Question 146

You need to configure the system to meet the three-day and seven-day timeframes.
What should you configure?
  • Question 147

    You are a Dynamics 365 for Customer Service administrator. You are using Voice of the Customer and are reviewing survey A survey responder marked 10 percent for overall satisfaction.
    You need to ask additional questions based on the response.
    Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

    Question 148

    You are implementing Omnichannel for Customer Service for a call center.
    The call center's requirements for the implementation are as follows:
    When a new chat conversation is started, the Customer Summary and New Case form tabs must be open.
    The Customer Summary tab must be the primary tab during the conversation.
    Agents must be able to close the New Case form tab.
    Agents must not be able to close the Customer Summary tab.
    You need to configure the tabs.
    Which configuration should you use for each tab? To answer, drag the appropriate types of account information to the correct SMS channel provider. Each type of account information 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 149

    A company is implementing Omnichannel for Customer Service.
    You must set up the system to minimize human error and automate actions. The requirements to set up the system are as follows:
    * Representatives must create a new support record when a customer contacts them through chat.
    * Knowledge base articles must open in a separate tab when representatives research answers.
    * When a knowledge base article resolves a customer issue, representatives must send the article to the customer via chat.
    You need to set up the macros.
    Which macro type should you use? To answer, drag the appropriate macro types to the correct requirements. Each macro 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 150

    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.