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MB-260 Microsoft Dynamics 365 Customer Insights (Data) Specialist Questions and Answers

Questions 4

Your organization is implementing Microsoft Dynamics 365 Customer Insights. You want to make sure that you address duplicate records in your source data.

You need to define the deduplication rules to select which duplicate record should be kept.

Which three options should you select? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Options:

A.

First imported

B.

Most filled

C.

Importance

D.

Least recent

E.

Most recent

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Questions 5

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.

A company's IT department has a CSV file stored on one of their Shared Documents folders within their Microsoft SharePoint sites. The data from the CSV file is ingested into Dynamics 365 Customer Insights - Data.

The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls.

You need to clean and transform the data in Customer Insights - Data to be ready for unification.

Solution: Transform the first row to be used as headers, remove rows that contain null values, and name the query. Select Next and your data is now ready for unification.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 6

You are a Customer Data Platform Specialist. You are in the process of implementing audience insights at a bank.

You finished setting up the different initial data sources. You are starting the unification process.

Which three tasks do you need to perform in the Mapping phase of the unification process? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Identify the primary keys and semantic field types within the different entities.

B.

Identify the entities that you need to unify into a single profile.

C.

Identify the prioritization of similar fields between different entities.

D.

Select the fields you want to include the unified customer profile.

E.

Identify rules for duplication between different entities.

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Questions 7

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

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Questions 8

Your organization is using Microsoft Power Query when connecting to data sources in Microsoft Dynamics 365 Customer Insights. You loaded eCommerce profiles to Dynamics 365 Customer Insights. The table contains a iastupdated field that is loaded as a text field instead of a date field.

You need to fix the column format.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

In Power Query, edit the queries dialog, and select the lastupdated column, select the Transform tab, change Data Type to Date, and select Save

B.

In Dynamics 365 Customer Insights, select and edit the eCommerce profiles data source to open the Power Query • Edit queries dialog.

C.

In Dynamics 365 Customer Insights, select and edit eCommerce profiles' data source, select the lastupdated column, select the Transform tab to change Data Type to Date, and select Save

D.

In Dynamics 365 Customer Insights, select and edit the eCommerce profiles table to open the Power Query • Edit queries dialog.

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Questions 9

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.

You are a Customer Data Platform Specialist. Your company’s information technology department (IT) has a CSV file stored on one of their Shared Documents folders within their SharePoint sites which they have ingested into audience insights. The file contains a row header with some special characters, columns of different types (quantities, prices, etc.), and some rows with a high proportion of nulls and missing primary keys. You have been asked to clean and transform the data in audience insights to be ready for unification.

What should you do?

Solution: Clean the data by removing any rows where the primary key is missing, delete any leading or trailing zeros on the primary key, and name the query. Click “Next” and your data is now ready for unification.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 10

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.

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Questions 11

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. go the Settings menu of Dynamics 365 Customer Insights - Journeys, select the Customer Insights connector and disconnect the connection.

Does this meet the goal?

Options:

A.

Yes

B.

No

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Questions 12

You need to populate a marketing list in Dynamics 365 Sales with all the members of a segment in Microsoft Dynamics 365 Customer Insights. Which two conditions must be met? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Options:

A.

The email addresses of contacts in Dynamics 365 Sales must match the corresponding unified customer profile email address field in Dynamics 365 Customer Insights.

B.

The segment in Dynamics 365 Customer Insights cannot contain more than 100,000 members.

C.

Sales team members must be assigned a role in Dynamics 365 Customer Insights to access the marketing list that is created in Dynamics 365

D.

Dynamics 365 Sales Contacts must be ingested into Dynamics 365 Customer Insights as a data source and included in the unified customer profile.

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Questions 13

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.

MB-260 Question 13

Options:

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Questions 14

As a Customer Data Platform Specialist, you set up audience insights as the new Customer Data Platform.

The product owner wants you to make sure that data sources are refreshed daily.

Which five 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.

MB-260 Question 14

Options:

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Questions 15

You are reviewing the system status in Microsoft Dynamics 365 Customer Insights. You notice that different refresh processes are not successful. You need to find the step that is blocking these processes from refreshing.

Which dependency types are associated with each process? To answer, drag the appropriate dependency types to the correct processes. Each user group may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct match is worth one point.

MB-260 Question 15

Options:

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Questions 16

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.

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Questions 17

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.

MB-260 Question 17

Options:

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Questions 18

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.

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Questions 19

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.

MB-260 Question 19

Options:

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Questions 20

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.

MB-260 Question 20

Options:

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Questions 21

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.

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Questions 22

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.

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Questions 23

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

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Questions 24

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.

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Questions 25

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.

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Questions 26

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.

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Questions 27

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.

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Questions 28

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.

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Questions 29

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.

MB-260 Question 29

Options:

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Questions 30

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.

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Questions 31

You created several segments in Microsoft Dynamics 365 Customer Insights.

You need to perform a segment overlap analysis to understand what these segments have in common.

Which two actions can you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Analyze how specific values affect the overlap results

B.

Save the overlapping members as a new segment.

C.

View the analysis output to determine the count of members included in only one segment

D.

Export the analysis output for further review outside Dynamics 365 Customer Insights.

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Questions 32

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.

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Questions 33

The marketing team wants to create a segment for a new email campaign to invite customers to a series of in-store events.

What should you do first?

Options:

A.

Separate the fields in the merged FuttName field and create new fields for first name and last name.

B.

Enable data profiling for the firstname attenuates in the LoyaltyMember and tcommerceCustomer tables

C.

Create a merged FirstName field from attributes in the LoyattyMember and EcommerceCustomer tables.

D.

Map attenuates from the LoyattyMember and EeommereeCustomer tables to the Person.FirstNcme semantic type.

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Questions 34

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.

MB-260 Question 34

Options:

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Questions 35

You are a Customer Data Platform Specialist. You need to design a process to share the unified customer profile with the sales team. The sales team uses the Dynamics 365 Sales app for marketing list generation.

Which two conditions must be met to export segments needed by the sales team to the D365 Sales app? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

In order to export segment of customers who have DOB to Dynamics 365 Sales to create marketing lists, a connection to the Dynamics 365 Sales environment must be configured.

B.

Contacts do not have to be present in Dynamics 365 Sales because the export process will create new contact records if they do not already exist.

C.

In order to export segment of customers who have Loyalty email to Dynamics 365 Sales, a connection to the Dynamics 365 Sales environment must be configured.

D.

Dynamics 365 Sales Contacts must be ingested into audience insights as a data source and included in the unified customer profile.

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Exam Code: MB-260
Exam Name: Microsoft Dynamics 365 Customer Insights (Data) Specialist
Last Update: Jul 14, 2024
Questions: 118

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