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

Question 1

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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Question 2

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.

Options:

Question 3

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 4

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.

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

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 7

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.

Options:

Question 8

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 9

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 10

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 11

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 12

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.

Options:

Question 13

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.

Options:

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

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 16

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.

Question 17

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 18

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 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.

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

Question 20

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 21

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?

Options:

A.

Yes

B.

No

Question 22

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.

Options:

A.

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

B.

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

C.

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

D.

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

Question 23

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?

Options:

A.

Yes

B.

No

Question 24

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.

Options:

A.

To exclude a segment from a scheduled refresh, you must deactivate it before the scheduled refresh run.

B.

Scheduled refresh is not available in trial environments and can only be configured for production instances.

C.

The refresh schedule can be applied to selected data sources or specific entities within these data sources.

D.

When you configure a refresh schedule to run daily, you must define the time zone and time when the refresh needs to run.

Question 25

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?

Options:

A.

The segment will be deleted in Dynamics 365 Customer Insights - Data, but the segment will remain In Dynamics 365 Customer Insights - Journeys.

B.

The Dynamics 365 Customer Insights - Journeys journey will stop for all contacts.

C.

The Dynamics 365 Customer Insights - Journeys journey will stop for all contacts In the segment.

D.

The system will display a warning and recommend deactivation of the segment in the Dynamics 365 Customer Insights - Journeys journey first.

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 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?

Options:

A.

Yes

B.

No

Question 27

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

Question 28

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?

Options:

A.

Contacts control

B.

Intelligence control

C.

Customer details control

D.

Enrichments control

Question 29

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.

Options:

A.

Enhanced addresses provided by Microsoft

B.

Identity provided by LiveRamp AbihTec

C.

Enhanced company data provided by Microsoft

D.

Azure Maps provided by Microsoft

Question 30

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?

Options:

A.

Use the default "CustomerlD* dimension when creating the measure.

B.

Use the default "AccountID" dimension when creating the measure.

C.

Remove the default "AccountlD" dimension when creating the measure.

D.

Remove the default "CustomerlD* dimension when creating the measure.

Question 31

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?

Options:

A.

Yes

B.

No

Question 32

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 33

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.

Options:

A.

It allows you to collect, measure, and understand customer behavior on your website.

B.

It allows you to create new customer profiles within engagement insights that can be exported to audience insights.

C.

It allows you to send new customer leads directly to a marketing automation platform.

D.

It allows you to link audience insights and engagement insights environments to enable bidirectional data flow.

Question 34

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?

Options:

A.

You can configure scheduled refreshes for audience insights from Azure ML where you developed the custom ML model.

B.

Your team can set up scheduled refreshes that allow your workflow to run automatically.

C.

Your team needs to manually trigger your custom machine learning workflows.

D.

Scheduled refreshes are not supported for custom machine learning models that are connected to audience insights.

Question 35

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.

Options:

A.

Contributors will be able to use the connection if you select them in the 'choose who can use this connection" screen.

B.

Contributors will see shared connections and can manage every export that uses this specific connection.

C.

Contributors will have their exports removed if their permissions are changed.

D.

Contributors will be able to view or edit the connection after being given permission to use the connection.

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Total 118 questions