Table of Contents
Question
A company is implementing Customer Service Insights. Users need to understand customer data in more detail. You need to complete the initial configuration of the workspaces. Which three tasks should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Add an agent permission role to the required users.
B. Add a viewer permission role to the required users.
C. Connect Customer Service Insights to a Power BI environment.
D. Share the connected workspace with the required users.
E. Connect Customer Service Insights to a Common Data Service environment.
Answer
B. Add a viewer permission role to the required users.
C. Connect Customer Service Insights to a Power BI environment.
D. Share the connected workspace with the required users.
Explanation 2
The correct options are:
B. Add a viewer permission role to the required users.
C. Connect Customer Service Insights to a Power BI environment.
D. Share the connected workspace with the required users.
A. Adding an agent permission role is not related to the initial configuration of Customer Service Insights workspaces. Agent roles typically define access to certain functionality within Dynamics 365 Customer Service, but they don’t directly affect the configuration of Customer Service Insights workspaces.
B. Adding a viewer permission role to the required users: This is a correct step. To enable users to understand customer data in more detail, you should grant them viewer permission roles within the Customer Service Insights workspaces. Viewer roles allow users to view and analyze data within the workspaces without making any changes to the configuration.
C. Connect Customer Service Insights to a Power BI environment: This is a correct step. Customer Service Insights relies on Power BI to provide advanced reporting and analytics capabilities. By connecting Customer Service Insights to a Power BI environment, you enable the integration between these two services, enhancing the analysis of customer data.
D. Share the connected workspace with the required users: This is a correct step. After connecting Customer Service Insights to Power BI and configuring the workspaces, you need to share the workspaces with the required users. Sharing the workspace allows users to access and collaborate on the reports and insights generated within the Customer Service Insights environment.
E. Connecting Customer Service Insights to a Common Data Service environment is not directly related to the initial configuration of workspaces. The integration with Common Data Service provides a way to unify data across various Microsoft applications, but it doesn’t play a direct role in setting up the workspaces for detailed customer data analysis.
In summary, for the initial configuration of Customer Service Insights workspaces to help users understand customer data in more detail, you should add a viewer permission role, connect to a Power BI environment, and share the workspace with the required users. These actions collectively enhance data analysis and collaboration within the Customer Service Insights environment.
Reference
- Configure analytics and insights dashboards | Microsoft Learn
- Work with Customer Service Insights – Training | Microsoft Learn
- Customer Service Insights | Microsoft Learn
- Assign user permissions – Dynamics 365 Customer Insights | Microsoft Learn
- Configure Customer Service Analytics dashboard for Dynamics 365 | Microsoft Learn
Microsoft Dynamics 365 Customer Service Functional Consultant MB-230 certification exam practice question and answer (Q&A) dump with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Customer Service Functional Consultant MB-230 exam and earn Microsoft Dynamics 365 Customer Service Functional Consultant MB-230 certification.