MB-910 Describe Dynamics 365 Customer Insights — All Questions With Answers

Refer to the exhibit.

```json
{
  "name": "CustomerUnificationRule",
  "entities": ["OnlineSales", "LoyaltyData"],
  "matchConditions": [
    {
      "field": "Email",
      "operator": "exact",
      "weight": 1.0
    },
    {
      "field": "Phone",
      "operator": "fuzzy",
      "weight": 0.8
    }
  ],
  "deduplication": "enabled",
  "output": "UnifiedCustomerProfile"
}
```

Refer to the exhibit.

{
  "dataSources": [
    {
      "name": "CRM_Contacts",
      "kind": "Common Data Service",
      "tables": ["contact"]
    },
    {
      "name": "Web_Submissions",
      "kind": "PowerQuery",
      "tables": ["form_submissions"]
    }
  ],
  "unification": {
    "rules": [
      {
        "field": "emailaddress1",
        "type": "exact",
        "weight": 1.0
      }
    ]
  }
}

Refer to the exhibit.

{
  "prediction": {
    "modelType": "custom",
    "target": "Purchase",
    "timeWindow": 30,
    "features": [
      "TotalSpend",
      "DaysSinceLastPurchase",
      "EmailClickRate"
    ],
    "output": "PurchaseLikelihoodScore"
  }
}

Refer to the exhibit.

{
  "segment": {
    "name": "HighValueCustomers",
    "criteria": {
      "measure": "TotalSpend",
      "operator": "greaterThan",
      "value": 5000
    }
  }
}

Refer to the exhibit.

{
  "dataSourceId": "pos_system",
  "entities": ["transactions"],
  "unification": {
    "matchConditions": [
      {
        "field1": "email",
        "field2": "email_address",
        "similarity": "exact"
      }
    ]
  }
}

Refer to the exhibit.

{
  "measures": [
    {
      "name": "Customer Lifetime Value",
      "aggregation": "sum",
      "field": "transaction_amount",
      "filters": [
        {"field": "transaction_date", "operator": ">=", "value": "2025-01-01"}
      ]
    }
  ]
}

Refer to the exhibit.

{
  "segment": {
    "name": "High-Value Customers",
    "criteria": {
      "measure": "Customer Lifetime Value",
      "operator": ">",
      "value": 1000
    }
  }
}

Refer to the exhibit. The following is a JSON snippet from a Dynamics 365 Customer Insights data unification configuration:
{
  "dataSources": [
    {
      "name": "CRM",
      "entities": ["Contact", "Account"]
    },
    {
      "name": "Loyalty",
      "entities": ["Member", "Transaction"]
    }
  ],
  "matchRules": [
    {
      "matchCondition": "Contact.Email = Member.Email",
      "mergeStrategy": "PriorityBased",
      "priorityOrder": ["CRM", "Loyalty"]
    }
  ]
}

Refer to the exhibit. The following is a KQL query from a Customer Insights environment:
CustomerInsights
| where CustomerId == "12345"
| project CustomerId, PurchaseAmount, PurchaseDate
| summarize TotalSpend = sum(PurchaseAmount) by CustomerId

Refer to the exhibit. The following is a configuration snippet from Customer Insights:
{
  "enrichment": {
    "source": "Microsoft",
    "type": "Interest",
    "outputEntity": "CustomerInterest"
  }
}

Refer to the exhibit.

{
  "name": "CustomerProfile",
  "attributes": [
    {"name": "CustomerId", "dataType": "string"},
    {"name": "FirstName", "dataType": "string"},
    {"name": "LastName", "dataType": "string"},
    {"name": "Email", "dataType": "string"},
    {"name": "TotalPurchaseAmount", "dataType": "decimal"}
  ],
  "keys": [
    {"name": "CustomerId", "isPrimary": true}
  ]
}

Refer to the exhibit.

{
  "segments": [
    {
      "name": "HighValueCustomers",
      "criteria": {
        "operator": "and",
        "conditions": [
          {"field": "TotalPurchaseAmount", "operator": "greaterThan", "value": 500},
          {"field": "TotalPurchaseAmount", "operator": "lessThan", "value": 2000}
        ]
      }
    }
  ]
}

Refer to the exhibit.

{
  "enrichments": [
    {
      "name": "DemographicEnrichment",
      "provider": "Microsoft",
      "attributes": [
        {"sourceAttribute": "CustomerId", "targetAttribute": "CustomerId"},
        {"sourceAttribute": "PostalCode", "targetAttribute": "PostalCode"}
      ]
    }
  ]
}

Refer to the exhibit. The following JSON shows a snippet from a Customer Insights activity mapping configuration:

{
  "activityType": "Purchase",
  "source": "salesforce",
  "mapping": {
    "CustomerId": "AccountId",
    "Timestamp": "OrderDate",
    "Details": {
      "ProductName": "Product",
      "Amount": "Total"
    }
  }
}

Refer to the exhibit. The following is a portion of a KQL query used in Customer Insights:

CustomerInsights
| where Timestamp >= datetime(2024-01-01)
| summarize TotalPurchases = sum(Amount) by CustomerId
| where TotalPurchases > 500

Refer to the exhibit. The following is a snippet from a Customer Insights configuration:

{
  "matchRule": {
    "conditions": [
      {
        "attribute": "Email",
        "operator": "ExactMatch",
        "label": "Email"
      }
    ]
  }
}

Refer to the exhibit.

{
  "name": "CustomerUnificationConfig",
  "dataSources": [
    {
      "id": "ds_orders",
      "kind": "Power Query",
      "entities": [
        {
          "name": "Orders",
          "fields": ["OrderID", "CustomerID", "OrderDate", "Amount"]
        }
      ]
    },
    {
      "id": "ds_web",
      "kind": "Power Query",
      "entities": [
        {
          "name": "WebVisits",
          "fields": ["VisitID", "CustomerID", "Page", "Duration"]
        }
      ]
    }
  ],
  "unify": {
    "match": {
      "rules": [
        {
          "entity1": "Orders",
          "entity2": "WebVisits",
          "conditions": [
            {
              "field1": "CustomerID",
              "field2": "CustomerID",
              "operator": "equals"
            }
          ]
        }
      ]
    },
    "merge": {
      "conflictResolution": "SourceOrder",
      "sourceOrder": ["ds_orders", "ds_web"]
    }
  }
}

Refer to the exhibit.

{
  "triggers": [
    {
      "id": "btn_click",
      "name": "ButtonClicked",
      "entityType": "Contact",
      "eventType": "CustomEvent",
      "fields": ["ContactId", "ButtonName", "Timestamp"]
    }
  ],
  "segments": [
    {
      "id": "active_users",
      "name": "Active Users",
      "entityType": "Contact",
      "query": "Contact.Status eq 'Active'"
    }
  ],
  "journeys": [
    {
      "id": "welcome",
      "name": "Welcome Journey",
      "trigger": "btn_click",
      "segment": "active_users",
      "actions": [
        {
          "type": "SendEmail",
          "emailTemplate": "WelcomeEmail"
        }
      ]
    }
  ]
}

Refer to the exhibit.

{
  "dataSource": {
    "kind": "Power Query",
    "entities": [
      {
        "name": "Customer",
        "fields": ["CustomerId", "Name", "Email", "LoyaltyPoints"]
      },
      {
        "name": "Purchase",
        "fields": ["PurchaseId", "CustomerId", "Product", "Amount", "Date"]
      }
    ]
  },
  "unify": {
    "match": {
      "rules": [
        {
          "entity1": "Customer",
          "entity2": "Purchase",
          "conditions": [
            {
              "field1": "CustomerId",
              "field2": "CustomerId",
              "operator": "equals"
            }
          ]
        }
      ]
    },
    "merge": {
      "conflictResolution": "LastUpdated",
      "sourceOrder": []
    }
  }
}

Refer to the exhibit.

```json
{
  "dataSource": {
    "name": "SalesData",
    "kind": "Dynamics365",
    "entities": [
      {
        "name": "Account",
        "fields": ["accountid", "name", "revenue"]
      }
    ]
  }
}
```

Refer to the exhibit.

```json
{
  "unification": {
    "matchingRules": [
      {
        "ruleName": "EmailMatch",
        "type": "exact",
        "fields": ["email"]
      }
    ]
  }
}
```

Refer to the exhibit.

```json
{
  "segment": {
    "name": "HighValue",
    "criteria": "Customer.TotalSpend > 10000"
  }
}
```

{
  "matchingRules": [
    {
      "name": "EmailMatch",
      "type": "standard",
      "conditions": [
        {
          "attribute": "email",
          "operator": "exactMatch",
          "confidenceLevel": "high"
        }
      ]
    },
    {
      "name": "NameAndCityMatch",
      "type": "standard",
      "conditions": [
        {
          "attribute": "fullname",
          "operator": "fuzzyMatch",
          "confidenceLevel": "medium"
        },
        {
          "attribute": "city",
          "operator": "exactMatch",
          "confidenceLevel": "medium"
        }
      ]
    }
  ]
}