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Microsoft MB-260 exam is a challenging and comprehensive certification that requires a deep understanding of customer data platforms and their implementation. MB-260 exam consists of 40-60 multiple-choice questions, and candidates have two hours to complete it. To pass the exam, candidates must achieve a score of at least 700 out of 1000, and they must also demonstrate their ability to implement and manage customer data platforms effectively.
NEW QUESTION # 14
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 implementing Microsoft Dynamics 365 Customer Insights as your company's Customer Data Platform.
The initial dataset tables contain contacts from Dynamics 365 Sales, eCommerce customers, and service management platform incidents.
In your first unification run, you set Dynamics 365 as the primary table but only see eCommerce profiles that were able to be matched with Dynamics 365 contacts.
You need to ensure that unmatched eCommerce customers are also added as a profile in Dynamics 365 Customer Insights.
Solution: Configure the eCommerce table above the Dynamics 365 table in the Source Fields step.
Does this meet the goal?
- A. No
- B. Yes
Answer: B
NEW QUESTION # 15
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. Contacts from Dynamics 365 Sales are included in the audience insights unification process.
- C. Customer details control is successfully installed and added to the Contact form.
- D. Active enrichment is applied to customer profiles.
Answer: B,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/customer-card-add-in
NEW QUESTION # 16
You created several segments in Microsoft Dynamics 365 Customer Insights.
You need to perform a segment overlap analysis to understand what these segments have in common.
Which two actions can you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Export the analysis output for further review outside Dynamics 365 Customer Insights.
- B. Save the overlapping members as a new segment.
- C. View the analysis output to determine the count of members included in only one segment
- D. Analyze how specific values affect the overlap results
Answer: B,D
NEW QUESTION # 17
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. After you saw a Microsoft Power Query data source you have to manually trigger the initial refresh process.
- B. If a system process uses a Microsoft Power Query data source, you can simultaneously edit the data source.
- C. You can have Microsoft Power Query automatically recognizes header rows in files when you use the Text/CSV connector.
- D. You must select Microsoft Power Query as an import method when creating the data source
Answer: B
NEW QUESTION # 18
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?
- A. View the details of the running job and cancel the job. Rename the field and run the unification process again.
- B. While the unification process is running, separate and recombine the Customer field. Rename it and run the unification process again.
- C. Rename the field while the unification is in Refreshing status. Changes are still recorded during the current process.
- D. Wait for the process to finish. Refresh the page, then rename the field and run the unification process again
Answer: C
NEW QUESTION # 19
You are a Customer Data Platform Specialist. Your company's information technology team wants to use the out-of-the-box customer lifetime value (CLV) machine learning (ML) capabilities that come with audience insights, but the team has some concerns about the suitability of their data. You need to confirm if their research about data requirements is correct.
Which two statements are correct about the data characteristic requirements for configuring the CLV ML model? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. There should be preferably two to three years of transactional data to predict CLV for one year.
- B. The CLV model will not run if there is any missing data in the fields.
- C. There should be at least two to three transactions per customer ID. preferably across multiple dates.
- D. There should be at least 100.000 unique customers to perform the CLV model.
Answer: A,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/predict-customer-lifetime-va
NEW QUESTION # 20
You are a Customer Data Platform Specialist. Your company implemented audience insights and Dynamics
365 Marketing. One of the data sources is the behavioral data from Dynamics 365 Marketing.
You are reviewing the segment requirements with the marketing team. The marketing team wants the segments to exclude people who already received a commercial email in the last seven days. The marketing team creates segments in audience insights and Dynamics 365 Marketing.
Which option is the fastest way to fulfill the requirement?
- A. Create an audience insights quick segment that includes the rule of contacts that received a commercial email in the last seven days. Make sure the quick segment is exported to Dynamics 365 Marketing.
- B. Create audience insights and Dynamics 365 Marketing segment templates that include the rule of contacts that received a commercial email in the last seven days.
- C. Create a single dynamic segment in audience insights of customers who received a commercial email in the last seven days. Make sure the segment is exported to Dynamics 365 Marketing. Users can add an except rule with contacts from that segment in other individual segments.
- D. Create single dynamic segments in both audience insights and Dynamics 365 Marketing of customers who received a commercial email in the last seven days. Users can add an except rule with contacts from that segment in other individual segments.
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/export-dynamics365-marketi
NEW QUESTION # 21
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 # 22
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. Non-editable system relationships, which are created automatically from ingesting data sources
- B. Editable inherited relationships, created by the system as part of the data unification process
- C. Non-editable system relationships, created by the system as part of the data unification process
- D. Non-editable inherited relationships, which are created automatically from ingesting data sources
- E. Editable custom relationships, created and configured by users
Answer: C,D,E
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/relationships
NEW QUESTION # 23
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. You must have administrator role in audience insights.
- B. The key vault is in the same Azure location as the audience insights environment.
- C. The key vault must have Key Vault firewall enabled.
- D. Audience insights can write secrets or overwrite secrets into the key vault.
Answer: A,B
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 # 24
You are a Customer Data Platform Specialist. Your company's chief marketing officer (CMO) learns about Dynamics 365 Customer Insights engagement insights capability. Your CMO wants to understand how engagement insights can be used to enhance audience insights.
Which two statements describe the benefits of engagement insights? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. It allows you to send new customer leads directly to a marketing automation platform.
- B. It allows you to link audience insights and engagement insights environments to enable bidirectional data flow.
- C. It allows you to collect, measure, and understand customer behavior on your website.
- D. It allows you to create new customer profiles within engagement insights that can be exported to audience insights.
Answer: B,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/engagement-insights/overview
NEW QUESTION # 25
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?
- A. You cannot edit any of the three relationships, as they are non-editable system relationships.
- B. You can edit each of the three relationships by clicking into the Relationship tab and selecting edit.
- C. Relationships created via the unification process can only be edited by those with administrator-level access.
- D. Relationships created via the unification process can be edited by those with contributor-level access.
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/relationships
NEW QUESTION # 26
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?
- A. Contacts control
- B. Customer details control
- C. Enrichments control
- D. Intelligence control
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-ins
NEW QUESTION # 27
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. You must have administrator role in audience insights.
- B. The key vault is in the same Azure location as the audience insights environment.
- C. The key vault must have Key Vault firewall enabled.
- D. Audience insights can write secrets or overwrite secrets into the key vault.
Answer: A,B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/use-azure-key-vault
NEW QUESTION # 28
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.
- A. Recreate the data source that contains sales CRM contacts.
- B. Add role assignments to grant access to marketing team members.
- C. Recreate the data source that contains EcommerceCustomer.
- D. Enter credentials for the data source that contains sales CRM contacts.
- E. Remove export destinations and disable scheduled refreshes.
Answer: A,B,D
NEW QUESTION # 29
You are a Customer Data Platform Specialist. Your company's information technology team wants to use the out-of-the-box customer lifetime value (CLV) machine learning (ML) capabilities that come with audience insights, but the team has some concerns about the suitability of their dat
a. You need to confirm if their research about data requirements is correct.
Which two statements are correct about the data characteristic requirements for configuring the CLV ML model? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. There should be preferably two to three years of transactional data to predict CLV for one year.
- B. The CLV model will not run if there is any missing data in the fields.
- C. There should be at least two to three transactions per customer ID. preferably across multiple dates.
- D. There should be at least 100.000 unique customers to perform the CLV model.
Answer: A,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/predict-customer-lifetime-value
NEW QUESTION # 30
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. When you create a new production environment, you can choose to copy the configuration from an existing environment.
- B. Data source credentials can be copied from an existing environment to a new production environment.
- C. You can select the Environment control in the upper-right corner of the page to change environments.
- D. You must log out of one environment to access new environments that are on the same tenant.
Answer: A,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/manage-environments
NEW QUESTION # 31
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?
- A. In audience insights, select Data Sources, add data source, enter "CellPhone" in the name field and click Next.
- B. In audience insights, add data source and select Microsoft Dataverse as an import method, enter "CellPhoneloyalty" as a data source name.
- C. In audience insights, under Data, select Data Sources, add data source and select Azure data lake storage as an import method, enter name as "Loyalty Cell Phone' and enter storage account name to authenticate. Repeat the steps for other tables.
- D. In audience insights, add data source and select Azure data lake storage as an import method, enter "cellPhoneJoyalty1 as a data source name, and then enter the container name and method to authenticate. Repeat the same steps for other tables.
Answer: D
Explanation:
There are three data sources containing customer profile data loaded to a dedicated storage account and container in the Azure Data Lake.
Ingesting Cell phone data- the requirement is to keep the name of the date sources aligned with the design document.
cellPhone_loyaly.csv: srcid (primary key), cellphone
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
NEW QUESTION # 32
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?
- A. Value: Z to A
- B. Frequency: Highest to Lowest
- C. Value: A to Z
- D. Group options by: Frequency
Answer: C
NEW QUESTION # 33
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Get to know about the knowledge, skills, and experience required to take the Microsoft MB-260 Certification Exam
Those who want to take the MB-260 Exam should have hands-on experience with Dynamics 365 Customer Insights and one or more additional Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. They should also have experience with practices as privacy, compliance, consent, security, responsible AI, and data retention policy. MB-260 Dumps is the best study material to help you pass the exam. Moreover, The applicants should also have experience in processes related to KPIs, data retention, validation, visualization, preparation, matching, fragmentation, segmentation, and enhancement. They also need to have a general understanding of Azure Machine Learning, Azure Synapse Analytics, and Azure Data Factory.
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