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.
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?
You are starting an implementation of Dynamics 365 Customer Insights - Data. For the initial setup, you ingest the Contact table and the Lead table from Dynamics 365 Sales and use them in unification.
You need to review the results after completing the first unification run.
Which three results will you be able to review? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
You are a Customer Data Platform Specialist. You are configuring a workflow for a custom model using an Azure Machine Learning batch pipeline. Configuring this type of model requires different parameters than Machine Learning Studio (Classic) models.
Which two configuration parameters are required specifically for Azure Machine Learning batch pipelines? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
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 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 go to Connections. Remove the connection(s) to Dynamics 365 Customer Insights - Data.
Does this meet the goal?
You are a Customer Data Platform Specialist. Your organization recently implemented audience insights. You need to create a measure using the ‘Average Transaction Value’ template to track the average spent by a customer.
As part of the process of creating the measure, you need to add data and map it to the data from the Unified Activity entity.
When you are setting up the measure, which two steps should you perform to complete this task? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You consult for an organization that is implementing Dynamics 365 Customer Insights for the first time.
You are creating training materials for the organization and need to create a glossary of terms.
Which definition should you add to the glossary?
You are a Customer Data Platform Specialist. You completed an initial implementation of audience insights. The marketing team wants to send a survey to customers. The survey will determine their interest in several new services that your company may begin offering.
The marketing team will use a new survey website that can provide the results in a format that allows you to perform a custom SFTP import without going through the data unification process.
How can you display the levels of interest a customer has in each new service to users in Dynamics 365 Sales?
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.
Your data analytics team wants to create a custom machine learning model to predict whether a customer will purchase a particular product.
You need to explain what is required for integrating a custom model with Microsoft Dynamics 36S Customer Insights. Which two requirements should you tell them? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
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.
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.
You are a Customer Data Platform Specialist. The marketing manager at your company wants to understand the training model performance for a customer lifetime value (CLV) model you configured.
What do the possible training model performance grades signify? To answer, drag the appropriate definition to the correct grade value. Each definition may be used 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.
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 an attribute-based segment suggestion using a measure for "number of purchases in the past three months. ** and "loyalty customers" as an assessment attribute.
2. On the Suggestions page, create a segment on the suggestion tile.
Does this meet the goal?
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. 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 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 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 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 fix the problem with exports to Dynamics 365 Sales.
What should you do?
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. 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 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. 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.
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 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 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.
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?
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.
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.
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.