Microsoft Dynamics 365 Customer Insights (Data) Specialist Questions and Answers
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.
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?
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.
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.
You want to address the IT operations teams goal.
What is the first step you should take?
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.
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.
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.
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?
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.
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?
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.
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.
You need to fix the problem with exports to Dynamics 365 Sales.
What should you do?
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?
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?
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 responsible for creating segments for your company's marketing team using Microsoft Dynamics 365 Customer Insights.
Your Chief Marketing Officer (CMO) wants to run a re-engagement campaign for customers that have a high probability of no longer purchasing your organizations products in the next three months.
The CMO asks you to use Dynamics 365 Customer Insights to generate a segment of customers that would meet this requirement.
Solution:
1. Generate a Transactional churn prediction for the next three months.
2. On the results page, review the model results to identify the characteristics of the highest "Likelihood to churn" group.
3. Create a segment from the results page using the ChurnScore field and a Greater than operator for the lower bounds value of the group you identified.
Does this meet the goal?
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?
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.
You work for a chain of hotels, and you have created a data source catted Preference System to ingest consent data in Dynamics 365 Customer Insights in an table called Consents. The Consents table has the following attributes and data types:
You are creating a segment to email information on upcoming events to customers who live in the state of California and whose Average number of nights stayed value is greater than four.
You have already configured the first rule in the segment as follows:
Rule 1 uses and
Customer: Customer Insights.' All records
and
Customer: CustomerInsightsState is equal to California
and
Customer_Measure: Customerlnsights.Average number of nights stayed is greater than 4
You need to configure the second rule in the segment according to your customers' consent preferences. This rule will be joined to the first rule with a union operator
Which attribute name or attribute value corresponds to each empty parameter? To answer, drag the appropriate attenuate name or attribute value to the correct empty parameters in the answer area. Each attribute name or attenuate value may be used once, more than once, or not at all.
NOTE: Each correct match is worth one point.
You are a Customer Data Platform Specialist. You are implementing a scheduled refresh in audience insights.
Which two statements are correct when describing scheduled refreshes? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
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.
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.
You are a Customer Data Platform Specialist. You completed all the steps in the match phase of the data unification process in the audience insights. You need to review and validate your match results.
Which three metrics are available for you to validate the results? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Some of the data stored by your company needs to adhere to strict organization compliance and security when establishing connections and exports.
Your IT department tells you that you must use a dedicated Microsoft Azure Key Vault with a Dynamics 365 Customer Insights - Data environment to help the organization meet its compliance requirements. The dedicated key vault will be used to stage and use secrets in the organization's compliance boundary.
You need to use Customer Insights - Data and Azure Key Vault to store the secrets for each of the connections set up.
Which two prerequisites are needed? Each correct answer presents pan of The solution.
NOTE: Each correct selection is worth one point.
You are a Customer Data Platform Specialist. The chief marketing officer (CMO) asked you to look at different use cases as you are implementing the Customer Insights platform.
Which use case is applicable to either audience insights or engagement insights? To answer, drag the appropriate capability to the correct use case. Each capability 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 selection is worth one point.
Your company uses Microsoft Dynamics 365 Customer Insights - Data as the Customer Data Platform.
The marketing team needs to know the total amount the customer has spent. The order lines are linked to a profile as part of the point-of-sale data source and through their loyalty ID.
Which function should you select in order to create this insight when creating a measure?
You are a Customer Data Platform Specialist. Your company operates mainly in the business-to-business (B2B) space.
The chief marketing officer (CMO) asks you to implement audience insights and ensure that it can handle the company’s B2B scenarios and data.
Which statement is correct when considering audience insights for business accounts versus individual consumers?
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 already ingested a CSV file with column names in the first row into audience insights. You are asked to clean and transform the data to get it ready for unification.
What can you do to satisfy the requirements?
Solution: Clean the data by removing any rows with nulls and deleting any leading zeros on the primary key. Click “Next” and your data is now ready for unification.
Does this meet the goal?
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 Microsoft Power Apps, select the proper environment and uninstall or delete the Dynamics 365 Customer Insights -Data Customer Card Add-in solution.
Does This meet the goat?
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.
You are configuring data unification for a new Microsoft Dynamics 365 Customer Insights implementation. Individual consumers are the primary target audience.
You define several match rules that include address data and other personal identifiers. These match rules did not perform as well as expected in your first unification run.
You need to improve the match results before your marketing team starts using the system.
Which two data enrichments should you consider implementing to improve the match results? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.