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?
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 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. 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. 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 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 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 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 need to fix the problem with exports to Dynamics 365 Sales.
What should you do?
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.
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.
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. 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?
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 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.
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 want to address the IT operations teams goal.
What is the first step you should take?
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?
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?
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?
Your organization's marketing team is in the process of mapping tables and attributes in the data unification process of Dynamics 365 Customer Insights - Data. They need your help with this task.
You need to explain to the marketing team how Customer Insights - Data handles the mapping of semantic types for table attributes.
Which two statements should you convey? Each correct answer presents part of the 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 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. 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 using Dynamics 365 Customer Insights - Data to create segments to be exported and used in Dynamics 365 Customer Insights - Journeys through the default integration. One of the segments is of all customers belonging to a store location that is closing.
You are asked to delete this segment from Customer Insights - Data. When you do this, you receive an alert warning you that this segment Is still used in a customer journey in Customer Insights - Journeys.
You need to advise the marketing team on what will happen if you proceed to delete the segment
What should you tell the marketing team?
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?
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 Customer Data Platform Specialist. The primary audience for your instance of audience insights is business accounts. You need to show audience insights data to Dynamics 365 Sales users without updating data in Dataverse.
Which Customer Card Add-in controls requires you to create semantic entity mapping before you can use it?
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.
You are a Customer Data Platform Specialist. You are creating a new measure for business accounts (B2B) in audience insights.
One of the requirements for the new business-level measure is to add a dimension of the city for each business account.
What is needed to ensure that this measure is created as a business-level measure instead of a customer-level measure?
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?
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 a Customer Data Platform Specialist. Your company’s chief marketing officer (CMO) learns about Dynamics 365 Customer Insights engagement insights capability. Your CMO wants to understand how engagement insights can be used to enhance audience insights.
Which two statements describe the benefits of engagement insights? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
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?
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.