What is the primary purpose of creating a view in Dynamics 365?

To display a specific set of records with selected columns

A support team uses a case-specific email template for acknowledgments. The template currently includes the customer name and case title. They now need to include the case number and the name of the assigned agent. The template must be updated for all agents without requiring them to change their personal settings. What should you configure?

Create a new template and instruct agents to select it manually.

Edit the template in a personal view and share it with the team.

Edit the existing template to add the case number and assigned agent placeholders, then publish it.

Use a workflow to append the case number and agent name to the email body after sending.

Your organization has a large number of cases, and agents need to search for cases by customer name, case title, and case number. Currently, quick find only searches the case title. You need to expand the search to include the other fields while keeping the search fast. What should you configure?

Enable quick find on the Customer Name and Case Number columns and leave the Title column as is.

Add the Customer Name, Title, and Case Number columns to the quick find view.

Enable Dataverse search for the Case table and add the Customer Name, Title, and Case Number columns to the searchable columns list.

Create a new view with filters for Customer Name, Title, and Case Number, and instruct agents to use it.

What is the primary purpose of creating an email template in Dynamics 365 Customer Service?

To standardize communication with customers

Microsoft Certified:Dynamics 365 Customer Service Functional Consultant Associate

Domain 3Objective 1

Configure the Data Model and UI Components MB-230 Practice Questions (Page 6)

Part of the Extend Customer Service domain, which accounts for 15–20% of the MB-230 exam. Microsoft does not publish an official question count, but from its 100-minute exam (~40–65 total, ~6–13 in this domain), expect 3–7 from this objective — we provide 40 practice questions to prepare you well beyond it. (estimate)

40questions here

8free pages

15concepts

15–20%of the exam

Questions 26–30

26foundation · easy
In Dynamics 365, what is the term for a container that holds records of a specific type, such as cases or contacts?
Select an answer first
27foundation · easy
What is the primary purpose of creating a view in Dynamics 365?
Select an answer first
28expert · hard
A support team uses a case-specific email template for acknowledgments. The template currently includes the customer name and case title. They now need to include the case number and the name of the assigned agent. The template must be updated for all agents without requiring them to change their personal settings. What should you configure?
Select an answer first
29expert · hard
Your organization has a large number of cases, and agents need to search for cases by customer name, case title, and case number. Currently, quick find only searches the case title. You need to expand the search to include the other fields while keeping the search fast. What should you configure?
Select an answer first
30foundation · easy
What is the primary purpose of creating an email template in Dynamics 365 Customer Service?
Select an answer first

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Configure the Data Model and UI Components MB-230 Practice Questions (Page 6)

Questions 26–30

In Dynamics 365, what is the term for a container that holds records of a specific type, such as cases or contacts?

What is the primary purpose of creating a view in Dynamics 365?

Your organization has a large number of cases, and agents need to search for cases by customer name, case title, and case number. Currently, quick find only searches the case title. You need to expand the search to include the other fields while keeping the search fast. What should you configure?

What is the primary purpose of creating an email template in Dynamics 365 Customer Service?

Keep studying — Extend Customer Service