[May 04, 2022] Pass Microsoft Certified Customer Data Platform Specialty MB-260 Exam With 50 Questions
Ultimate Guide to Prepare Free Microsoft MB-260 Exam Questions and Answer
Microsoft MB-260 Exam Syllabus Topics:
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NEW QUESTION 14
You are a Customer Data Platform Specialist. You successfully installed the Customer Card Add-in and the required add-in control in Dynamics 365 Sales app. You need to show customer enrichment data from audience insights in the Dynamics 365 Sales application.
Which two statements must be true for you to show the required data on a Customer Card Add-in control? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Measure Control is successfully installed and added to the Contact form.
- B. Active enrichment is applied to customer profiles.
- C. Contacts from Dynamics 365 Sales are included in the audience insights unification process.
- D. Customer details control is successfully installed and added to the Contact form.
Answer: B,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/customer-card-add-in
NEW QUESTION 15
You are a Customer Data Platform Specialist. You already have a few existing production environments for audience insights. You were given a new production environment.
Which two statements are correct about creating a new production environment when other environments already exist? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. You can select the Environment control in the upper-right corner of the page to change environments.
- B. Data source credentials can be copied from an existing environment to a new production environment.
- C. You must log out of one environment to access new environments that are on the same tenant.
- D. When you create a new production environment, you can choose to copy the configuration from an existing environment.
Answer: A,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/manage-environments
NEW QUESTION 16
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.
You are a Customer Data Platform Specialist. Your company's information technology department already ingested a CSV file with column names in the first row into audience insights. You are asked to clean and transform the data to get it ready for unification.
What can you do to satisfy the requirements?
Solution: Clean the data by removing any rows with nulls and deleting any leading zeros on the primary key. Click "Next" and your data is now ready for unification.
Does this meet the goal?
- A. No
- B. Yes
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
NEW QUESTION 17
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. 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.
- B. 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.
- 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.
Answer: B,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/export-dynamics365-sales
NEW QUESTION 18
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?
- A. 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
- B. Validate ecom_email field is part of the Customer entity profile, and it is not merged with any other email from a different source.
- C. Validate all contacts ingested from Dynamics 365 Sales are included in the segment and the proper filter is applied.
- D. 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.
Answer: D
Explanation:
Ability to use segments from the audience insights to generate marketing lists:
The Sales team needs to generate a marketing campaign based on segment of customers who have a Loyalty email. (loyalty.email)
NEW QUESTION 19
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.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/system
NEW QUESTION 20
You are a Customer Data Platform Specialist. Some of the data your company stores need to adhere to strict organization compliance and security when establishing connections and exports. Your information technology department tells you that you must use a dedicated Azure key vault with your audience insights environment to help the organization meet its compliance requirements. The dedicated key vault will be used to stage and use secrets in an organization's compliance boundary.
Which two statements are true about using audience insights and Azure Key Vault to store the secrets for each of the connections set up?
NOTE: Each correct selection is worth one point.
- A. The key vault must have Key Vault firewall enabled.
- B. You must have administrator role in audience insights.
- C. Audience insights can write secrets or overwrite secrets into the key vault.
- D. The key vault is in the same Azure location as the audience insights environment.
Answer: B,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/use-azure-key-vault
Topic 1, Adventure Works
General Overview
AdventureWorks Cycles is a bicycle retailer with a few locations in the Midwest region. The AdventureWorks Cycles business model supports both in store purchases as well as online orders. In addition to offering a wide variety of bicycles, the company sells clothing, performance nutrition supplements, bicycle parts as well as bicycle fitting and repair services. The customer base varies from professional cyclists, individual leisure riders to families. The business experienced unprecedented growth of over 2000% during the pandemic bringing a total number of customers to 10,000. The company decided to invest in Microsoft Dynamics 365 Customer Insights and Dynamics 365 Sales App to unify customer data and improve sales.
Data Source
AdventureWorks Cycles uses Customer Insights to connect to data from three different sources to generate a unified customer record. The data ingestion has been done for the initial data load. There are three data sources containing customer profile data loaded to a dedicated storage account and container in the Azure Data Lake:
Loyalty data source: This data source contains customer profile information from in-store purchases.
- loyalty.member.csv: srcid (primary key), firstname, lastname, middlename, fullname, addressstreet, loyalty_email, city, zipcode, state, homephone, datecreated, timestamp
Ecommerce Data source: This data source contains customer profile information from online purchases.
- ecom.member.csv: ecid (primary key), firstname, last name, fullname, email, homephone, streetaddress, city, zip, state, datecreated, timestamp
Cycling Clubs Data Source: This data source contains customer profile information for members of Cycling clubs.
- cclubcust.csv: ccid (primary key) firstname, lastname, full_name, email, main phone, streetaddress1, city, zip_code, state, datecreated, datecreated, timestamp
The Loyalty data source contains the largest and most trusted dataset. It is considered the Primary Source followed by Ecommerce and Cycling Clubs Data Sources.
All three data sources share common customer demographics. Map, Match, and Merge (M3) rules within audience insights are applied accordingly to generate a unified customer record.
Additionally, there are three data sources that contain customer cellphone numbers for Loyalty, Ecommerce, and Cycling Club data sources that have been loaded to the Azure Data Lake but have not been ingested into audience insights.
cellPhone_loyaly.csv: srcid (primary key), cellphone
cellPhone_ec.csv: ecid (primary key), cellphone
cellPhone_cc.csv: ccid (primary key), cellphone
Pain Points
The AdventureWorks Cycles leadership team identified several pain points that need to be addressed immediately to support current growth and ensure customer satisfaction.
Lack of strategy for refreshing the customer data in the audience insights. There is a considerable effort needed to build pipelines to flow the incremental data updates into the Azure Data Lake so it can be ingested and processed in audience insights.
Customer Service reps cannot search for customers efficiently in audience insights which affects the customer satisfaction. Also, they do not have valid cell phone numbers for customers since it is not part of the profile.
The Sales team uses the Dynamics 365 Sales app but are not able to use segments generated in audience insights to generate marketing lists.
Marketing campaigns often sound redundant and inefficient as the same messaging is being sent to multiple members of the same household.
The Marketing team cannot create fully personalized communications due to missing Full Name in the unified customer record.
The test team is complaining that they do not have a dedicated UAT environment where they can test features before they are deployed to production.
Project Goals
Create a strategy to implement incremental data refresh in prod audience insights that reads data from Azure Data Lake Gen 2. In parallel configure incremental refresh in one of the non-production audience insights where all the data sources are available, loaded from Azure SQL database, through Power Query to audience insights instance. This will allow some testing of the incremental refresh functionality to be completed while the long-term strategy is being finalized.
Implement necessary changes to address the remaining pain points identified during the Leadership Team meeting.
Detailed Requirements
Pain Points
Configuring incremental refreshes for all customer data profiles as follows:
- Incremental data refresh should be configured for member tables only
- Timestamp data and time field should be used by the system to check when the record was last updated
- All three tables should be refreshed every two days
Adding additional data sources and search fields to audience insights
- Ingesting Cell phone data- the requirement is to keep the name of the date sources aligned with the design document. See section 1 for more details.
- Furthermore, to get a quick snapshot of the quality of data, data profiling should be enabled for the phone fields only
- The following fields from the unified customer record should be added to index: Last Name, Full Name, Email, Cell Phone, Street Address, DOB
Ability to use segments from the audience insights to generate marketing lists
- The Sales team needs to generate a marketing campaign based on segment of customers who have a Loyalty email. (loyalty.email)
Ability to group customer profiles into a household cluster for purpose of generating targeted marketing communication
- A household cluster is defined as customers who share Last Name, Street Address, City, Zip Code and State
Adding Full Name field to the unified customer record
- Full Name is a merged field with the following merging policy
a. loyalty.member.fullname
b. ecom.member.fullname
c. cclubcust.csv.full_name
Creating a sandbox environment that mirrors the current development environment
- Create a sandbox environment called UAT1 and copy configurations from env. "DEV1".
a. Note: there is also an exiting environment called "Dev" and it is not configured correctly and should not be copied
NEW QUESTION 21
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.
- A. 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.
- B. On the Search and filter index pane. Add Last Name, FullName, Email, Home Phone. 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. Validate you have access to edit the Search and index pages in audience insights.
Answer: A,D
Explanation:
The following fields from the unified customer record should be added to index: Last Name, Full Name, Email, Cell Phone, Street Address, DOB.
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/search-filter-index
NEW QUESTION 22
You are a Customer Data Platform Specialist. Your organization is using Power Query when connecting to Data Sources in audience insights. You need to load eCommerce Contacts to audience insights.
Which statement about loading data to audience insights using Power Query is correct?
- A. After you save a Power Query data source, you have to manually trigger the initial refresh process.
- B. Power Query automatically recognizes header rows in files when you use the Text/CSV connector.
- C. You must create a separate Power Query data source for each entity you wish to ingest.
- D. You can add additional entities to the data source using Get Data functionality in the Power Query.
Answer: D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
NEW QUESTION 23
You are a Customer Data Platform Specialist. You are implementing a scheduled refresh in audience insights.
Which two statements are correct when describing scheduled refreshes? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. To exclude a segment from a scheduled refresh, you must deactivate it before the scheduled refresh run.
- B. Scheduled refresh is not available in trial environments and can only be configured for production instances.
- C. When you configure a refresh schedule to run daily, you must define the time zone and time when the refresh needs to run.
- D. The refresh schedule can be applied to selected data sources or specific entities within these data sources.
Answer: A,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/segments?tabs=b2c
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/system#schedule-tab
NEW QUESTION 24
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.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/predict-customer-lifetime-value
NEW QUESTION 25
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.
- A. Choose the attribute representing the Transaction value from the Unified Activity entity.
- B. Choose the attribute representing the Transaction value from the Unified Customer entity.
- C. Choose either the Account or Contact entity to get the related transactional data.
- D. Choose an activity type and select the entity with transactional data.
Answer: A,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/measures?tabs=b2c
NEW QUESTION 26
You are a Customer Data Platform Specialist. You are in the process of implementing audience insights as the Customer Data Platform (CDP) solution for your company.
Your manager asks you to give a short presentation for new users who will be using audience insights and explain some of the benefits that audience insights will offer them.
Which user group will take which benefit from audience insights? To answer, drag the appropriate user group to the correct benefit. 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 selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/overview
NEW QUESTION 27
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.
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 folder 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 transforming the first row to be used as headers and remove any special characters in header, defining column types to be appropriate field types, remove any rows with missing primary key, and name the query. Create a full name and full address columns by merging the appropriate columns if they exist. Click "Next" and your data is now ready for unification.
Does this meet the goal?
- A. No
- B. Yes
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
NEW QUESTION 28
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.
- A. Contributors will be able to use the connection if you select them in the 'choose who can use this connection" screen.
- B. Contributors will be able to view or edit the connection after being given permission to use the connection.
- C. Contributors will have their exports removed if their permissions are changed.
- D. Contributors will see shared connections and can manage every export that uses this specific connection.
Answer: A,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connections
NEW QUESTION 29
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.
You are a Customer Data Platform Specialist. Your company's information technology department already ingested a CSV file with column names in the first row into audience insights. You are asked to clean and transform the data to get it ready for unification.
What can you do to satisfy the requirements?
Solution: Clean the data by changing columns with numbers to integer number format, which includes fields such as price, number of purchases, and postal code. You should convert primary key to integer number field if it contains only numbers. Click "Next" and your data is now ready for unification.
Does this meet the goal?
- A. No
- B. Yes
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
NEW QUESTION 30
You are a Customer Data Platform Specialist. You are creating a new measure for business accounts (B2B) in audience insights.
One of the requirements for the new business-level measure is to add a dimension of the city for each business account.
What is needed to ensure that this measure is created as a business-level measure instead of a customer-level measure?
- A. Use the default "AccountID" dimension when creating the measure.
- B. Remove the default "AccountlD" dimension when creating the measure.
- C. Remove the default "CustomerlD* dimension when creating the measure.
- D. Use the default "CustomerlD* dimension when creating the measure.
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/measures?tabs=b2b
NEW QUESTION 31
You are a Customer Data Platform Specialist. Your company uses both audience insights and Dynamics 365 Sales. To enhance the customer information within Dynamics 365, you asked the Dynamics 365 administrators to add the audience insights timeline as a Customer Card add-in control on the contact form.
The Dynamics 365 administrators asked you to update the company's Dynamics 365 user guide and explain how users can use the timeline.
Which action can users perform within the added customer card add-in timeline in Dynamics 365?
- A. Edit the activity from the timeline.
- B. Open the activity from the timeline.
- C. Filter the activities on the timeline.
- D. Sort the activities on the timeline.
- E. Delete the activity from the timeline.
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/activities
NEW QUESTION 32
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.
- A. Output data store parameter name
- B. Web service that contains your model
- C. Output data store path
- D. Entity name
Answer: A,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/custom-models
NEW QUESTION 33
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.
- A. Editable inherited relationships, created by the system as part of the data unification process
- B. Editable custom relationships, created and configured by users
- C. Non-editable inherited relationships, which are created automatically from ingesting data sources
- D. Non-editable system relationships, created by the system as part of the data unification process
- E. Non-editable system relationships, which are created automatically from ingesting data sources
Answer: B,C,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/relationships
NEW QUESTION 34
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