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MB-230: How to Pass Customer Information from Portal to Live Chat in Dynamics 365 Customer Service?

Learn how to ensure seamless customer data transfer from a portal to live chat in Dynamics 365 Customer Service. Discover the correct setting for authenticated customer details in Omnichannel. Get tips for passing your MB-230 exam with this expert guide!

Table of Contents

Question

A company uses Dynamics 365 Customer Service and Omnichannel for Customer Service.
The company provides customers with self-support options from a portal. Customers can also use live chat to connect with an agent.
You need to ensure that details from customers who are logged in to the portal will be passed to the chat conversation in Dynamics 365 Customer Service.
What should you create first?

A. messaging account
B. geo location record
C. authentication setting
D. agent experience profile

Answer

C. authentication setting

Explanation

This item tests the candidate’s knowledge of configuring Omnichannel for Customer Service application settings.
Authentication settings are used to validate logged-in customers from a domain. That information can be passed to conversations in Dynamics 365 Customer Service. Geo location records are used to detect a customer’s location based on their latitude and longitude. Messaging accounts are used to provide connection details to third-party messaging providers that can be used as channels. Agent experience profiles are used to control which features are available to agents when they access Dynamics 365 Customer Service.

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.