QUESTION: 77 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 ensdure that unmatched eCommerce customers are also added as a profile in Dynamics 365 Customer Insights.

Solution: Make eCommerce customers the primary entity in the match 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: 78 Exam Topic: Create customer profiles by unifying data questions

You are implementing Microsoft Dynamics 365 Customer Insights at a bank.

You finish setting up the different initial data sources, and start the unification process.

Which three tasks do you need to perform on the Source fields page during the unification process? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Select the fields you want to include in the unified customer profile.
Identify the prioritization of similar fields between different entities.
Identify the entities that you need to unify into a single profile.
Identify rules for duplication between different entities.
Identify the primary keys and semantic field types within the different entities.

Answer(s): A,D,E

Explanation:

A: Select source fields for data unification
The first step in unification is selecting the entities and fields within your datasets that you want to unify. Select entities that contain customer-related details such as name, address, phone number, and email. You can select one or more entities.

The following steps and images reflect the first time you go through the unification process.

* On the Source fields page, select Select entities and fields. The Select entities and fields pane displays.

Select at least one entity.

For each selected entity, identify the fields you want to use to match customer records and fields to include in the unified profile. These fields are called Attributes. You can select the required attributes individually from an entity or include all attributes from an entity by selecting the checkbox on the entity level. You can search on keywords across all attributes and entities to select the required attributes you want to map.

E: Select primary key and semantic type for attributes

For each entity, perform the following steps.

1. Choose the Primary key.

2. To use AI models for smart prediction of semantics which saves time and improves accuracy, ensure Intelligent mapping is on. Intelligent mapping provides AI-based semantic recommendations in the Type field.

3. For each attribute, choose a semantic Type that best describes that attribute, such as name, city, or email address.

D: Remove duplicates before unifying data
This optional step in unification enables you to set up rules for eliminating duplicate records within an entity.

Reference:

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

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QUESTION: 79 Exam Topic: Create customer profiles by unifying data questions

You need to unify the different data sources within Microsoft Dynamics 365 Customer Insights through the data unification process.

After you selected Create customer profiles on the Review step, you notice that you still need to rename a customer field.

What is the fastest way to perform the correction?

View the details of the running job and cancel the job from the side pane. Rename the field and run the unification process again.
Rename the field while the unification is in Refreshing status. Changes are still recorded during the current process.
Wait for the process to finish. Refresh the page, then rename the field and run the unification process again.
While the unification process is running, separate and recombine the Customer field. Rename it and run the unification process again.

Answer(s): A

Explanation:

Need to cancel the job.

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.

Reference:

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

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QUESTION: 80 Exam Topic: Create customer profiles by unifying data questions

Your organization is implementing Microsoft Dynamics 365 Customer Insights. You want to make sure that you address duplicate records in your source data.

You need to define the deduplication rules to select which duplicate record should be kept.

Which three options should you select? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Most recent
Least recent
Importance
First imported
Most filled

Answer(s): A,B,E

Explanation:

Remove duplicates before unifying data, define deduplication rules.

In the Merge preferences pane:

Choose one of three options to determine which record to keep if a duplicate is found:

Most filled: Identifies the record with most populated attribute fields as the winner record. It's the default merge option.
Most recent: Identifies the winner record based on the most recency. Requires a date or a numeric field to define the recency.
Least recent: Identifies the winner record based on the least recency. Requires a date or a numeric field to define the recency.

Reference:

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

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QUESTION: 77 Exam Topic: Create customer profiles by unifying data questions

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QUESTION: 79 Exam Topic: Create customer profiles by unifying data questions

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QUESTION: 80 Exam Topic: Create customer profiles by unifying data questions

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