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Extend Customer Service →easyMultiple Choice

MB-230 Extend Customer Service Practice Question

A customer service manager wants to enable agents to quickly view a customer's recent orders from an external system while working on a case in Dynamics 365 Customer Service. The external system provides a REST API that returns order data in JSON format. The manager wants the order data to appear in a section on the Case form without navigating away. What should you implement?

⚠ Common exam trap

The trap here is assuming that a Power Automate flow or business rule can directly display external data on the form, but they cannot provide real-time, embedded views.

Answer choices

Why each option matters

Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.

Correct answer & explanation

✓

An HTML web resource that calls the REST API and displays the order data.

An HTML web resource is the appropriate choice because it can be embedded on the Case form, call the external REST API using JavaScript, and display the order data in a section. This provides real-time visibility without navigating away. Other options either require data duplication, do not provide real-time display, or are not capable of calling external APIs. The web resource approach is standard for such integrations.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • ✗

    A Power Automate flow that retrieves orders and creates notes on the case.

    Why it's wrong here

    A Power Automate flow can retrieve data and create notes, but it would not display the data in a section on the form in real-time. Notes are static and require a flow run, which may not be triggered on demand. The requirement is for agents to quickly view order data while working on a case, so a dynamic display is needed.

  • ✗

    A custom entity to store order data synced from the external system.

    Why it's wrong here

    Creating a custom entity to store order data would require data synchronization and may not provide real-time information. It adds complexity and storage overhead. The requirement is to display data from an external system on the form without navigating away, so a real-time integration is more appropriate than duplicating data into a custom entity.

  • ✓

    An HTML web resource that calls the REST API and displays the order data.

    Why this is correct

    An HTML web resource can be embedded on the Case form and use JavaScript to call the external REST API, then render the order data in a section. This provides real-time data without navigating away. Web resources are a standard way to extend forms with custom UI and integrate with external services, making this the correct approach.

  • ✗

    A business rule that calls the REST API and populates fields on the Case form.

    Why it's wrong here

    Business rules cannot call external REST APIs directly. They are used for client-side logic and field validations within Dynamics 365. They cannot integrate with external systems or display dynamic data. Therefore, a business rule cannot fulfill the requirement of showing external order data on the form.

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Written and reviewed by Johnson Ajibi, MSc IT Security

Senior Network & Security Engineer · founder of Courseiva

Last reviewed September 2026 · checked against the official Microsoft exam blueprint

This MB-230 practice question is part of Courseiva's free Microsoft certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the MB-230 exam.