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MB-230 Manage Cases in Customer Service Practice Question

A customer service representative at Alpine Ski House is reviewing an active case. The customer calls back with the same issue, so the representative wants to capture the new interaction on the existing case without creating a new record. Which action should the representative take on the case record?

⚠ Common exam trap

The trap here is assuming any new customer contact requires a new case record, when activities can be logged directly against the existing case.

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

✓

Add a phone call activity to the existing case record.

Logging a callback on an open case is done with an activity such as a phone call, which is linked to the case through the regarding field. This keeps the full interaction history on one record. Creating or merging cases, or merely changing the status reason, does not capture the conversation details and adds unnecessary records or state changes.

Answer analysis

Option-by-option breakdown

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

  • ✗

    Create a new case and merge it into the existing case.

    Why it's wrong here

    Creating another case and merging it adds an unnecessary record and consumes duplicate-detection and merge effort for what is simply a follow-up interaction. Merge is designed to consolidate duplicate cases, not to log a phone call on an open case. The representative should record the interaction directly against the existing case instead of introducing a new case record.

  • ✗

    Create a child case and associate it with the parent case.

    Why it's wrong here

    Parent-child case relationships are used when distinct workstreams must be tracked separately, for example a hardware issue and a software issue under one master case. A simple follow-up call on the same unresolved issue does not warrant a separate child case. Creating one adds administrative overhead and fragments the interaction history across records.

  • ✗

    Reopen the case and change its status reason to Researching.

    Why it's wrong here

    Reopening and changing the status reason alters the case lifecycle state but does not record the callback itself. The case is already active, so no reopen is needed, and the status reason does not store interaction details such as call duration or notes. The representative needs an activity to capture the conversation, not a status change.

  • ✓

    Add a phone call activity to the existing case record.

    Why this is correct

    Activities such as phone calls, tasks, and appointments can be created directly from a case and are linked to it through the regarding lookup. Adding a phone call captures the callback interaction, its duration, and notes on the same case, preserving a complete timeline. This is the intended way to log a new customer interaction on an existing case without creating a new case record.

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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

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