowledge base must be used as a repository for all answers.
    * Representatives must be able to search the knowledge base when opening a new case for similar claims.
    * Representatives must be able to search across all entities at all times.
    * Searches must check any field in the entity for matches in a single search.
    * Searches must return results in a single list and sort the list so that the most relevant results appear at the top of the list.
    * Representatives must be able to link the knowledge base to cases when applicable.
    * Representatives must create a new knowledge base article if an answer is not found in the existing knowledge base.
    * Representatives must be able to use SQL-like syntax to search the knowledge base.
    Requirements. Service-level agreements
    When a customer calls to open a claim, the company must respond to the caller within the following time frames:

    Requirements. Alerts
    * Cases must be flagged when they are past the SLA threshold.
    * An email alert must be sent to the manager to indicate an SLA noncompliance.
    * An email alert must be sent to representatives for SLA violations as follows: HMO 2 hours prior and PPO 1 hour prior.
    * Send an email alert to support managers when disputes are ready to be closed.
    * Send an email alert to customers when cases are closed.
    Requirements. Issues
    * The current process is all manual and not efficient.
    * There is no easy way to determine whether the company is meeting its SLAs.
    * Representatives are often inconsistent regarding how they handle customers and answer customer questions.
    * There is no accountability for any of the representatives who take calls.
    A customer has three cases in process and two cases for the current calendar year.
    You need to determine how many cases the customer has left on their entitlement.
    How many cases are left?
  • Question 19

    Hotspot Question
    You are a Dynamics 365 for Customer Service administrator. You enable full-text, relevance, and category search.
    You need to use the knowledge base search control to locate knowledge base articles that contain each of the following words anywhere in an article, regardless of which product an article refers to:
    - Elevator
    - Motor
    - Sizing
    How should you configure the search? To answer, select the appropriate options in the answer area.
    NOTE: Each correct selection is worth one point.

    Question 20

    You are a Dynamics 365 for Customer Service administrator.
    Your company provides standard support contracts for 20 hours of email support. Phone is offered as a premium service in allotments of 10 incidents.
    You need to set upan entitlement template for the standard support.
    What should you configure?