QUESTION: 130 Exam Topic: Configure third-party connections questions

You are a Customer Data Platform Specialist. Your company uses both audience insights and Dynamics 365 Sales. To enhance the customer information within Dynamics 365, you asked the Dynamics 365 administrators to add the audience insights timeline as a Customer Card add-in control on the contact form.

The Dynamics 365 administrators asked you to update the company’s Dynamics 365 user guide and explain how users can use the timeline.

Which action can users perform within the added customer card add-in timeline in Dynamics 365?

Filter the activities on the timeline.
Delete the activity from the timeline.
Edit the activity from the timeline.
Open the activity from the timeline.
Sort the activities on the timeline.

Answer(s): A

Reference:

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

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QUESTION: 131 Exam Topic: Configure third-party connections questions

You successfully installed the Customer Card Add-in and the required add-in control in the Microsoft Dynamics 365 Sales app.

You need to show customer enrichment data from Microsoft Dynamics 365 Customer Insights in the Dynamics 365 Sales application.
Which two conditions are required for the enrichment data to show on a customer card in Dynamics 365 Sales? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

Customer details control is successfully installed and added to the Contact form.
Measure Control is successfully installed and added to the Contact form.
Contacts from Dynamics 365 Sales are included in the Dynamics 365 Customer Insights unification process.
Active enrichment is applied to customer profiles.

Answer(s): A,D

Explanation:

AD: Customer Card Add-in for Dynamics 365 apps, prerequisites
* Each add-in control relies on specific data in Customer Insights.
Customer details control shows all fields from the profile available in the unified customer profile.

Enrichment control requires active enrichments applied to customer profiles. The card add-in supports these enrichments: Brands provided by Microsoft, Interests provided by Microsoft, and Office engagement data provided by Microsoft.

A: Add Customer Card controls to forms
Depending on your scenario, you can choose to add controls to either the Contact form or Account form. If your Customer Insights environment is for business accounts, we recommended adding the controls to the Account form. In that case, replace "contact" in the below steps with "account."

1. To add the Customer Card controls to your Contact form, go to the Settings > Customizations in Dynamics 365.

2. Select Customize the System.

3. Browse to the Contact entity, expand it, and select Forms.

4. Select the contact form you want to add the Customer Card controls to.

5. To add a control, in the form editor, drag any field from the Field Explorer to where you want the control to appear.

6. Etc.

Incorrect:
Measure control requires configured customer attribute measures.

Contacts control requires a contact semantic entity type

Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/customer-card-add-in

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QUESTION: 132 Exam Topic: Configure third-party connections questions

DRAG DROP (Drag and Drop is not supported)
Your organization uses Microsoft Dynamics 365 Customer Service in its contact center.

You need to use the Customer Card Add-in to make customer profile data from Microsoft Dynamics 365 Customer Insights available to contact center users. The organization wants you to follow Microsoft's best practices and recommendations.

Which three actions should you perform in sequence? To answer, move the appropriate actions 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: Configure the Customer Card-Add-in solution to map contact and/or account id fields.
Prerequisites include:
For your Dynamics 365 data to map to the Customer Insights customer profiles, we recommend it's ingested from the Dynamics 365 app using the Microsoft Dataverse connector. If you use a different method to ingest Dynamics 365 contacts (or accounts), make sure the contactid (or accountid) field is set as the primary key for that data source during the data unification process.

Step 2: Install the Customer Card Add-in from App Source
Install the Customer Card Add-in
The Customer Card Add-in is a solution for customer engagement apps in Dynamics 365. To install the solution:

1. Go to AppSource and search for Dynamics Customer Card.

2. Select the Customer Card Add-in on AppSource and select Get It Now.

Step 3: Add specific Customer Card Add-in controls to the contact and/or account forms.
Add Customer Card controls to forms
Depending on your scenario, you can choose to add controls to either the Contact form or Account form. If your Customer Insights environment is for business accounts, we recommended adding the controls to the Account form.

Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/customer-card-add-in

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QUESTION: 133 Exam Topic: Configure third-party connections questions

You are configuring data unification for a new Microsoft Dynamics 365 Customer Insights implementation. Individual consumers are the primary target audience.

You define several match rules that include address data and other personal identifiers. These match rules did not perform as well as expected in your first unification run.

You need to improve the match results before your marketing team starts using the system.

Which two data enrichments should you consider implementing to improve the match results? Each correct answer presents a complete solution.

Azure Maps provided by Microsoft
Enhanced company data provided by Microsoft
Enhanced addresses provided by Microsoft
Identity provided by LiveRamp AbiliTec

Answer(s): C,D

Explanation:

Supported data source enrichments
The following enrichments are currently available for data sources. Review the detailed steps for the enrichment to learn how to configure it.

* Enhanced addresses
Addresses in your data can be unstructured, incomplete, or incorrect. Use Microsoft's models to normalize and enrich your addresses into the Common Data Model format for better accuracy and insights.

You can also enrich addresses on data sources to improve the match accuracy in the data unification process.

* Enhanced company data
Use Microsoft’s models and compiled company data to correct, supplement, and standardize your company profiles. We'll use the Common Data Model format for better accuracy and insights.

You can also enhance company data on data sources to improve the match accuracy in the data unification process.

For public companies in the United States, information such as revenue, stock ticker, industry, and more is available.

* Identity data from LiveRamp
LiveRamp provides deterministic offline identity resolution and consolidation of customer data. You can map personal identifiers in your customer data to the AbiliTec identity graph and receive AbiliTec IDs. You can then use these IDs for better unification of your customer data.

Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/data-sources-enrichment
https://learn.microsoft.com/en-us/dynamics365/customer-insights/enrichment-liveramp
https://learn.microsoft.com/en-us/dynamics365/customer-insights/enrichment-enhanced-addresses

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QUESTION: 130 Exam Topic: Configure third-party connections questions

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QUESTION: 132 Exam Topic: Configure third-party connections questions

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