Certification Provider: Microsoft
Exam Name: Microsoft Customer Data Platform Specialist
Exam Code: MB-260
Official Exam Time: 120 mins
Number of questions in the Official Exam: 40-60 Q&As
Latest update time in our database: May 29,2023
MB-260 Official Exam Topics:
  • Topic1 : Describe support for near real-time updates
  • Topic2 : Ingest Data in real-time / Evaluate and transform column data types
  • Topic3 : Identify data sources that support incremental updates / Identify capabilities and limitations for scheduled refreshes
  • Topic4 : Trigger refreshes by using Power Automate or the Customer Insights API / Implement mapping
  • Topic5 : Select the primary key / Implement matching
  • Topic6 : Define match rules / Review deduplication results
  • Topic7 : Run a match process and review results / Define filter options for fields
  • Topic8 : Configure prediction models / Create and manage tags
  • Topic9 : Find similar customers / Analyze insights
  • Topic10 : Create a data export / Export a Customer Insights segment into Dynamics 365 Sales as a marketing list
  • Topic11 : Add Consent Data to Customer Insights / Connect Customer Insights to Microsoft Dataverse
  • Topic12 : Manage existing environments / Reset an existing environment
  • Topic13 : Describe available user permissions /

Which statements best describes the steps needed to ingest the required data to audience insights?

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, 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.
B . In audience insights, select Data Sources, add data source, enter "CellPhone" in the name field and click Next.
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, add data source and select Microsoft Dataverse as an import method, enter "CellPhoneloyalty" as a data source name.

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

What action should you perform to make sure the merged FullName field contains the most trusted data available?

You are a Customer Data Platform Specialist. The marketing team wants to send personalized marketing emails to customers, but the customer FullName attribute has not been correctly populated as part of the profile unification process.

You update the Map process to include the loyalty.member.fullname, ecom.member.fullname, and cclubcust.member.full_name fields. Then, you map the fields to the Person.FullName semantic type. Audience insights automatically merges these fields into the FullName attribute on the Merge page.

What action should you perform to make sure the merged FullName field contains the most trusted data available?
A . Edit the merged FullName field and combine fields by most recent based on timestamp in the source entity.
B . Edit the merged FullName field and combine fields by least recent based on timestamp in the source entity.
C . Separate the fields in the merged FullName field, create a new field, and add attributes in priority order.
D . Edit the merged FullName field, combine fields by importance, and manually rank the source entities.

Answer: D

Explanation:

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

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

Which statement is correct when considering audience insights for business accounts versus individual consumers?

You are a Customer Data Platform Specialist. Your company operates mainly in the business-to-business (B2B) space.

The chief marketing officer (CMO) asks you to implement audience insights and ensure that it can handle the company’s B2B scenarios and data.

Which statement is correct when considering audience insights for business accounts versus individual consumers?
A . The out-of-the-box product recommendation prediction model is available for business accounts.
B . Data ingestion features are different for business accounts and individual customers.
C . Some enrichment types are available only for individual customer scenarios, while others are exclusively available for business accounts.
D . Business accounts and individual consumers share the same audience insights environment.

Answer: C

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/work-with-business-accounts

When you are setting up the measure, which two steps should you perform to complete this task?

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.

Answer: B,C

Explanation:

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

Which two conditions must be met to export segments needed by the sales team to the D365 Sales app?

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 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 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: A,D

Explanation:

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

Which two statements are correct about using segment differentiations?

You are a Customer Data Platform Specialist. You created several customer segments.

You want to identify differences between the segments that you created.

Which two statements are correct about using segment differentiations? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
A . The higher the difference score, the more the attributes differ between the two segments.
B . You can compare a segment with the rest of your unified profiles or with another segment.
C . You can only compare one segment with another segment.
D . The lower the difference score, the more the attributes differ between the two segments.

Answer: A,B

Explanation:

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

Which option is the fastest way to fulfill the requirement?

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 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.
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 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.

Answer: C

Explanation:

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

dynamics365-marketing

Which four actions should you perform in sequence to meet this requirement?

DRAG DROP

You are a Customer Data Platform Specialist. You are implementing an incremental refresh in audience insights. All the data is stored in an Azure SQL database and is ingested to audience insights using Power Query. You need to configure an incremental refresh for data sources.

Which four 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:

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Which two statements are correct when creating an additional environment with limited amount of required configuration?

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 Trial, Region, and click next to connect to the Azure Data Lake Storage Account.
B . In the Create New Environment dialog window, enter *UAT1" name. Check Copy from exiting environment and select "Dev° from the option set.
C . In the Create New Environment dialog window, enter *UATT name. Check Copy from exiting environment, and select DEV1 from the list.
D . In Type select Sandbox, Region, and click next to connect to the Azure Data Lake Storage Account.

Answer: C,D

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

Which two options should you use as the base in quick segments to create the required insights?

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 . Measures
B . Enrichments
D . Intelligence
E . Profiles
F . Data entities

Answer: A,D

Explanation:

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