MB-910 Describe Dynamics 365 Customer Insights Practice Test 12 — 15 Questions

Question 1

A marketing manager wants to use Dynamics 365 Customer Insights to create a unified customer profile from transactional data stored in Azure SQL Database and engagement data from Dynamics 365 Marketing. Which data source type should they configure in Customer Insights - Data to connect to the Azure SQL Database?

Choose an answer to begin — your selection is scored in the full session.

Accepted Answer

Azure SQL Database connector. The Azure SQL Database connector is the correct data source type because it directly ingests transactional data from Azure SQL Database into Customer Insights - Data, enabling the creation of unified customer profiles. This connector supports incremental updates and schema mapping, which are essential for merging transactional data with engagement data from Dynamics 365 Marketing.

Answer

Export destination

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Common Data Model folder

Answer

Power Query Online

Question 2

A retail company uses Dynamics 365 Customer Insights - Data to unify customer data from multiple sources. After running the data unification process, they notice that some duplicate records were not merged. Which step in the data unification process should they review to adjust the matching rules?

Accepted Answer

Match. The Match step in Dynamics 365 Customer Insights - Data is where you define and configure matching rules (e.g., fuzzy matching, exact matching, or custom conditions) to identify duplicate records across unified data sources. If duplicates were not merged, the matching rules likely need adjustment—such as lowering the confidence threshold or adding additional fields—to improve duplicate detection. Reviewing the Match step allows you to refine these rules and ensure more accurate record unification.

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Ingest

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Merge

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Enrich

Question 3

A multinational corporation uses Dynamics 365 Customer Insights - Journeys to send personalized email campaigns. They want to ensure that customers in the European Union receive only emails for which they have given explicit consent, as required by GDPR. Which feature should they configure to manage consent at the contact level and enforce it in journey segments?

Accepted Answer

Compliance profiles. Compliance profiles in Customer Insights - Journeys allow organizations to manage consent settings and enforce them in journey segments, ensuring that only contacts with explicit consent are included in email campaigns, as required by GDPR. Option B (Compliance profiles) is correct because it directly handles consent management and enforcement. Option A (Segment filters) can filter contacts but does not enforce consent compliance. Option C (Subscription center) manages subscription preferences, but it does not enforce explicit consent for GDPR. Option D (Data privacy search) is used to respond to data subject requests, not for proactive consent management.

Answer

Segment filters

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Subscription center

Answer

Data privacy search

Question 4

A sales manager wants to use Dynamics 365 Customer Insights - Journeys to send a follow-up email to all contacts who attended a recent webinar. The webinar attendance data is stored in a custom table in Dynamics 365. Which type of segment should they create to target these contacts?

Accepted Answer

Dynamic segment. A dynamic segment is the correct choice because it automatically updates membership based on real-time data and conditions, such as a custom table recording webinar attendance. This ensures that as new contacts attend webinars, they are automatically included in the segment without manual intervention, making it ideal for targeting contacts based on evolving criteria.

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Deployed segment

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Static segment

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Custom segment

Question 5

A company is implementing Dynamics 365 Customer Insights - Data to create a 360-degree customer view. They have data in an on-premises SQL Server database, Dynamics 365 Sales, and third-party survey data in CSV files. Which THREE data ingestion methods are available in Customer Insights - Data to bring this data into the system? (Choose three.)

Accepted Answer

Microsoft Power Query. Microsoft Power Query is correct because it is the primary data ingestion method in Customer Insights - Data for connecting to on-premises SQL Server databases, Dynamics 365 Sales, and CSV files. It provides a graphical interface to transform and load data from these sources into the unified customer profile, supporting both direct query and import modes.

Answer

Export destinations

Answer

Azure Data Lake Storage Gen1

Question 6

A company uses Dynamics 365 Customer Insights - Data to unify customer records. They want to enrich their customer profiles with data from external sources. Which THREE enrichment sources are available in Customer Insights - Data? (Choose three.)

Accepted Answer

Experian. Experian is a third-party data provider integrated with Dynamics 365 Customer Insights - Data, allowing organizations to enrich customer profiles with demographic, financial, and lifestyle data. This enrichment source is available out-of-the-box to append external attributes to unified customer records, improving segmentation and personalization.

Answer

Sales Insights

Answer

Power Query

Question 7

Refer to the exhibit. You are configuring data unification in Dynamics 365 Customer Insights - Data. After running the unification process, you notice that the merged profile contains the 'Amount' field from the Orders entity but the 'Duration' field from the WebVisits entity is missing. The conflict resolution is set to 'SourceOrder' with ds_orders first. Which action should you take to include the 'Duration' field in the unified profile?

Accepted Answer

Modify the merge configuration to include all fields from both entities in the output profile.. The 'Duration' field is missing because the merge configuration is set to 'SourceOrder' with ds_orders first, meaning only fields present in the first source (ds_orders) are included in the unified profile by default. To include fields from ds_web (like 'Duration'), you must modify the merge configuration to explicitly include all fields from both entities in the output profile, overriding the default source-order-based field selection.

Answer

Change the matching rule to include the 'Duration' field as a condition.

Answer

Add the 'Duration' field to the Orders entity definition.

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Reverse the source order to place ds_web first.

Question 8

Refer to the exhibit. In Dynamics 365 Customer Insights - Data, the merge configuration uses 'LastUpdated' conflict resolution. What does this setting imply for the unified customer profile when there is conflicting data between the Customer and Purchase entities?

Accepted Answer

The value from the entity that was last updated will be used.. When 'LastUpdated' conflict resolution is selected in Dynamics 365 Customer Insights - Data merge configuration, the unified customer profile uses the value from the entity (Customer or Purchase) that was most recently updated. This ensures that the freshest data takes precedence, regardless of entity priority or data source order.

Answer

The value from the entity with the highest priority will be used.

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The value from the Customer entity will always be used.

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The value from the most recent data source will be used.

Question 9

A company uses Dynamics 365 Customer Insights - Journeys to automate email marketing. They want to send a birthday offer email to contacts on their birthday. Which TWO components are required to achieve this? (Choose two.)

Accepted Answer

A trigger that fires when the contact's birthday equals today's date. A trigger in Dynamics 365 Customer Insights - Journeys defines the event that starts the journey. For a birthday offer, the trigger must fire when the contact's birthday equals today's date, initiating the email send. This is a time-based trigger that evaluates the contact's date of birth field against the current date.

Answer

A compliance profile

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A static segment of all contacts

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A condition to check if the contact has consented

Question 10

An organization uses Dynamics 365 Customer Insights - Data. They want to ensure that the customer profiles are enriched with demographic data from a third-party provider. Which THREE steps are necessary to set up enrichment? (Choose three.)

Accepted Answer

Select the fields to be enriched. In Dynamics 365 Customer Insights - Data, when setting up enrichment, you must select the specific fields (e.g., demographic attributes like age, income, or location) from your customer profile that you want to enrich with third-party data. This step defines which existing attributes will be updated or supplemented by the enrichment provider.

Answer

Create an export destination for the enriched data

Answer

Define a matching rule to merge enriched data

Question 11

A company uses Dynamics 365 Customer Insights - Journeys to run a multi-channel campaign. They want to send an SMS message to contacts who have an opt-in for SMS. Which entity should they use to store the consent status for each channel?

Accepted Answer

Contact. In Dynamics 365 Customer Insights - Journeys, consent for communication channels like SMS is stored directly on the Contact entity. Each contact record contains dedicated fields (e.g., 'Do not bulk email', 'Do not bulk SMS') that capture opt-in or opt-out status per channel. When a journey sends an SMS message, it checks the contact's SMS consent field to ensure compliance before delivering the message.

Answer

Lead

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Account

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Segment

Question 12

A retail company wants to create a unified customer profile by combining data from their online store, loyalty program, and in-store purchases. Which Dynamics 365 Customer Insights capability should they use?

Accepted Answer

Run data unification. The 'Run data unification' capability in Dynamics 365 Customer Insights is specifically designed to ingest data from multiple sources (e.g., online store, loyalty program, in-store purchases) and match, merge, and deduplicate records to create a single, unified customer profile. This process uses matching rules and deduplication logic to resolve identities across disparate systems, directly addressing the requirement for a combined customer view.

Answer

Create a prediction model

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Define a measure

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Create a segment

Question 13

A company wants to ensure customer data in Dynamics 365 Customer Insights complies with GDPR. Which feature helps manage consent?

Accepted Answer

Consent management. Consent management in Dynamics 365 Customer Insights is the dedicated feature for capturing, storing, and honoring customer consent preferences, which is essential for GDPR compliance. It allows organizations to define consent purposes (e.g., marketing email, data sharing) and automatically enforce those preferences in downstream activities like segmentation and journeys. Without this feature, the system would have no native mechanism to track or respect individual consent choices.

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Prediction models

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Measures

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Data unification

Question 14

An administrator notices that customer profiles in Dynamics 365 Customer Insights have duplicate records after data unification. What should they do to resolve this?

Accepted Answer

Adjust the deduplication rules. Deduplication rules in Dynamics 365 Customer Insights define how the system identifies and merges duplicate records during data unification. If duplicates remain after unification, adjusting these rules—such as modifying match conditions, similarity thresholds, or priority order—allows the system to correctly consolidate duplicate customer profiles without losing data or requiring a full re-run.

Answer

Add a custom field

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Delete one of the data sources

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Re-run data unification

Question 15

A marketing team wants to send a promotional email to customers who have a high likelihood of purchasing a new product. Which Dynamics 365 Customer Insights feature should they use?

Accepted Answer

Use a prediction model for purchase propensity. A prediction model for purchase propensity uses machine learning to analyze customer signals (e.g., browsing history, past purchases, demographics) and assign a probability score indicating how likely each customer is to buy a new product. This directly meets the marketing team's need to target high-likelihood customers, as it goes beyond simple historical data to predict future behavior.

Answer

Define a measure of average spend

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Create a segment based on past purchases

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Run data unification