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Updated: Aug 03, 2026

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Main Requirements for Microsoft MB-230 Exam

While there are no strict prerequisites for this test, it is recommended that the candidates earn the Microsoft Certified: Dynamics 365 Fundamentals certification to understand the exam content. Microsoft MB-230 is designed for the functional consultants who possess customer service expertise. They are involved in implementing omnichannel solutions, which focus on service, efficiency, customer satisfaction, reliability, and quality. The potential candidates for this test should have solid applied knowledge that meets the user needs via the Dynamics 365 Customer Service, including the professional understanding of cases, queues, entitlements, and knowledge base.

Microsoft MB-230 Exam Overview:

Certification Vendor:Microsoft
Exam Name:Microsoft Dynamics 365 Customer Service Functional Consultant
Exam Number:MB-230
Available Languages:English, German, French, Spanish, Portuguese (Brazil), Italian, Japanese, Chinese (Simplified)
Exam Duration:120 minutes
Real Exam Qty:40-60
Exam Format:Multiple choice, Multiple select, Case studies, Drag and drop, Fill in the blank
Related Certifications:Microsoft Certified: Dynamics 365 Customer Engagement Functional Consultant Associate
Passing Score:700
Exam Price:$165 USD
Certificate Validity Period:1 year
Recommended Training:MB-230 Study Guide
Microsoft Learn Learning Paths
Exam Registration:Pearson VUE Scheduling
Microsoft Learn Exam Registration
Sample Questions:Microsoft MB-230 Sample Questions
Exam Way:Online proctored or onsite at Pearson VUE test centers
Pre Condition:No mandatory prerequisites; recommended to have 6+ months of experience implementing Dynamics 365 Customer Service solutions
Official Syllabus URL:https://learn.microsoft.com/en-us/credentials/certifications/exams/mb-230/

The Microsoft MB-230 exam, which is also known as Microsoft Dynamics 365 Customer Service, is one of the prerequisite tests for earning the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate certification. It is required that you pass it along with Microsoft PL-200 in order to get certified.

The Microsoft MB-230 exam is designed to evaluate one’s expertise in performing specific technical tasks. These include knowledge & case management, queues, Service Level Agreements, and entitlements management, scheduling implementation, analytics management, and Omnichannel for Customer Service. The details of these objectives are highlighted below:

Knowledge Management & Cases Management: 20-25%

  • Creating & Managing Cases: This domain will measure the candidates’ skills in managing case lists, configuring cases, and implementing child/parent cases. It will also evaluate their competence in creating and searching for different case records, converting specific activities to cases, merging cases, and performing case resolutions.
  • Implementing Knowledge Management: The students will need to demonstrate their expertise in configuring Knowledge search control, categories & subjects, as well as Knowledge Management entities. The questions related to this subtopic will also measure competence in using Knowledge Management to solve cases and managing Knowledge article models. Besides, the individuals are required to have expertise in implementing Knowledge Search, converting cases to specific knowledge articles, and linking articles with cases.
  • Configuring & Automating Cases: The examinees should gain the skills in implementing case routing rules, advanced similarity rules, update rules, as well as record creation. It also requires their competence in configuring business process flows and Status Reason transitions. Additionally, the applicants should also have the skills in customizing Case Resolution forms and capturing customer feedback with the use of Customer Voice.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-230.aspx

Associated Certification

The Microsoft MB-230 is one of the certification exams required to earn the Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate. This certificate is appropriate for individuals who want to develop CX solutions that are agile, fast, and leverage Artificial Intelligence to anticipate business needs. To get certified, however, every candidate is required to pass PL-200 exam in addition to MB-230.

Microsoft MB-230 Exam Syllabus Topics:

SectionWeightObjectives
Implement Microsoft Power Platform integration2-6%- Integrate Power Apps and Power Automate
  • 1. Connect Customer Service with other apps
    • 2. Create custom forms and workflows
      Implement Customer Service multi-session experience5-9%- Configure Customer Service workspace
      • 1. Set up app profiles and session templates
        • 2. Integrate channels and productivity tools
          Manage entitlements and service level agreements (SLAs)15-19%- Implement SLAs
          • 1. Configure SLA actions and warnings
            • 2. Define SLA KPIs and timelines
              • 3. Manage SLA calculations and pauses
                - Configure entitlements
                • 1. Define entitlement terms and restrictions
                  • 2. Associate entitlements with customers and cases
                    Manage cases and knowledge management51-55%- Configure Dynamics 365 Copilot for Service
                    - Create and manage cases
                    • 1. Implement case routing and queues
                      • 2. Configure case types and statuses
                        • 3. Manage case hierarchies and relationships
                          - Implement knowledge management
                          • 1. Integrate knowledge with cases and portals
                            • 2. Create and manage knowledge articles
                              • 3. Configure knowledge search and recommendations
                                Manage analytics, visualizations, and insights5-9%- Create and manage dashboards and reports
                                • 1. Use out-of-box Customer Service reports
                                  • 2. Build custom dashboards and visualizations
                                    - Implement Customer Voice surveys and feedback
                                    Implement scheduling10-14%- Configure service scheduling
                                    • 1. Set up resources and resource groups
                                      • 2. Define service activities and requirements
                                        • 3. Implement scheduling rules and availability
                                          Implement Connected Customer Service2-6%- Set up IoT and field service integration
                                          Implement routing and work distributionnull- Configure unified routing
                                          • 1. Set up workstreams and queues
                                            • 2. Define routing rules and decision trees

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