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Microsoft Customer Data Platform Specialist Question and Answers

Microsoft Customer Data Platform Specialist

Last Update Apr 25, 2024
Total Questions : 109

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Questions 1

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?

Options:

A.  

Relationships created via the unification process can be edited by those with contributor-level access.

B.  

You can edit each of the three relationships by clicking into the Relationship tab and selecting edit.

C.  

You cannot edit any of the three relationships, as they are non-editable system relationships.

D.  

Relationships created via the unification process can only be edited by those with administrator-level access.

Discussion 0
Questions 2

You need to populate a marketing list in Dynamics 365 Sales with all the members of a segment in Microsoft Dynamics 365 Customer Insights. Which two conditions must be met? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Options:

A.  

The email addresses of contacts in Dynamics 365 Sales must match the corresponding unified customer profile email address field in Dynamics 365 Customer Insights.

B.  

The segment in Dynamics 365 Customer Insights cannot contain more than 100,000 members.

C.  

Sales team members must be assigned a role in Dynamics 365 Customer Insights to access the marketing list that is created in Dynamics 365

D.  

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

Discussion 0
Questions 3

You are a Customer Data Platform Specialist. Your marketing team is in the process of mapping entities and attributes in the data unification process of audience insights. You are assisting them with completing this task.

Which two statements correctly describe how audience insights handles the mapping of semantic types for entity attributes? 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.  

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

C.  

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

D.  

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

Discussion 0
Questions 4

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: Define column types to be appropriate field types, and name the query. Create a full name and full address columns by merging the appropriate columns if they exist. Select Next and your data is now ready for unification.

Does This meet the goal?

Options:

A.  

Yes

B.  

No

Discussion 0
Questions 5

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

Discussion 0
Questions 6

You configured two segments:

1. A segment to find customers who frequently purchase one type of product

2. A segment to find customers who frequently purchase a different type of product

You need to understand what attributes differ between these two groups of customers.

What can you configure Microsoft Dynamics 365 Customer Insights to do with a segment differentiator analysis? Each correct answer presents part of the solution.

NOTE; Each correct selection is worth one point.

Options:

A.  

Analyze predictions and enrichments.

B.  

Analyze a segment compared to all customers.

C.  

Analyze customer fields and measures.

D.  

Ignore difference scores lower than a set threshold

Discussion 0
Questions 7

You need to unify the different data sources within Microsoft Dynamics 365 Customer Insights through the data unification process.

After you selected Create customer profiles on the Review step, you notice that you still need to rename a customer field.

What is the fastest way to perform the correction?

Options:

A.  

View the details of the running job and cancel the job. Rename the field and run the unification process again.

B.  

Wait for the process to finish. Refresh the page, then rename the field and run the unification process again

C.  

While the unification process is running, separate and recombine the Customer field. Rename it and run the unification process again.

D.  

Rename the field while the unification is in Refreshing status. Changes are still recorded during the current process.

Discussion 0
Questions 8

You are a Dynamics 365 Customer Insights system administrator for a university. The university is closed on the weekends, and the system refresh schedule is set to only run on days that the university is open.

To shorten the daily refresh, you notice that some measures could only be refreshed weekly and only need to be available at the beginning of the week.

You need to create custom refresh schedules for these measures.

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.

Options:

Discussion 0
Questions 9

You have the contributor security role.

Your company has Microsoft Dynamics 365 Customer Insights set up as the Customer Data Platform solution. You transferred the management of the platform to a contractor.

The contractor must manage the existing connections without having administrator access.

Which two characteristics apply when using a connection for exports? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point

Options:

A.  

If the contractor is selected in the Choose who can use this connection screen, they will be able to use the connection

B.  

If the contractor is given permission to use the connection, they will be able to view or edit the connection.

C.  

If the contractor's permission level changes, they will have their exports removed.

D.  

Users can manage every export that use connections shared with them.

Discussion 0
Questions 10

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.

Options:

A.  

Real-time ingested activities will not update segments on the new activity directly.

B.  

An additional API call is required to update a segment with real-time activity data.

C.  

Real-time ingested activity updates disappear after four hours by default.

D.  

Real-time ingested activity updates disappear after 30 days by default.

Discussion 0
Questions 11

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?

Options:

A.  

You can have Microsoft Power Query automatically recognizes header rows in files when you use the Text/CSV connector.

B.  

After you saw a Microsoft Power Query data source you have to manually trigger the initial refresh process.

C.  

You must select Microsoft Power Query as an import method when creating the data source

D.  

If a system process uses a Microsoft Power Query data source, you can simultaneously edit the data source.

Discussion 0
Questions 12

Your company uses Microsoft Dynamics 365 Customer Insights - Data as the Customer Data Platform.

The marketing team needs to know the total amount the customer has spent. The order lines are linked to a profile as part of the point-of-sale data source and through their loyalty ID.

Which function should you select in order to create this insight when creating a measure?

Options:

A.  

In the configuration area, choose MODE as the aggregation function.

B.  

In the configuration area, choose TOTAL as the aggregation function.

C.  

In the configuration area, choose SUM as the aggregation function. Select the order line table and add the amount field.

D.  

In the configuration area, choose AGGREGATE as the aggregation function. Select the order line table and add the amount field.

Discussion 0
Questions 13

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

Discussion 0
Questions 14

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

Discussion 0
Questions 15

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:

Discussion 0
Questions 16

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.

Discussion 0
Questions 17

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.

Discussion 0
Questions 18

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.

Discussion 0
Questions 19

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.

Discussion 0
Questions 20

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.

Options:

A.  

Validate you have access to edit the Search and index pages in audience insights.

B.  

On the Search and filter index pane, add Last Name, Full Name, Email. Cell Phone. Street Address, and DOB fields to Index. Click Save and Run.

C.  

You must run Merge in order to view the newly added fields on the customer profile.

D.  

On the Search and filter index pane. Add Last Name, FullName, Email, Home Phone. DOB fields to Index. Click Save and Run.

Discussion 0
Questions 21

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.

Discussion 0
Questions 22

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.

Options:

A.  

EventRating

B.  

CustomerNumber

C.  

ResponseDate

D.  

ResponseNumber

Discussion 0
Questions 23

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:

Discussion 0
Questions 24

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.

Discussion 0
Questions 25

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:

Discussion 0
Questions 26

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.

Discussion 0
Questions 27

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.

Discussion 0
Questions 28

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.

Discussion 0
Questions 29

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.

Discussion 0
Questions 30

Some of the data stored by your company needs to adhere to strict organization compliance and security when establishing connections and exports.

Your IT department tells you that you must use a dedicated Microsoft Azure Key Vault with a Dynamics 365 Customer Insights - Data environment to help the organization meet its compliance requirements. The dedicated key vault will be used to stage and use secrets in the organization's compliance boundary.

You need to use Customer Insights - Data and Azure Key Vault to store the secrets for each of the connections set up.

Which two prerequisites are needed? Each correct answer presents pan of The solution.

NOTE: Each correct selection is worth one point.

Options:

A.  

The Azure Key Vault must have Key Vault firewall enabled.

B.  

The Azure Key Vault is in the same Azure location as the Dynamics 365 Customer Insights environment

C.  

An active Azure subscription must be assigned to you.

D.  

Only the administrator {owner) user in Dynamics 365 Customer Insights can configure the key vault.

Discussion 0
Questions 31

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.

Options:

Discussion 0
Questions 32

You are a Customer Data Platform Specialist. You completed unification and are looking to create relevant segments for your business. You want to identify insights on fields that overlap between segments.

Which statement is correct about using segment overlap?

Options:

A.  

Audience insights will recommend which fields may be the most insightful to use for segment overlap analysis.

B.  

You can select up to three fields to analyze for overlap analysis when you create a new segment overlap.

C.  

Audience insights will automatically select the fields for overlap analysis when you create a new segment overlap.

D.  

You can select one or more fields to analyze for overlap analysis when you create a new segment overlap.

Discussion 0