QUESTION: 113 Exam Topic: Configure measures and segments Questions

Your marketing department asks for help setting up the following measures that need to be used for segmentations: total transaction count, average yearly spending, and the time since the last purchase. You realize that these can be created through predefined templates.

You need to train the marketing users on setting up these measures using the predefined templates.

What do you tell them about the use of predefined templates? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Predefined templates are only available for measures created in environments with individual customers as the primary target audience.
Predefined templates can be set up using data from prediction models.
Predefined templates can be set up using data from the Unified Activity entity.
Predefined templates are available for measures created in environments with either business accounts or individual customers as the primary target audience.

Answer(s): A,C

Explanation:

A (not D): Measure templates are only supported in environments for individual customers.

C (not B): Templates build on mapped data from the Unified Activity entity. So make sure you have configured customer activities before you create a measure from a template.

Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/measure-templates

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QUESTION: 114 Exam Topic: Configure measures and segments Questions

Your organization's marketing department provides a list with different measures that they want to use for insights and segmentation.
You need to configure the measurements.
Which three statements do you need to consider? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

Mode, Range, and Sum are all aggregation functions that can be used to calculate a measure.
Different filters can be used for each calculation in the measure.
You can add multiple entities with different relation paths in one measure.
When you use accounts with hierarchies, you can select to aggregate the measure according the ingested hierarchies.
Dimensions can be used to group results in the measure output entity.
When adding multiple calculations within the measure, each calculation is added as a column in the measure output entity.

Answer(s): B,D,F

Explanation:

B: Measure builder lets you define calculations using math operators, aggregation functions, and filters.
To add filters, select the Filter in the configuration area. Applying filters will only use the records that match the filters to calculate the measure.

In the Add attribute section of the Filters pane, select the attribute you want to use to create filters.
Set the filter operators to define the filter for every selected attribute.
Select Apply.

D: Creating measures in B-to-C and B-to-B environments works the same way. However, if your B-to-B environment uses accounts with hierarchies, choose whether to aggregate the measure across related sub-accounts.

If you use accounts with hierarchies, review Roll up sub-accounts.

If it's set to Off, the measure is calculated for every account. Every account gets its own result.
If it's set to On, select Edit to choose the account hierarchy according to the ingested hierarchies. The measure will yield only one result because it's aggregated with sub-accounts.

F: If there are multiple paths between the data entity you mapped and the Customer entity, choose one of the identified entity relationship paths.

Incorrect:
Not A: In the configuration area, choose the aggregation function from the Select function dropdown menu. Aggregation functions include:

Sum
Average
Count
Count Unique
Max
Min
First: takes the first value of the data record
Last: takes the last value that was added to the data record
ArgMax: finds the data record giving the maximum value from a target function
ArgMin: finds the data record giving the minimum value from a target function

Not C:
If there are multiple paths between the data entity you mapped and the Customer entity, choose one of the identified entity relationship paths.

To add more calculations for the measure, select New calculation. Only use entities on the same entity path for new calculations.

Note: Relationships connect entities and define a graph of your data when entities share a common identifier, a foreign key. This foreign key can be referenced from one entity to another. Connected entities enable the definition of segments and measures based on multiple data sources.

Relationship paths
A relationship path describes the entities that are connected with relationships between a source entity and a target entity. It's used when creating a segment or a measure that includes entities other than the unified profile entity and there are multiple options to reach the unified profile entity. Different relationship paths can yield different results.

Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/measure-builder
https://learn.microsoft.com/en-us/dynamics365/customer-insights/relationships

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QUESTION: 115 Exam Topic: Configure measures and segments Questions

The measure TotalSpendPerCustomer is set up in Microsoft Dynamics 365 Customer Insights to indicate the total amount the customer spent. The marketing team wants to better understand the measure and set up a suggested segment for the measure.

After a new data source is added and configured with new transactions, the TotalSpendPerCustomer is updated with this new data.
You need to ensure the suggested segment based on the TotalSpendPerCustomer measure is refreshed.
Which two actions should you perform? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

Refresh all measures.
Refresh the segment suggestion.
Edit the configuration of the measure and save the measure.
Edit the attribute of the segment suggestion and save the suggestion.

Answer(s): B,D

Explanation:

Manage suggested segments
Go to Segments and select the Suggestions (preview) tab. In the Activity-based suggestions section, select a suggested segment to view available actions.

* See suggestion to view the details of that segment like the extent of each dimension in comparison to the target group. It also highlights the number of potential members in the segment and the corresponding percentage of the total customers.

* Create segment to save the suggested as a segment. It displays on the All segments tab and can be refreshed or deleted. You can't edit the segment details. However, you can change the input criteria for the suggestions and generate different suggestions.

* (D) Edit suggestions to modify the configured attributes which will replace the current suggestions.

* (B) Refresh suggestions to refresh the suggestions while keeping configured attributes.

Note: Create measures to plan business activities by querying customer data and extract insights. For example, create a measure of total spend per customer and total return per customer to help identify a group of customers with high spend yet high return. Then, create a segment based on these measures to drive next best actions

Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/suggested-segments-activity

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QUESTION: 116 Exam Topic: Configure measures and segments Questions

You configured a segment differentiator insight and will present the insight to the marketing team. You only see difference scores for attributes.
You need to explain why difference scores for measures are not visible.
What are two possible reasons? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

You are looking at the Attributes tab.
The differentiator analysis calculated a difference score of zero for all measures.
You forgot to configure any measures to analyze.
You selected only measures to analyze and forgot to select any attributes.

Answer(s): A,B

Explanation:

A: A differentiator analysis includes two tabs. The Attributes tab lists profile attributes considered as differentiators. The Measures tab lists differentiators. Each tab includes the following details:

Ranked list of differentiators, sorted by difference score.
The Difference score for each differentiator. The difference score represents the degree of difference of an attribute between two segments. The higher the difference score, the more the attributes differ between the two segments. Select a score to open the Difference score pane with the distributions of values for that attribute.

Note: Segment differentiators
Segment differentiators help you find out what differentiates a segment from the rest of your customers or from another segment. Select a segment and the system identifies profile attributes and measures that distinguish the selected segment.

Run a differentiator analysis
Go to Segments and select the Insights (preview) tab.

1. Select New and choose the Differentiators option in the Choose Insight Type pane.
2. Choose the segment you want to analyze as Primary segment and select Next.
3. Choose All customers or a Secondary segment to compare your primary segment with and select Next.
4. Optionally, choose one or more fields of interest to focus the analysis on specific attributes and select Next.
5. Provide a name for your differentiator analysis, an optional display name, and a description.
6. Select Save to start the analysis. The differentiator analysis is ready when the status changes from Refreshing to Successful.

Incorrect:
Not C: A segment cannot have 0 measures.

Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/segment-insights

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