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Microsoft MB-260 Microsoft Dynamics 365 Customer Insights (Data) Specialist Exam Practice Test

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Total 118 questions

Microsoft Dynamics 365 Customer Insights (Data) Specialist Questions and Answers

Question 1

You created a Microsoft Dynamics 365 Customer Insights environment for testing by copying the configuration of the production environment.

You need to make sure the new environment is operational and satisfies all relevant requirements.

Which three steps should you perform after creating the new environment? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Enter credentials for the data source that contains sales CRM contacts.

B.

Remove export destinations and disable scheduled refreshes.

C.

Recreate the data source that contains EcommerceCustomer.

D.

Recreate the data source that contains sales CRM contacts.

E.

Add role assignments to grant access to marketing team members.

Question 2

You are a Customer Data Platform Specialist. You are implementing an incremental refresh in audience insights. All the data is stored in an Azure SQL database and is ingested to audience insights using Power Query. You need to configure an incremental refresh for data sources.

Which four actions should you perform in sequence to meet this requirement? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Question # 2

Options:

Question 3

You are a Customer Data Platform Specialist. You are asked to create a household cluster to group profiles that share a set of demographic data points.

Which three actions should you perform in sequence to configure a household cluster? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Question # 3

Options:

Question 4

You are a Customer Data Platform Specialist. You want to add data sources that connect to data in the organization’s Azure Data Lake. You need to enable data profiling for the entity within the data source while creating it.

Which three actions should you perform in sequence to meet this requirement? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Question # 4

Options:

Question 5

You are a Customer Data Platform Specialist. You need to create an additional audience insights environment based on the existing configuration in the development environment.

Which two statements are correct when creating an additional environment with limited amount of required configuration? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

In Type select Trial, Region, and click next to connect to the Azure Data Lake Storage Account.

B.

In the Create New Environment dialog window, enter *UAT1" name. Check Copy from exiting environment and select "Dev° from the option set.

C.

In the Create New Environment dialog window, enter *UATT name. Check Copy from exiting environment, and select DEV1 from the list.

D.

In Type select Sandbox, Region, and click next to connect to the Azure Data Lake Storage Account.

Question 6

Your manager asks you to delete all custom deduplications rules and create new ones for each regional data source. Customer records are considered duplicates if they contain:

1. Close match on first name,

2. Same last name.

3. Same street address, and

4. Same postal code

You need to complete the configuration of the deduplication matching conditions.

Question # 6

Options:

Question 7

You are a Customer Data Platform Specialist. Dynamics 365 Customer Insights (CI) users have complained that they are not able to quickly find customers using main demographic data points. You must ensure users are able to search customers using any of the available fields.

Which two statements define the actions that should be completed to satisfy this requirement? Each option represents a partial solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Validate you have access to edit the Search and index pages in audience insights.

B.

On the Search and filter index pane, add Last Name, Full Name, Email. Cell Phone. Street Address, and DOB fields to Index. Click Save and Run.

C.

You must run Merge in order to view the newly added fields on the customer profile.

D.

On the Search and filter index pane. Add Last Name, FullName, Email, Home Phone. DOB fields to Index. Click Save and Run.

Question 8

The marketing team is working on a campaign to email cou

You need to ensure all data required to build the necessary segments is available in Microsoft Dynamics 365 Customer Insights.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Question # 8

Options:

Question 9

Your manager asked you to evaluate the use of suggested segments for marketing campaigns.

You need to tell your manager what kinds of segments can be suggested based on the current Dynamics 365 Customer Insights configuration.

Which two types of segments can be suggested? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Customers who have generated the most revenue from ticket sales

B.

Customers who have the lowest average customer satisfaction scores.

C.

Customers who have made the most recent purchases.

D.

Customers who have the highest total spend per customer.

Question 10

You need to begin planning how to address the marketing team's requests for future enhancements.

If you implement the requested changes, what is the total number of connections that will be required in BYAE's Dynamics 365 Customer Insights environment?

Options:

A.

2

B.

3

C.

4

D.

5

Question 11

You are a Customer Data Platform Specialist. The sales team asks you for an update on its requirement to be able to create a marketing list in Dynamics 365 Sales from audience insights data.

Which validation is necessary to satisfy the sales team’s requirement?

Options:

A.

Validate ecom_email field is part of the Customer entity profile, and it is not merged with any other email from a different source.

B.

Validate loyalty_email field is part of the unified customer entity profile, and it is not merged with any other email from a different source.

C.

Validate email field is part of the Loyalty Member entity and can be used as a filter when building a segment for export to Dynamics 365 Sales

D.

Validate all contacts ingested from Dynamics 365 Sales are included in the segment and the proper filter is applied.

Question 12

You need to fix the problem with exports to Dynamics 365 Sales.

What should you do?

Options:

A.

Verify the schedule run setting for the export rs set to "on."

B.

Add the Dynamics 365 Sales Contact table to the profile unification process.

C.

Add a field for loyalty system email address in Dynamics 365 Sales.

D.

Verify the segment for export does not contain more than 100,000 members.

Question 13

You are a Customer Data Platform Specialist. The marketing team wants to send personalized marketing emails to customers, but the customer FullName attribute has not been correctly populated as part of the profile unification process.

You update the Map process to include the loyalty.member.fullname, ecom.member.fullname, and cclubcust.member.full_name fields. Then, you map the fields to the Person.FullName semantic type. Audience insights automatically merges these fields into the FullName attribute on the Merge page.

What action should you perform to make sure the merged FullName field contains the most trusted data available?

Options:

A.

Edit the merged FullName field and combine fields by most recent based on timestamp in the source entity.

B.

Edit the merged FullName field and combine fields by least recent based on timestamp in the source entity.

C.

Separate the fields in the merged FullName field, create a new field, and add attributes in priority order.

D.

Edit the merged FullName field, combine fields by importance, and manually rank the source entities.

Question 14

You are a Customer Data Platform Specialist. The marketing team requested that customer cellphone numbers be added to the customer profile in audience insights. The customer cellphone numbers are stored in a separate table in the Azure Gen 2 Storage Account.

You decide to create the data source(s) needed in audience insights.

Which statements best describes the steps needed to ingest the required data to audience insights?

Options:

A.

In audience insights, under Data, select Data Sources, add data source and select Azure data lake storage as an import method, enter name as "Loyalty Cell Phone' and enter storage account name to authenticate. Repeat the steps for other tables.

B.

In audience insights, select Data Sources, add data source, enter "CellPhone" in the name field and click Next.

C.

In audience insights, add data source and select Azure data lake storage as an import method, enter "cellPhoneJoyalty1 as a data source name, and then enter the container name and method to authenticate. Repeat the same steps for other tables.

D.

In audience insights, add data source and select Microsoft Dataverse as an import method, enter "CellPhoneloyalty" as a data source name.

Question 15

You need to implement the out-of-the-box product recommendation model to generate event recommendations for the post-purchase email.

What action must you perform to use this model?

Options:

A.

Upload a product catalog table with categories and prices for event types.

B.

Change the existing semantic mapping type for the event tickets activity.

C.

Include an IsReturn field in the Power Query definition for event tickets.

D.

Add an event type id GUID to the event tickets Power Query definition.

Question 16

You want to address the IT operations teams goal.

What is the first step you should take?

Options:

A.

Configure incremental refresh for the GubMember table.

B.

Add a primary key to the EventAttendee table.

C.

Recreate EventAttendee as a partitioned table.

D.

Add a primary key to the PageViews table.

Question 17

The marketing team wants to invite cycling club customers to a new product launch webinar.

You need to ensure all necessary data is available to create a segment to target the appropriate customers.

What should you do?

Options:

A.

Enable data profiling for the attributes of the QubMember table.

B.

Edit the existing Azure Data Lake data source and add specific SurveyResponse attributes.

C.

Create a new Azure Data Lake data source and add the SurveyResponse table.

D.

Edit the existing Azure Data Lake data source and add the SurveyResponse table.

Question 18

You need to configure the out-of-the-box sentiment analysis model to run on survey response data.

Which two fields contain data that must be mapped to model input parameters? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

EventRating

B.

CustomerNumber

C.

ResponseDate

D.

ResponseNumber

Question 19

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen

You are setting up a new Dynamics 365 Customer Insights - Data environment and want to connect a Microsoft Dataverse environment.

While trying to connect you receive the error This CDS organization is already attached to another Customer Insights - Data instance.

You need to resolve the issue and ensure you can connect the new Customer Insights - Data environment to the Dataverse.

Solution: In the Dataverse environment, go to Solutions through the advanced settings and uninstall the CustomcrlnsightsCustomerCard solution.

Does this meet the goal?

Options:

A.

Yes

B.

No

Question 20

You need to export all the data in Dynamics 365 Customer Insights - Data to Microsoft Azure Blob Storage. This includes metadata and schemas.

What should you do?

Options:

A.

Query the REST API with custom code.

B.

Configure a segment export.

C.

Attach a Microsoft Dataverse environment.

D.

Configure a data-out export.

Question 21

You configured two segments:

1. A segment to find customers who frequently purchase one type of product

2. A segment to find customers who frequently purchase a different type of product

You need to understand what attributes differ between these two groups of customers.

What can you configure Microsoft Dynamics 365 Customer Insights to do with a segment differentiator analysis? Each correct answer presents part of the solution.

NOTE; Each correct selection is worth one point.

Options:

A.

Analyze predictions and enrichments.

B.

Analyze a segment compared to all customers.

C.

Analyze customer fields and measures.

D.

Ignore difference scores lower than a set threshold

Question 22

You are a Customer Data Platform Specialist. Your organization is using Power Query when connecting to Data Sources in audience insights. You need to load eCommerce Contacts to audience insights.

Which statement about loading data to audience insights using Power Query is correct?

Options:

A.

You must create a separate Power Query data source for each entity you wish to ingest.

B.

Power Query automatically recognizes header rows in files when you use the Text/CSV connector.

C.

After you save a Power Query data source, you have to manually trigger the initial refresh process.

D.

You can add additional entities to the data source using Get Data functionality in the Power Query.

Question 23

You are configuring a new Dynamics 365 Customer Insights - Data environment that is focused on business accounts. You have completed business account unification, and you are now setting up contact unification.

You need to configure a relationship between a contact table and an account table.

Which two values do you need to specify on the Relationships page? Each correct answer presents part of the solution.

MOTE: Each correct selection is worth one point.

Options:

A.

Primary key column in the account table

B.

Name of the child contact table

C.

Foreign key column in the contact table

D.

Name of the parent account table

Question 24

You consult for an organization that is implementing Dynamics 365 Customer Insights for the first time.

You are creating training materials for the organization and need to create a glossary of terms.

Which definition should you add to the glossary?

Options:

A.

Tables - a configurable structure that forms the basis of the forms that compose the user interface of Dynamics 365 Customer Insights.

B.

Exports • a feature that allows ingestion of data from a wide variety of data sources external to the application.

C.

Activities - a feature that enables a user to define actions or events performed by customers or business contacts in ingested data.

D.

Predictions - a feature that predicts possible relationships between different tables you have ingested.

Question 25

You are a Customer Data Platform Specialist. The marketing manager at your company wants to understand the training model performance for a customer lifetime value (CLV) model you configured.

What do the possible training model performance grades signify? To answer, drag the appropriate definition to the correct grade value. Each definition may be used once or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

Question # 25

Options:

Question 26

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are implementing Microsoft Dynamics 365 Customer Insights as your company's Customer Data Platform.

The initial dataset tables contain contacts from Dynamics 365 Sales, eCommerce customers, and service management platform incidents.

In your first unification run, you set Dynamics 365 as the primary table but only see eCommerce profiles that were able to be matched with Dynamics 365 contacts.

You need to ensure that unmatched eCommerce customers are also added as a profile in Dynamics 365 Customer Insights.

Solution: Configure the eCommerce table above the Dynamics 365 table in the Source Fields step.

Does this meet the goal?

Options:

A.

Yes

B.

No

Question 27

You are a Customer Data Platform Specialist. Your marketing team is in the process of mapping entities and attributes in the data unification process of audience insights. You are assisting them with completing this task.

Which two statements correctly describe how audience insights handles the mapping of semantic types for entity attributes? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Attributes that are automatically mapped to a semantic type cannot be remapped to a custom semantic type.

B.

Attributes must be mapped to the semantic type of ID in order to be used as a primary key for the entity.

C.

The 'Define the data in the unmapped fields' section shows attributes that are not automatically mapped to a semantic type.

D.

The 'Review mapped fields' section shows all attributes for which a semantic type is automatically identified.

Question 28

Your company has recently implemented Microsoft Dynamics 365 Customer Insights to target customers based on household size and income. The company's Marketing team plans to create different segments for customers Irving in Canada based on household size and income.

Customer profiles are currently missing this information, and the marketing team requests this data be added to Dynamics 365 Customer Insights for as many customers as possible in Canada.

You need to ensure that as many customer profiles as possible are inched with household and income size details.

What type of enrichment should you use to bring in data to satisfy the requirement?

Options:

A.

Demographics from Experian

B.

Location from HERE Technologies

C.

Identity from LiveRamp

D.

SFTP custom import

Question 29

You are implementing Microsoft Dynamics 365 Customer Insights at a bank. After going through the unification process, you notice that customer profile cards appear nameless.

You need to reserve this problem and add the full name to the customer profile cards.

What should you do?

Options:

A.

Within the 'Select source fields* stage, map at least one field to the semantic type *Person.FullName*.

B.

Within the 'Select source fields* state. add a custom semantic type for "Person.Fullname*

C.

Within the 'Unify customer fields* stage, adjust the order for the 'Fullname " field, where the first option is always filled.

D.

Within the 'Unify customer fields* stage, combine different name field into the 'Fullname* field.

Question 30

You are adding the Microsoft Dataverse managed data lake to Dynamics 365 Customer insights - Data. You are unable to perform the required steps.

You need to be able to select the tables from the managed lake when adding the data source.

What should you do?

Options:

A.

Confirm that Dynamics 365 Customer Insights - Journeys is connected to Dynamics 365 Customer Insights - Data.

B.

Ensure you are assigned the administrator role in Dynamics 365 Customer Insights - Data.

C.

Ensure you have the administrator role on the Dataverse organization

D.

Ensure that the same Dataverse is selected in the environment settings of Dynamics 365 Customer Insights - Data.

Question 31

You are a Customer Data Platform Specialist. Your company implemented audience insights as their Customer Data Platform.

While discussing the AI possibilities of audience insights with a campaign manager, you mention that the solution can suggest segments based on the activities of a profile. The campaign manager asks you to run a suggestion based on the sales order lines that are available in audience insights.

Which three factors will affect the segment suggestions? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

The specific activity relationship path(s).

B.

The number of days since the last order line

C.

The credit card or any specific attributes recorded at the order line

D.

The number of order lines

E.

The value of the order line

Question 32

An organization is using Microsoft Power Query when connecting to data sources in Microsoft Dynamics 365 Customer Insights. You need to load eCommerce Contacts to Dynamics 365 Customer Insights using Microsoft Power Query. Which is an appropriate action to take when using Microsoft Power Query to ingest data?

Options:

A.

You can have Microsoft Power Query automatically recognizes header rows in files when you use the Text/CSV connector.

B.

After you saw a Microsoft Power Query data source you have to manually trigger the initial refresh process.

C.

You must select Microsoft Power Query as an import method when creating the data source

D.

If a system process uses a Microsoft Power Query data source, you can simultaneously edit the data source.

Question 33

You ate taking over administrative responsibilities tor a Dynamics 365 Customer Insights - Data environment at your organisation, and you are reviewing the indexes set up for Customer profiles in the environment.

One of your users has asked you to make DateofBirth a searchable attribute. You navigate to the Search & filter index page and see that there is already an attribute with the name DateofBirth It has an x in the Included in search column.

You need to report your findings to the use*.

What should you tell the user?

Options:

A.

The data type for DateofBirth is not searchable, so you cannot make it searchable.

B.

DateofBirth is already a searchable field because it has an x in the Included in search column.

C.

Create a new searchable attribute on this page named DateofBirth_searchable.

D.

Select Add filter and change the toggle control to make DateofBirth searchable.

Question 34

You are a Customer Data Platform Specialist. Your company’s information technology team wants to use the out-of-the-box customer lifetime value (CLV) machine learning (ML) capabilities that come with audience insights, but the team has some concerns about the suitability of their data. You need to confirm if their research about data requirements is correct.

Which two statements are correct about the data characteristic requirements for configuring the CLV ML model? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

There should be at least two to three transactions per customer ID. preferably across multiple dates.

B.

There should be at least 100.000 unique customers to perform the CLV model.

C.

There should be preferably two to three years of transactional data to predict CLV for one year.

D.

The CLV model will not run if there is any missing data in the fields.

Question 35

You are a Customer Data Platform Specialist. Your organization is using the Dynamics 365 Customer Insights as the Customer Data Platform.

Your marketing team wants to explore the suggested segments feature and create a segment based on measures.

Which four steps should be performed in sequence to achieve this goal? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Question # 35

Options:

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Total 118 questions