Microsoft Dynamics 365 Customer Insights (Data) Specialist Questions and Answers
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 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?
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 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. 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?
You want to address the IT operations teams goal.
What is the first step you should take?
You need to fix the problem with exports to Dynamics 365 Sales.
What should you do?
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 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. 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 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.
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. 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 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?
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. 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?
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 a Customer Data Platform Specialist. Your information technology (IT) team created the customer profile records by unifying the Account, Contact, and Web Account tables. After unification was complete, the team noticed that three relationships were created automatically (CustomerToContact, CustomerToAccount and CustomerToWebAccount). The team needs to know how they can configure and update these three relationships.
What feedback should you provide?
You are a Customer Data Platform Specialist.
One of the marketing users asked you to create two lists:
All customers that live in Paris, France
All customers that have made more than ten online purchases
You decide to create these lists as quick segments.
Which two options should you use as the base in quick segments to create the required insights? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You are a Customer Data Platform Specialist. Your company implemented audience insights as their Customer Data Platform.
While discussing the AI possibilities of audience insights with a campaign manager, you mention that the solution can suggest segments based on the activities of a profile. The campaign manager asks you to run a suggestion based on the sales order lines that are available in audience insights.
Which three factors will affect the segment suggestions? Each correct answer presents part 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.
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. 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?
You are a Customer Data Platform Specialist. Audience insights users state that they are not able to quickly find details on specific customers while searching customer profiles. You explain the index and search capabilities within audience insights.
Which two statements are correct about configuring and using search and filter index capabilities? 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 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 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.
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. 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?
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 organization's 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 Customer Lifetime Value model for the next three months.
2. On the results page, review the model results to identify the characteristics of the lowest "Value of customers by percentile" group.
3. Create a segment using the CLVSore field and a Lesser than operator for the upper bounds value of the group you identified.
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.
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 folder 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 transforming the first row to be used as headers and remove any special characters in header, defining column types to be appropriate field types, remove any rows with missing primary key, and name the query. Create a full name and full address columns by merging the appropriate columns if they exist. Click “Next” and your data is now ready for unification.
Does this meet the goal?
You are a Customer Data Platform Specialist. Your company has audience insights set up as their Customer Data Platform (CDP). The product owner entered a user story on your backlog to add data from the new loyalty solution into the CDP. You defined the data source. You are ready to add the loyalty contacts to the data unification process.
Which new data entity area should you select in the Map phase of the data unification process?
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.
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.