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Free MB-260 Exam Braindumps (page: 4)

Page 4 of 40
PDF with 194 Questions

Your company uses both Microsoft Dynamics 365 Customer Insights and Microsoft Dynamics 365 Sales. To enhance the customer information within Dynamics 365, the administrators added the Customer Insights timeline as a Customer Card Add-in control on the contact form.

You need to update the company's Dynamics 365 user guide and explain how users can use the timeline.

Which actions can users perform from the Customer Insights timeline on a Dynamics 365 form?

  1. Filter the timeline by activity type.
  2. Expand the activity for more details.
  3. Sort the activity order.
  4. Delete the activity.
  5. Open and edit the activity.

Answer(s): A,B,C

Explanation:

The Customer Insights timeline capability helps consolidate customers’ activities from various data sources, to create a timeline view of all customer interactions. Business analysts can preselect the type of interactions to be displayed on the timeline view, which will be displayed in the customer profile dashboard and can be embedded in Dynamics 365.



Note: Get a 360-degree view of your customers directly in Dynamics 365 apps. With the Customer Card Add-in installed in a supported Dynamics 365 app, you can choose to display customer profile fields, insights, and activity timeline. The add-in will retrieve data from Customer Insights without affecting the data in the connected Dynamics 365 app.


Reference:

https://learn.microsoft.com/en-us/business-applications-release-notes/april19/artificial-intelligence/dynamics365-ai-customer-insights/eliminate-data-silos
https://learn.microsoft.com/en-us/dynamics365/customer-insights/activities



Your team completed the unification process to create unified customer profiles. The team needs to have activity data, such as transactions, show up on the customer cards.
You need to provide the team with guidance on creating and managing activities.
Which two capabilities should you recommend? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

  1. You can create a timeline that lists the activities chronologically by creating customer activities from various data sources.
  2. An entity only needs to have an attribute of type Date to be included in a customer timeline in some cases.
  3. You have the option to edit, delete, or rename that activity after you create it.
  4. Event activity is an optional field when creating a new activity.

Answer(s): A,B

Explanation:

A: Customer activities are actions or events performed by customers or business contacts. For example, transactions, support call duration, website reviews, purchases, or returns. These activities are contained in one or more data sources. With Customers Insights, consolidate your customer activities from these data sources and associate them with customer profiles. These activities appear chronologically in a timeline on the customer profile. Include the timeline in Dynamics 365 apps with the Customer Card add-in solution.

B: An entity must have at least one attribute of type Date to be included in a customer timeline.


Reference:

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



DRAG DROP (Drag and Drop is not supported)
You have different contributors working on exporting and enriching data.

You need to make sure the correct users have the correct role to manage the different connections.

Match the role to the action it will allow on the connection. To answer, drag the appropriate role(s) to the correct action. Each role option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct match is worth one point.
Select and Place:

  1. See Explanation section for answer.

Answer(s): A

Explanation:




Access to Customer Insights is restricted to users in your organization that are added to the application by an admin. An admin can add, edit, or remove users. A user can be a single user, group, or application. There are three types of roles a user can have:
Viewer
Contributor
Admin

Box 1: Contributor
Contributor
All permissions available to the Viewer.
Load and transform data using the Data sources page.
Complete Data Unification which result in the unified customer profile entity.
Define Relationships and Activities.
Create segments using the Segments page.
Create measures using the Measures page.
Manage configuration and enrich customer profiles from the Enrichment page (for first party enrichments only).
-> * Manage and create exports based on connections shared with contributors.

Box 2: Admin
Admin
All permissions available to the Contributor.
Change settings on the System page, including the working language, refresh schedules for your system processes, and exporting diagnostic logs.
-> * Change settings on the Security page, including users, API keys, private links, and key vault.
Set search and filter definitions for the Customers page using the Search & filter index page (accessible via the Customers page).
Manage connections and allow them for other user roles on Connections page.
-> *Manage configuration and enrich customer profiles from the Enrichment page (for all enrichments).
Manage and create exports on Exports page.
Install and use the Customer Card Add-in.
Add and use the Power Apps connector.
Enable usage of Customer Insights APIs.
Assign environment ownership to another admin.

Box 3: Contributor
Contributor
All permissions available to the Viewer.
Load and transform data using the Data sources page.
Complete Data Unification which result in the unified customer profile entity.
Define Relationships and Activities.
Create segments using the Segments page.
Create measures using the Measures page.
Manage configuration and enrich customer profiles from the Enrichment page (for first party enrichments only).
-> * Manage and create exports based on connections shared with contributors.

Box 4: Viewers
Viewer
Explore insights and segments within the Home and Segments pages.
Search and filter customer profiles using the Customers page. Fields must be searchable.
-> * View and explore the Enrichment page.
Explore and export entities using the Entities page.
View the status of system processes using the System page.
View exports in Exports page.
Install and use the Power BI Customer Insights dashboard.

Box 5: Admin
Admin
All permissions available to the Contributor.
Change settings on the System page, including the working language, refresh schedules for your system processes, and exporting diagnostic logs.
Change settings on the Security page, including users, API keys, private links, and key vault.
Set search and filter definitions for the Customers page using the Search & filter index page (accessible via the Customers page).
-> * Manage connections and allow them for other user roles on Connections page.
Manage configuration and enrich customer profiles from the Enrichment page (for all enrichments).
-> * Manage and create exports on Exports page.
Install and use the Customer Card Add-in.
Add and use the Power Apps connector.
Enable usage of Customer Insights APIs.
Assign environment ownership to another admin.


Reference:

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



You need to export all the data in Microsoft Dynamics 365 Customer insights to Microsoft Azure Blob Storage. This includes metadata and schemas.

What should you do?

  1. Query the REST API with custom code.
  2. Attach a Microsoft Dataverse environment.
  3. Configure a data-out export.
  4. Configure a segment export.

Answer(s): C

Explanation:

There are two main types of exports:

Data-out exports let you export any type of entity available in Customer Insights. The entities that you select for export are exported with all data fields, metadata, schemas, and mapping details.

Segment exports let you export segment entities from Customer Insights. For individual consumers (B-to-C), segments represent a list of customer profiles. For businesses (B-to-B), segments can represent a list of accounts or contacts. When configuring the export, you select the included data fields, depending on the target system you are exporting data to.

Note: Configure an export
To configure this export, you must have permission for this connection type.

Important
If you turned on the soft delete setting for the Azure Blob Storage account, exports will fail. Turn off soft delete to export data to blobs.

1. Go to Data > Exports.

2. Select Add export.

3. In the Connection for export field, choose a connection from the Azure Blob Storage section. Contact an administrator if no connection is available.

4. Enter a name for the export.

5. Enter the folder name for the Blob storage.

6. Select the box next to each of the entities you want to export to this destination.

7. Select Save.

Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.

Exported data is stored in the Blob Storage container you configured.


Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/export-destinations
https://learn.microsoft.com/en-us/dynamics365/customer-insights/export-azure-blob-storage



Page 4 of 40



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