MB-230 · Question #264
Case Study 4 - Lamna Healthcare Background Lamna Healthcare Company has a call center for the city. They receive roughly 5,000 calls a day on health issues. They have the following three departments…
The correct answer is Interactive dashboard; Chart by account. Explanation: Visualization Tools for Lamna Healthcare The two visualization requirements map to two specific tools. Here's the breakdown: --- Requirement 1 → Interactive Dashboard > "Support representatives must have a real-time view of cases assigned to them, including the…
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Exhibit
Answer Area
Drag items
Correct arrangement
- Interactive dashboard
- Chart by account
Explanation
Explanation: Visualization Tools for Lamna Healthcare
The two visualization requirements map to two specific tools. Here's the breakdown:
Requirement 1 → Interactive Dashboard
"Support representatives must have a real-time view of cases assigned to them, including the status of each case."
Why Interactive Dashboard? In Dynamics 365 Customer Service, Interactive Dashboards are specifically designed for real-time monitoring. They update without page refreshes, support filtering by owner (so reps see only their cases), and display multiple data streams simultaneously - including case status. This is the only dashboard type in D365 built for this "live queue" scenario.
Common Mistake: Confusing this with a standard dashboard. Standard dashboards don't update in real-time and lack the interactive filtering needed for individual rep views.
Requirement 2 → Chart by Account
"Support representatives must be able to see a graphic view of cases by customer assigned to them."
Why Chart by Account? In Dynamics 365, "Account" is the entity that represents a customer/organization. A "Chart by Account" groups and visualizes cases at the customer level - exactly what "by customer" means. This gives reps a graphical breakdown of how many/which cases belong to each customer they're handling.
Why NOT "Chart of Case Type"? Case type categorizes cases by category (e.g., chronic illness, flu) - not by customer. It answers "what kind of cases do I have?" not "which customers do I have cases for?" - so it doesn't satisfy this requirement.
Summary Table
| Requirement | Tool | Key Reason |
|---|---|---|
| Real-time view of cases + status | Interactive Dashboard | Live updates, filterable by owner |
| Graphic view of cases by customer | Chart by Account | Account = Customer in D365 |
| (not used) | Chart of Case Type | Groups by category, not customer |
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