QUESTION: 142 Exam Topic: Configure third-party connections questions

You will configure several data enrichments as part of a new Microsoft Dynamics 365 Customer Insights implementation. Your customer requests that some enrichments are configured for only three defined customer segments.

You need to utilize enrichments of the same type that can be configured more than once to support the requirement.

Which two enrichments should you use? Each correct answer presents a complete solution.

Interests data provided by Microsoft
Enhanced addresses data provided by Microsoft
Demographics data provided by Experian
Brands data provided by Microsoft

Answer(s): A,D

Explanation:

Enrich customer profiles with brands and interests data from Microsoft
Use Microsoft's proprietary data to enrich your customer data with brand affinities, interest affinities, and share of voice (SoV). These affinities and SoV are based on data from people with demographics similar to your customers. This information helps you to better understand and segment your customers based on their affinities or SoV to specific brands and interests.

Configure the enrichment
1. Go to Data > Enrichment and select the Discover tab.

To configure brand affinities and SoV enrichment, select Enrich my data on the Brands tile.

To configure interest affinities and SoV enrichment, select Enrich my data on the Interests tile.

2. Review the overview and then select Next.

3. To change your country or region, select Change next to Country/Region. In the Country/Region settings pane, choose a supported country/region and select Apply.

4. Choose up to five brands or interests using one or both of these options:

Industry: Select your industry from the dropdown list and then choose from the top brands or interests for that industry.
Choose your own: Enter a brand or interest that is relevant to your organization and then choose from the matching suggestions. If we don't list a brand or interest you're looking for, send us feedback using the Suggest link.

5. Select Next and review your default enrichment preferences and update them as needed.

6. Etc.

Reference:

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

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QUESTION: 143 Exam Topic: Configure third-party connections questions

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.

For each action, match the lowest security role required to perform the action. 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:

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

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QUESTION: 123 Exam Topic: Configure third-party connections Testlet 3

View Related Case Study

You are a Customer Data Platform Specialist. You need to design a process to share the unified customer profile with the sales team. The sales team uses the Dynamics 365 Sales app for marketing list generation. Which two conditions must be met to export segments needed by the sales team to the D365 Sales app? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

In order to export segment of customers who have DOB to Dynamics 365 Sales to create marketing lists, a connection to the Dynamics 365 Sales environment must be configured.
Contacts do not have to be present in Dynamics 365 Sales because the export process will create new contact records if they do not already exist.
In order to export segment of customers who have Loyalty email to Dynamics 365 Sales, a connection to the Dynamics 365 Sales environment must be configured.
Dynamics 365 Sales Contacts must be ingested into audience insights as a data source and included in the unified customer profile.

Answer(s): A,D

Reference:

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

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QUESTION: 124 Exam Topic: Configure third-party connections Testlet 3

View Related Case Study

You are a Customer Data Platform Specialist. The sales team asks you for an update on its requirement to be able to create a marketing list in Dynamics 365 Sales from audience insights data. Which validation is necessary to satisfy the sales team's requirement?

Validate ecom_email field is part of the Customer entity profile, and it is not merged with any other email from a different source.
Validate loyalty_email field is part of the unified customer entity profile, and it is not merged with any other email from a different source.
Validate email field is part of the Loyalty Member entity and can be used as a filter when building a segment for export to Dynamics 365 Sales.
Validate all contacts ingested from Dynamics 365 Sales are included in the segment and the proper filter is applied.

Answer(s): B

Explanation:

Ability to use segments from the audience insights to generate marketing lists:
The Sales team needs to generate a marketing campaign based on segment of customers who have a Loyalty email. (loyalty.email)

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QUESTION: 142 Exam Topic: Configure third-party connections questions

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QUESTION: 143 Exam Topic: Configure third-party connections questions

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QUESTION: 123 Exam Topic: Configure third-party connections Testlet 3

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QUESTION: 124 Exam Topic: Configure third-party connections Testlet 3

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