Question 126

You are creating a virtual agent to handle common customer inquiries.
The virtual agent must provide the ability to route customers to live agents for escalation.
You need to recommend a solution.
Which components should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Question 127

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.
You need to create the SLAs.
Which three SLAs should you create? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
  • Question 128

    A company deploys Dynamics 365 Customer Service. The company plans to use IoT to collect information about manufacturing equipment.
    Work orders must be automatically generated when malfunctions are detected to ensure that malfunctions are corrected quickly.
    You need to design a Connected Customer Service solution.
    What should you use? To answer, drag the appropriate implementation types to the correct requirements. Each implementation type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
    NOTE:Each correct selection is worth one point.

    Question 129

    You manage Dynamics 365 for Customer Service.
    You need to configure automatic case creation for emails received by customers who have a support contract.
    What should you do?
  • Question 130

    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.
    Hotspot Question
    You need to configure the correct settings.
    Which settings should you configure? To answer, select the appropriate options in the answer area.
    NOTE: Each correct selection is worth one point.