QUESTION: 73 Exam Topic: Create customer profiles by unifying data questions

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.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are implementing Microsoft Dynamics 365 Customer Insights as your company's Customer Data Platform.

The initial dataset entities contain contacts from Dynamics 365 Sales, eCommerce customers, and service management platform incidents.

In your first unification run. you set Dynamics 365 as the primary entity but only see eCommerce profiles that were able to be matched with Dynamics 365 contacts.

You need to ensure that unmatched eCommerce customers are also added as a profile in Dynamics 365 Customer Insights.

Solution: Configure the eCommerce entity above the Dynamics 365 entity in the map phase.

Does this solve the problem?

Answer(s): B

Explanation:

Instead: Solution: Enable Include all records when editing the entity during the match stage.

Note:
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.

1. On the Matching conditions page, use the move up and down arrows to move the entities in the order you want, or drag and drop them. For example, select eCommerceCustomers as the primary entity and loyCustomers as the second entity.

2. To have every record in the entity as a unique customer regardless if a match is found, select Include all records. Any records in this entity that do not match to records in any other entity are included in the unified profile. Records that do not have a match are called singletons.

Reference:

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

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QUESTION: 74 Exam Topic: Create customer profiles by unifying data questions

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.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

Your organization is using Microsoft Dynamics 365 Customer Insights as a Customer Data Platform.

You are in the process of matching the entities as part of the data unification task. You completed all the steps in the match phase and selected Run to start the process.

While the matching algorithm is running in the background, you realize that you need to make some configuration changes in one of the match rules you created.

Solution: Select the status of the job, select Cancel job on the Progress details pane, and make the required changes.

Does this meet the goal?

Answer(s): A

Explanation:

Select the status to open the Progress details pane and view the progress of the tasks. To cancel the job, select Cancel job at the bottom of the pane.

Note: Manage existing customer activities
Go to Data > Activities to view your saved activities, their source entity, the activity type, and if they are included in the customer timeline. You can sort the list of activities by any column or use the search box to find the activity you want to manage.

Select an activity to view available actions.

Edit the activity to change its configuration. The configuration opens on the review step. After changing the configuration, select Save activity and then select Run to process the changes.

Reference:

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

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QUESTION: 75 Exam Topic: Create customer profiles by unifying data questions

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.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

Your organization is using Microsoft Dynamics 365 Customer Insights as a Customer Data Platform.

You are in the process of matching the entities as part of the data unification task. You completed all the steps in the match phase and selected Run to start the process.

While the matching algorithm is running in the background, you realize that you need to make some configuration changes in one of the match rules you created.

Solution: Select the run job, select Edit job on the Progress details pane, and make the required changes.

Does this meet the goal?

Answer(s): B

Explanation:

Instead, Solution: Select the status of the job, select Cancel job on the Progress details pane, and make the required changes.

Note: Select the status to open the Progress details pane and view the progress of the tasks. To cancel the job, select Cancel job at the bottom of the pane.

Note: Manage existing customer activities
Go to Data > Activities to view your saved activities, their source entity, the activity type, and if they are included in the customer timeline. You can sort the list of activities by any column or use the search box to find the activity you want to manage.

Select an activity to view available actions.

Edit the activity to change its configuration. The configuration opens on the review step. After changing the configuration, select Save activity and then select Run to process the changes.

Reference:

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

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QUESTION: 76 Exam Topic: Create customer profiles by unifying data questions

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.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

Your organization is using Microsoft Dynamics 365 Customer Insights as a Customer Data Platform.

You are in the process of matching the entities as part of the data unification task. You completed all the steps in the match phase and selected Run to start the process.

While the matching algorithm is running in the background, you realize that you need to make some configuration changes in one of the match rules you created.

Solution: Select the status of the job, select Draft job on the Progress details pane, and make the required changes.

Does this meet the goal?

Answer(s): B

Explanation:

Reference:

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

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QUESTION: 73 Exam Topic: Create customer profiles by unifying data questions

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QUESTION: 74 Exam Topic: Create customer profiles by unifying data questions

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QUESTION: 75 Exam Topic: Create customer profiles by unifying data questions

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QUESTION: 76 Exam Topic: Create customer profiles by unifying data questions

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