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Dynamics 365 Consultant: As a Dynamics 365 consultant, you would provide expert advice and guidance to organizations on implementing and customizing Dynamics 365 solutions.

Sales Manager: Sales managers oversee sales teams and are responsible for meeting sales targets and driving revenue growth.

CRM Administrator: CRM administrators are responsible for managing and maintaining the organization’s CRM system, including configuration, customization, and user support.

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New Pass4itsure MB-260 dumps exam material contains 50 latest exam questions and answers! Reviewed by the Pass4itsure professional team, corrected, and verified by actual scenarios, in compliance with Microsoft MB-260 “Microsoft Customer Data Platform Specialist” Exam Topic Criteria.

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Question 1:

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 any special characters in the header, defining column types to be appropriate field types, removing any rows with missing primary keys, and naming 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

Correct Answer: B

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query

Question 2:

DRAG DROP

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.

Select and Place:

Correct Answer:

Question 3:

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 an administrator role in audience insights.

B. The key vault must have a Key Vault firewall enabled.

C. The key vault is in the same Azure location as the audience insights environment.

D. Audience insights can write secrets or overwrite secrets into the key vault.

Correct Answer: AC

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/use-azure-key-vault

Question 4:

You are a Customer Data Platform Specialist. You completed an initial implementation of audience insights.

The marketing team wants to send a survey to customers. The survey will determine their interest in several new services that your company may begin offering.

The marketing team will use a new survey website that can provide the results in a format that allows you to perform a custom SFTP import without going through the data unification process.

How can you display the levels of interest a customer has in each new service to users in Dynamics 365 Sales?

A. Configure an export to Dynamics 365 Sales, and add the fields to the contact form.

B. Enable the Customer Card Add-in. and add the timeline control to the contact form.

C. Create a Power Bl report that queries the activity timeline, and embeds it on the contact form.

D. Enable the Customer Card Add-in. and add the enrichment control to the contact form.

Correct Answer: D

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/customer-card-add-in https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/enrichment-sftp-custom-import

Question 5:

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. In order to export a 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.

B. 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.

C. In order to export a 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.

Correct Answer: AD

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/exportdynamics365-sales

Question 6:

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. Identify the primary keys and semantic field types within the different entities.

B. Identify the entities that you need to unify into a single profile.

C. Identify the prioritization of similar fields between different entities.

D. Select the fields you want to include in the unified customer profile.

E. Identify rules for duplication between different entities.

Correct Answer: ABD

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/map-entities

Question 7:

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. Customer details 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. Measure Control is successfully installed and added to the Contact form.

Correct Answer: BC

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/customer-card-add-in

Question 8:

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. Relationships created via the unification process can be edited by those with contributor-level access.

B. You can edit each of the three relationships by clicking on the Relationship tab and selecting Edit.

C. You cannot edit any of the three relationships, as they are non-editable system relationships.

D. Relationships created via the unification process can only be edited by those with administrator-level access.

Correct Answer: C

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/relationships

Question 9:

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 Customer entity.

B. Choose the attribute representing the Transaction value from the Unified Activity entity.

C. Choose an activity type and select the entity with transactional data.

D. Choose either the Account or Contact entity to get the related transactional data.

Correct Answer: BC

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/measures?tabs=b2c

Question 10:

You are a Customer Data Platform Specialist. You completed unification and are looking to create relevant segments for your business. You want to identify insights on fields that overlap between segments. Which statement is correct about using segment overlap?

A. Audience insights will recommend which fields may be the most insightful to use for segment overlap analysis.

B. You can select up to three fields to analyze for overlap analysis when you create a new segment overlap.

C. Audience insights will automatically select the fields for overlap analysis when you create a new segment overlap.

D. You can select one or more fields to analyze for overlap analysis when you create a new segment overlap.

Correct Answer: D

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/segment-insights

Question 11:

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 for 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, and 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.

Correct Answer: AB

The following fields from the unified customer record should be added to the index: Last Name, Full Name, Email, Cell Phone, Street Address, and DOB.

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/searchfilter-index

Question 12:

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 require you to create semantic entity mapping before you can use it?

A. Contacts control

B. Intelligence control

C. Customer details control

D. Enrichments control

Correct Answer: A

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-ins

Question 13:

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 profile data. 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 can set up scheduled refreshes that allow your workflow to run automatically.

C. Your team needs to manually trigger your custom machine learning workflows.

D. Scheduled refreshes are not supported for custom machine-learning models that are connected to audience insights.

Correct Answer: B

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

Question 14:

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 path

B. Output data store parameter name

C. Web service that contains your model

D. Entity name

Correct Answer: BD

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/custom-models

Question 15:

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 at least two to three transactions per customer ID. preferably across multiple dates.

B. There should be at least 100.000 unique customers to perform the CLV model.

C. There should be preferably two to three years of transactional data to predict CLV for one year.

D. The CLV model will not run if there is any missing data in the fields.

Correct Answer: AC

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/predict-customer-lifetime-value

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