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An organization is using Microsoft Power Query when connecting to data sources in Microsoft Dynamics 365 Customer Insights. You need to load eCommerce Contacts to Dynamics 365 Customer Insights using Microsoft Power Query. Which is an appropriate action to take when using Microsoft Power Query to ingest data?
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.
The loyalty operations lead at your organization wants a filter to be added on the attribute Loyalty Tiers, which is available on Customer profiles in your Dynamics 365 Customer Insights environment. The Loyalty hers, in order of increasing loyalty status, are: Non-member, Bronze, Silver, Gold, Platinum. Most customers are in the lowest tier of the program, non-member, and then progressive^ fewer customers are in each subsequent tier. You need to create a filter to sort the options as closely as possible to increasing loyalty status. What should you select for Sort options by in the filter pane?
HOTSPOT You are a Dynamics 365 Customer Insights - Data administrator in a consumer goods company. You need to explain to your company's marketing team which measures can be viewed in a customer profile. In the Measures overview, which two measures are visible on the customer profile? To answer, select the appropriate measures in the answer area. 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 a Customer Data Platform Specialist. The chief marketing officer (CMO) asked you to look at different use cases as you are implementing the Customer Insights platform. Which use case is applicable to either audience insights or engagement insights? To answer, drag the appropriate capability to the correct use case. Each capability 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 selection is worth one point.
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?
DRAG DROP 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. 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 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.

Question 7 - MB-260 discussion

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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.

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.

Answers
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.

Answers
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.

Answers
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.

Answers
D.

Dynamics 365 Sales Contacts must be ingested into audience insights as a data source and included in the unified customer profile.

Suggested answer: A, D

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/export-dynamics365-sales

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asked 05/10/2024
Lee, Eduardo
48 questions
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