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NEW QUESTION 18
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. You must create a separate Power Query data source for each entity you wish to ingest.
- C. You can add additional entities to the data source using Get Data functionality in the Power Query.
- D. Power Query automatically recognizes header rows in files when you use the Text/CSV connector.
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
NEW QUESTION 19
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. Customer details control
- B. Contacts control
- C. Enrichments control
- D. Intelligence control
Answer: B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-ins
NEW QUESTION 20
You are a Customer Data Platform Specialist. You are reviewing the system status. You notice that an insights refresh process shows a "skipped" status.
Which system process type should you review to find the step that is blocking the insights refresh from starting?
- A. Activities
- B. Segments
- C. Search
- D. Enrichments
Answer: B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/system
NEW QUESTION 21
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 have their exports removed if their permissions are changed.
- C. Contributors will be able to view or edit the connection after being given permission to use the connection.
- 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 22
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:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/merge-entities#group-profiles-into-households-or-clusters
NEW QUESTION 23
You are a Customer Data Platform Specialist. You are in the process of implementing audience insights at a bank.
You finished setting up the different initial data sources. You are starting the unification process.
Which three tasks do you need to perform in the Mapping phase of the unification process? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Select the fields you want to include the unified customer profile.
- B. Identify rules for duplication between different entities.
- C. Identify the primary keys and semantic field types within the different entities.
- D. Identify the entities that you need to unify into a single profile.
- E. Identify the prioritization of similar fields between different entities.
Answer: A,C,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/map-entities
NEW QUESTION 24
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 and non-matched records
- B. Unique matched records
- C. Matched records only
- D. All source records
- E. Unique source records
Answer: A,C,E
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/match-entities
NEW QUESTION 25
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. 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 must have Key Vault firewall enabled.
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 26
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.
- A. In Type select Sandbox, Region, and click next to connect to the Azure Data Lake Storage Account.
- B. In the Create New Environment dialog window, enter *UATT name. Check Copy from exiting environment, and select DEV1 from the list.
- C. In the Create New Environment dialog window, enter *UAT1" name. Check Copy from exiting environment and select "Dev° from the option set.
- D. In Type select Trial, Region, and click next to connect to the Azure Data Lake Storage Account.
Answer: A,B
Explanation:
Creating a sandbox environment that mirrors the current development environment
Create a sandbox environment called UAT1 and copy configurations from env. "DEV1".
- Note: there is also an exiting environment called "Dev" and it is not configured correctly and should not be copied
NEW QUESTION 27
You are a Customer Data Platform Specialist. Your company implemented audience insights as their Customer Data Platform.
While discussing the AI possibilities of audience insights with a campaign manager, you mention that the solution can suggest segments based on the activities of a profile. The campaign manager asks you to run a suggestion based on the sales order lines that are available in audience insights.
Which three factors will affect the segment suggestions? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. The specific activity relationship path(s).
- B. The credit card or any specific attributes recorded at the order line
- C. The number of days since the last order line
- D. The value of the order line
- E. The number of order lines
Answer: C,D,E
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/suggested-segments-activity
NEW QUESTION 28
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. Yes
- B. No
Answer: B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
NEW QUESTION 29
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. 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.
Answer: A,B
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 30
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, add data source and select Microsoft Dataverse as an import method, enter "CellPhoneloyalty" as a data source name.
- B. 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.
- C. 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.
- D. In audience insights, select Data Sources, add data source, enter "CellPhone" in the name field and click Next.
Answer: C
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 31
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. Active enrichment is applied to customer profiles.
- B. Customer details control is successfully installed and added to the Contact form.
- C. Measure Control is successfully installed and added to the Contact form.
- D. Contacts from Dynamics 365 Sales are included in the audience insights unification process.
Answer: A,D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/customer-card-add-in
NEW QUESTION 32
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 two to three transactions per customer ID. preferably across multiple dates.
- B. There should be preferably two to three years of transactional data to predict CLV for one year.
- C. The CLV model will not run if there is any missing data in the fields.
- D. There should be at least 100.000 unique customers to perform the CLV model.
Answer: A,B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/predict-customer-lifetime-value
NEW QUESTION 33
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