QUESTION: 65 Exam Topic: Create customer profiles by unifying data questions

DRAG DROP (Drag and Drop is not supported)
You are configuring Microsoft Dynamics 365 Customer Insights for a company that wants to ensure customer consent data is part of the unified customer record. You ingested relevant consent data sources, added these to the unification process and have set the appropriate relationships.

The Chief Marketing Officer (CMO) wants to include the process for adding customer consent to segmentation into training materials for the team.

You need to define the three-step process for the CMO. To answer, move all appropriate steps from the list of actions to the answer area and arrange them in the correct order.

See Explanation section for answer.

Answer(s): A

Explanation:

Step 1: Validate Consent Type is present.

Step 2: Configure segmentation rules with content attributes.
Use consent data
Once your consent data is part of your unified customer profiles, you can use it in Customer Insights. For example, create a segment with a rule to ensure you honor your customers’ privacy and data protection preferences. Rules supporting consent preferences are used to exclude users from a segment based on profile attributes. Add a rule to a segment that excludes customer profiles that didn't provide consent to contact.

A segment could contain this rule: Consent option=Newsletter & Consent value=True. This configuration results in a segment that honors contact preferences to send a newsletter.

Once the segment is created, you can use one of the many export options to use the segment in other applications.

Step 3: Create a customer segment

Reference:

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

Reveal Solution Next Question

QUESTION: 66 Exam Topic: Create customer profiles by unifying data questions

You have administrator rights in Microsoft Dynamics 365 Customer Insights. You completed the map-match-merge phases in the data unification process.

You need to perform the next step to view the unified customer profiles.

What should you configure?

Activities
Enrichment
Search & filter index
Segments

Answer(s): B

Explanation:

Map-match-merge is the last in the unification process.

After completing data unification, you can optionally:

Set up relationships between entities to create sophisticated segments.
Enrich your data to get a wider range of insights about your customers.
Define activities from some of the ingested attributes.
Build measures to better understand customer behaviors and business performance.

Note: The unification process maps customer data from your data sources, removes duplicates, matches the data across entities, and creates a unified profile. Unification is performed in the following order:

1. Source fields (previously called Map): In the source fields step, select entities and fields to include in the unify process. Map fields to a common semantic type that describes the purpose of the field.

2. Duplicate records (previously part of Match): In the duplicate records step, optionally define rules to remove duplicate customer records from within each entity.

3. Matching conditions (previously called Match): In the matching conditions step, define rules that match customer records between entities. When a customer is found in two or more entities, a single consolidated record is created with all columns and data from each entity.

4. Unified customer fields (previously called Merge): In the unified customer fields step, determine which source fields should be included, excluded, or merged into a unified customer profile.

5. Review and create the unified profile.

Reference:

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

Reveal Solution Next Question

QUESTION: 67 Exam Topic: Create customer profiles by unifying data questions

You are implementing Microsoft Dynamics 365 Customer Insights as the company's Customer Data Platform. You set up the data sources and start the unification process.
You need to identify the primary entity within the match stage.

Which two criteria should you use to determine the primary entity? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Choose the entity that has the most related entities.
Choose the entity that has several attributes in common with other entities.
Choose the entity with the most complete and reliable profile data about your customers.
Choose the Dynamics 365 contact entity when this is available as the data source.

Answer(s): B,C

Explanation:

Specify the match order
Each match unifies two or more entities into a single, consolidated entity. At the same time, it keeps the unique customer records. The match order indicates the order in which the system tries to match the records.

Important
The first entity is called the primary entity, which serves as the basis for your unified profiles. Additional entities that are selected will be added to this entity.

Important considerations:
(C) Choose the entity with the most complete and reliable profile data about your customers as the primary entity.
(B) Choose the entity that has several attributes in common with other entities (for example, name, phone number, or email address) as the primary entity.

Reference:

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

Reveal Solution Next Question

QUESTION: 68 Exam Topic: Create customer profiles by unifying data questions

You are implementing Microsoft Dynamics 365 Customer Insights at a bank. After going through the unification process, you notice that customer cards appear nameless.

You need to resolve this problem and add the full name to the customer cards.

What should you do?

Within the merge stage, adjust the order for the Fullname field, where the first option is always filled.
Within the map stage map at least one field to the semantic type Person.FullName.
Within the merge stage, combine different name field into the Fullname field.
Within the map stage add a custom semantic type for Person.Fullname.

Answer(s): B

Explanation:

Select primary key and semantic type for attributes
In B-to-C, one field should map to the semantic type Person.FullName to populate the customer name in the customer card. In B-to-B, the account name should map to Organization.Name. Otherwise, the customer cards will appear nameless.

Note:
For individual customers: B-to-C
For business accounts: B-to-B

Reference:

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

Reveal Solution Next Question

Free MB-260 Exam Braindumps (page: 19)

QUESTION: 65 Exam Topic: Create customer profiles by unifying data questions

Explanation:

Reference:

QUESTION: 66 Exam Topic: Create customer profiles by unifying data questions

Explanation:

Reference:

QUESTION: 67 Exam Topic: Create customer profiles by unifying data questions

Explanation:

Reference:

QUESTION: 68 Exam Topic: Create customer profiles by unifying data questions

Explanation:

Reference: