MB-260: Microsoft Customer Data Platform Specialist

A company has Microsoft Dynamics 365 Customer Insights set up as the Customer Data Platform. The eCommerce application sends updates on customer purchases to Dynamics 365 Customer Insights through its real-time APIs. You configured eCommerce purchases to show on the customer activity timeline.

A marketing user reports that eCommerce purchases for customers seem to be disappearing from the customer activity timelines over time. The marketing user also notices that segments based on eCommerce purchases are not updating.

You need to explain why this is happening.

Which two explanations should you provide? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

DRAG DROP

As a Customer Data Platform Specialist, you set up audience insights as the new Customer Data Platform.

The product owner wants you to make sure that data sources are refreshed daily.

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.

DRAG DROP

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 a Customer Data Platform Specialist.

One of the marketing users asked you to create two lists:

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 (IT) has a CSV file stored on one of their Shared Documents folders 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 removing any rows where the primary key is missing, delete any leading or trailing zeros on the primary key, and name the query. Click "Next" and your data is now ready for unification.

Does this meet the goal?

You are a Customer Data Platform Specialist. You need to create relationships to connect entities so that they can be further used in defining segments and measures by the marketing team.

Which three relationship types are available in audience insights? 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 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?

Your organizations IT team created the customer profile records by unifying the Account, Contact, and Web Account tables. After unification was completed, the team noticed that three relationships were created automatically.

1. CustomerToContact

2. CustomerToAccount

3. CustomerToWebAccount

You need to advise the team about how they can configure and update these three relationships.

What should you recommend?

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?