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

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?

You are starting an implementation of Dynamics 365 Customer Insights - Data. For the initial setup, you ingest the Contact table and the Lead table from Dynamics 365 Sales and use them in unification.

You need to review the results after completing the first unification run.

Which three results will you be able to review? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

You are implementing Microsoft Dynamics 365 Customer Insights as the company's Customer Data Platform. You set up the data sources and start the unification process.

You need to identify the primary table within the Matching conditions page.

Which two criteria should you use to determine the primary table? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

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: Adjust the first condition in the matching rule with the lowest precision.

Does this meet the goal?

You have the contributor security role.

Your company has Microsoft Dynamics 365 Customer Insights set up as the Customer Data Platform solution. You transferred the management of the platform to a contractor.

The contractor must manage the existing connections without having administrator access.

Which two characteristics apply when using a connection for exports? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point

You are a Customer Data Platform Specialist. You completed unification and are looking to create relevant segments for your business. You want to identify insights on fields that overlap between segments.

Which statement is correct about using segment overlap?

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?

You are a Dynamics 365 Customer Insights system administrator for a university. The university is closed on the weekends, and the system refresh schedule is set to only run on days that the university is open.

To shorten the daily refresh, you notice that some measures could only be refreshed weekly and only need to be available at the beginning of the week.

You need to create custom refresh schedules for these measures.

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.

Your company uses both Dynamics 36$ Customer Insights - Data and Dynamics 365 Sates. To enhance the customer information within Dynamics 365. the administrators added the Customer Insights - Data timeline as a Customer Card Add-in control on the contact form.

You need to update the company's Dynamics 365 user guide and explain how users can use the timeline.

Which actions can users perform from the Customer Insights - Data timeline on a Dynamics 365 form?

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 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 transforming the first row to be used as headers, defining column types to be appropriate field types, and naming the query. Create a full name column if it does not exist by merging the columns for the first name and last name. Click “Next” and your data is now ready for unification.

Does this meet the goal?

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.

One of the data sources being ingested into Microsoft Dynamics 365 Customer Insights is Microsoft Dataverse.

During the unification process, you need to identify the primary key to ingest tables on the Source fields page.

Which three data types can you use as a primary key attribute? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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?

Your team developed and integrated a batch inferencing pipeline to audience insights. This allows for a new custom machine learning (ML) model to run and deliver new insights to your unified profiles data. Your team is manually running the custom machine learning workflows.

Which statement is correct about allowing your workflow to run automatically with every scheduled refresh?

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: Remove any rows where the primary key is missing, delete any leading or trailing zeros on the primary key, and name the query. Select Next and your data is now ready for unification.

Does This meet the goal?

You are a Customer Data Platform Specialist. Some of the data your company stores need to adhere to strict organization compliance and security when establishing connections and exports. Your information technology department tells you that you must use a dedicated Azure key vault with your audience insights environment to help the organization meet its compliance requirements. The dedicated key vault will be used to stage and use secrets in an organization’s compliance boundary.

Which two statements are true about using audience insights and Azure Key Vault to store the secrets for each of the connections set up?

NOTE: Each correct selection is worth one point.

You are a Customer Data Platform Specialist. Your company has audience insights set up as their Customer Data Platform solution. You transferred the management of the platform to a contractor. You want the contractor to manage the existing connections without having administrator access.

Which two statements are correct about allowing contributors to use a connection for exports? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

You are a contributor for a Dynamics 365 Customer Insights - Data instance at an online retail company.

Your customer experience team wants to better respond to online reviews posted on the company website. You ingest the reviews as a table, and create an activity with recommended semantic mappings named Online Feedback.

You need to configure Customer Insights - Data to classify the online reviews as negative or positive.

Which five actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.

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.

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?

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. 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 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?

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.

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?

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. 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.

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 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.

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.

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. 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.

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.

You want to address the IT operations teams goal.

What is the first step you should take?