Microsoft Customer Data Platform Specialist
Last Update Apr 25, 2024
Total Questions : 109
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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 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.
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.
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?
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?
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.
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?
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.
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
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.
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?
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?
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?
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.
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 want to address the IT operations teams goal.
What is the first step you should take?
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.
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. 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?
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.
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. 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?
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.
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 need to fix the problem with exports to Dynamics 365 Sales.
What should you do?
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.
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.
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. 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?