QUESTION: 138 Exam Topic: Configure third-party connections questions

You need to populate a marketing list in Dynamics 365 Sales with all the members of a segment in Microsoft Dynamics 365 Customer Insights.

Which two conditions must be met? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Sales team members must be assigned a role or Dynamics 365 Customer Insights to access the marketing list that is created in Dynamics 365.
Dynamics 365 Sales Contacts must be ingested into Dynamics 365 Customer Insights as a data source and included in the unified customer profile.
The email addresses of contacts in Dynamics 365 Sales must match the corresponding unified customer profile email address field in Dynamics 365 Customer Insights.
The segment in Dynamics 365 Customer insights cannot contain more than 100,000 members.

Answer(s): B,D

Explanation:

B: Exporting segments from Customer Insights to Sales will not create new contact records in the Sales instances. The contact records from Sales must be ingested in Customer Insights and used as a data source. They also need to be included in the unified Customer entity to map customer IDs to contact IDs before segments can be exported.

D: Known limitations
Exports to Dynamics 365 Sales is limited to 100,000 contacts per segment, which can take up to 3 hours to complete.

Reference:

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

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QUESTION: 139 Exam Topic: Configure third-party connections questions

You have an administrator role.

You need to export five segments from Microsoft Dynamics 365 Customer Insights to Microsoft Dynamics 365 Marketing for outbound marketing.

Which prerequisite is required when exporting segment members to Dynamics 365 Marketing?

The Customer Card-Add in must be installed in Dynamics 365 Marketing.
The real-time marketing feature must be installed in Dynamics 365 Marketing.
Dynamics 365 contacts need to be identified as the primary entity in the data unification (3M) process.
Dynamics 365 Customer Insight profiles need be matched to Dynamics 365 contacts in order to be exported as member.

Answer(s): D

Explanation:

Export segments to Dynamics 365 Marketing

Prerequisite
Contact records must be present in Dynamics 365 Marketing before you can export a segment from Customer Insights to Marketing.

Note

Exporting segments from Customer Insights to Marketing will not create new contact records in the Marketing instances. The contact records from Marketing must be ingested in Customer Insights and used as a data source. They also need to be included in the unified Customer entity to map customer IDs to contact IDs before segments can be exported.

Reference:

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

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QUESTION: 140 Exam Topic: Configure third-party connections questions

You are adding the Microsoft Dataverse managed data lake to Microsoft Dynamics 365 Customer Insights. You are unable to perform the required steps.

You need to be able to select the entities from the managed lake when adding the data source.

What should you do?

Ensure that the same Dataverse is selected in the environment settings of Dynamics 365 Customer Insights.
Ensure you have the administrator role on the Dataverse organization.
Ensure you are assigned the administrator role in Dynamics 365 Customer Insights.
Confirm that Dynamics 365 Marketing is connected to Dynamics 365 Customer Insights.

Answer(s): B

Explanation:

You must be an admin on the Dataverse organization to proceed and view the list of entities available in the managed lake.

Reference:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/connect-dataverse-managed-lake

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QUESTION: 141 Exam Topic: Configure third-party connections questions

You are implementing Microsoft Dynamics 365 Customer Insights for a company planning to share data with external applications. You need to provide an overview of the capabilities of connections to the client.

The business requires that the connections to the external applications can be easily configured and managed by the internal data analyst team.

Which two characteristics of the connections should you share with the client? Each response presents a complete solution.

Contributors can view all the details of connections shared with them.
It is only possible to change the “Display Name” for the connection before it is used.
A single connection can be used multiple times to support various exports.
You can view all connected exports for each connection you have configured.

Answer(s): A,C

Explanation:

C: Connections are the key to enable data sharing to and from Customer Insights. Each connection establishes data sharing with a specific service. Use connections to configure third-party enrichments and configure exports. The same connection can be used multiple times.

A: Set up a new export
Not everyone who might have access to the Customer Insights application will be able to create exports. You need to have connections available to you. The different connections that are available to you will depend on your user role. Connections by role are as follows:

Administrators have access to all connections. They can also create new connections when setting up an export.

Contributors can have access to specific connections. They depend on administrators to set up and share connections.

Viewers can only view existing exports, not create them.

Note:
* 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.

* 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.

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

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QUESTION: 138 Exam Topic: Configure third-party connections questions

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QUESTION: 140 Exam Topic: Configure third-party connections questions

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QUESTION: 141 Exam Topic: Configure third-party connections questions

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