Learn the two crucial steps to make Customer Service historical analytics reports available to Dynamics 365 Service Representatives. Follow our guide on enabling Customer Service historical analytics and adjusting security role privileges for seamless access.
Table of Contents
Question
A company uses Dynamics 365 Customer Service.
Customer Service historical analytics reports are not available for any user.
You need to make the Customer Service historical analytics reports from Customer Service Insights available to users who have the Customer Service representative role in the Customer Service Hub.
Which two actions should you perform? Each correct answer presents part of the solution.
A. Enable Power BI visualization embedding.
B. Enable Customer Service historical analytics.
C. Enable the Tabular Data Stream (TDS) endpoint.
D. In the security role, add read and write privileges to the Report bookmark table.
E. In the security role, add read privileges to the Customer Service historical analytics table.
Answer
B. Enable Customer Service historical analytics.
E. In the security role, add read privileges to the Customer Service historical analytics table.
Explanation
This item tests the candidate’s knowledge of configuring Customer Service historical analytics.
Customer Service historical analytics is disabled by default. You should enable Customer Service historical analytics in the Customer Service admin center app. To view Customer Service historical analytics, a user must have the read privilege on the corresponding Customer Service historical analytics table. By default, the Customer Service representative security role does not have this privilege, so you must add the read privilege to the Customer Service historical analytics table in the security role.
The Power BI visualization setting enables you to add your own Power BI dashboards into the app. It is not used with the Customer Service historical analytics Power BI app. The TDS endpoint allows you to create your own Power BI reports from your Dynamics 365 data and is not required for the Customer Service historical analytics Power BI app. The read and write privileges on the Report bookmark table allow you to save your filters on the Customer Service historical analytics reports with bookmarks.
Microsoft Dynamics 365 Customer Service Functional Consultant MB-230 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, 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.