MB-260 Certification Overview - [May 08, 2024] Latest MB-260 PDF Dumps
The Best Microsoft MB-260 Study Guides and Dumps of 2024
The Microsoft Customer Data Platform Specialist certification exam tests the candidate's ability to design, implement, and manage customer data platforms using Microsoft Dynamics 365 Customer Engagement. MB-260 exam also covers topics such as data integration, data quality management, and data analysis. Microsoft Customer Data Platform Specialist certification exam is suitable for professionals who work in roles such as customer data analysts, digital marketing managers, customer engagement specialists, and customer data platform administrators.
NEW QUESTION # 52
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 is in the same Azure location as the audience insights environment.
- B. The key vault must have Key Vault firewall enabled.
- C. Audience insights can write secrets or overwrite secrets into the key vault.
- D. You must have administrator role in audience insights.
Answer: A,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 # 53
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 54
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. Web service that contains your model
- B. Output data store path
- C. Entity name
- D. Output data store parameter name
Answer: C,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/custom-models
NEW QUESTION # 55
You are a Customer Data Platform Specialist. You completed all the steps in the match phase of the data unification process in the audience insights. You need to review and validate your match results.
Which three metrics are available for you to validate the results? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. Matched records only
- B. All source records
- C. Unique matched records
- D. Unique source records
- E. Matched and non-matched records
Answer: A,D,E
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/match-entities
NEW QUESTION # 56
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 at least 100.000 unique customers to perform the CLV model.
- B. There should be preferably two to three years of transactional data to predict CLV for one year.
- C. There should be at least two to three transactions per customer ID. preferably across multiple dates.
- D. The CLV model will not run if there is any missing data in the fields.
Answer: B,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/predict-customer-lifetime-value
NEW QUESTION # 57
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 custom relationships, created and configured by users
- B. Non-editable system relationships, created by the system as part of the data unification process
- C. Non-editable inherited relationships, which are created automatically from ingesting data sources
- D. Non-editable system relationships, which are created automatically from ingesting data sources
- E. Editable inherited relationships, created by the system as part of the data unification process
Answer: A,B,C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/relationships
NEW QUESTION # 58
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 loyalty_email field is part of the unified customer entity profile, and it is not merged with any other email from a different source.
- B. Validate all contacts ingested from Dynamics 365 Sales are included in the segment and the proper filter is applied.
- C. Validate ecom_email field is part of the Customer entity profile, and it is not merged with any other email from a different source.
- D. 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
Answer: A
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 # 59
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.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-common-data-model
NEW QUESTION # 60
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 loyalty_email field is part of the unified customer entity profile, and it is not merged with any other email from a different source.
- B. Validate all contacts ingested from Dynamics 365 Sales are included in the segment and the proper filter is applied.
- C. Validate ecom_email field is part of the Customer entity profile, and it is not merged with any other email from a different source.
- D. 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
Answer: A
Explanation:
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 # 61
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?
- A. 0
- B. 1
- C. 2
- D. 3
Answer: D
NEW QUESTION # 62
You are a Customer Data Platform Specialist. You are asked to create a household cluster to group profiles that share a set of demographic data points.
Which three actions should you perform in sequence to configure a household cluster? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation
Graphical user interface, text, application, chat or text message Description automatically generated
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/merge-entities#group-profile
NEW QUESTION # 63
Your team developed and integrated a batch inferencing pipeline to audience insights. This allows for a new custom machine learning (ML) model to run and deliver new insights to your unified profiles dat
a. Your team is manually running the custom machine learning workflows.
Which statement is correct about allowing your workflow to run automatically with every scheduled refresh?
- A. You can configure scheduled refreshes for audience insights from Azure ML where you developed the custom ML model.
- B. Your team needs to manually trigger your custom machine learning workflows.
- C. Your team can set up scheduled refreshes that allow your workflow to run automatically.
- D. Scheduled refreshes are not supported for custom machine learning models that are connected to audience insights.
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/custom-models
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/system#schedule-tab
NEW QUESTION # 64
You are implementing Microsoft Dynamics 365 Customer Insights at a bank. After going through the unification process, you notice that customer profile cards appear nameless.
You need to reserve this problem and add the full name to the customer profile cards.
What should you do?
- A. Within the 'Unify customer fields* stage, adjust the order for the 'Fullname " field, where the first option is always filled.
- B. Within the 'Select source fields* state. add a custom semantic type for "Person.Fullname*
- C. Within the 'Unify customer fields* stage, combine different name field into the 'Fullname* field.
- D. Within the 'Select source fields* stage, map at least one field to the semantic type *Person.FullName*.
Answer: B
NEW QUESTION # 65
Your organizations IT team created the customer profile records by unifying the Account, Contact, and Web Account tables. After unification was completed, the team noticed that three relationships were created automatically.
1. CustomerToContact
2. CustomerToAccount
3. CustomerToWebAccount
You need to advise the team about how they can configure and update these three relationships.
What should you recommend?
- A. You can edit each of the three relationships by navigating to the Relationship tab and selecting Edit
- B. Relationships created via the unification process can be edited by those with contributor-level access.
- C. Relationships created via the unification process can only be edited by those with administrator-level access.
- D. You cannot edit any of the three relationships, as they are non-editable system relationships.
Answer: A
NEW QUESTION # 66
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 # 67
You are a Customer Data Platform Specialist.
One of the marketing users asked you to create two lists:
All customers that live in Paris, France
All customers that have made more than ten online purchases
You decide to create these lists as quick segments.
Which two options should you use as the base in quick segments to create the required insights? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Enrichments
- B. Intelligence
- C. Measures
- D. Profiles
- E. Data entities
Answer: C,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/segment-builder#quick-segments
NEW QUESTION # 68
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 removing special characters and spaces from header row, defining column types to be appropriate field types, remove rows with missing primary keys, and name the query. Click "Next" and your data is now ready for unification.
Does this meet the goal?
- A. No
- B. Yes
Answer: B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
NEW QUESTION # 69
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. Customer details control is successfully installed and added to the Contact form.
- C. Contacts from Dynamics 365 Sales are included in the audience insights unification process.
- D. Active enrichment is applied to customer profiles.
Answer: C,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/customer-card-add-in
NEW QUESTION # 70
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Microsoft MB-260 certification exam is a great way for professionals to demonstrate their expertise in implementing and configuring the Microsoft Dynamics 365 Customer Data Platform. Microsoft Customer Data Platform Specialist certification is particularly valuable for individuals who work with customer data and want to specialize in delivering personalized customer experiences. Additionally, achieving this certification can help professionals advance their careers and increase their earning potential. MB-260 exam covers a range of topics related to the CDP, including data integration, data management, analytics, and customer engagement, making it a comprehensive assessment of an individual's skills and knowledge in this field.
The MB-260 exam is designed to validate the candidate's ability to work with Microsoft Dynamics 365 Customer Insights, which is Microsoft's flagship CDP solution. MB-260 exam consists of multiple-choice questions and is designed to test the candidate's knowledge of the platform's features and capabilities. MB-260 exam covers topics such as creating and managing customer profiles, using segmentation to target specific customer groups, integrating data sources, and creating custom reports and dashboards. Candidates who pass the MB-260 exam will be recognized as Microsoft Certified: Dynamics 365 Customer Insights Functional Consultants, and they will be able to demonstrate their expertise in working with the Microsoft CDP solution.
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