MB-910 Describe Dynamics 365 Customer Insights Practice Test 16 — 15 Questions

Question 1

A business analyst is working with Dynamics 365 Customer Insights - Data and wants to create a measure that calculates the total revenue per customer. They need to define the measure using data from the unified profile and a transactional data source. Where should they create this measure?

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

Accepted Answer

In the Measures section of Customer Insights - Data. In Customer Insights - Data, measures are created in the Measures section. This area allows analysts to define calculations that combine unified profile attributes with transactional data, such as total revenue per customer. Segments, Data sources, and Enrichment serve different purposes: segments group customers, data sources ingest data, and enrichment adds external data. Only Measures provides the functionality to define custom business metrics.

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In the Data sources section of Customer Insights - Data

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In the Segments section of Customer Insights - Data

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In the Enrichment section of Customer Insights - Data

Question 2

An administrator at a healthcare network is configuring Dynamics 365 Customer Insights - Data to unify patient data from a scheduling system, a billing system, and a patient portal. The administrator notices that some patients appear as multiple unified profiles because their records have slightly different name spellings and missing date-of-birth values. Which configuration should the administrator adjust to improve the accuracy of the unification?

Accepted Answer

Match rules in the unification settings. Match rules control how records from different sources are compared and merged during unification. By refining match rules, such as enabling fuzzy name matching and handling missing date-of-birth values appropriately, the administrator can reduce duplicate unified profiles and improve accuracy for the healthcare network.

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Data source refresh schedule

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Export destination for the unified profile

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Role-based access controls on the unified profile entity

Question 3

A telecommunications company is implementing Dynamics 365 Customer Insights - Data to build a unified customer view. The project team must configure the platform so that profiles are consolidated and usable for downstream analytics. Which two actions are required as part of a standard Customer Insights - Data implementation? (Choose two.)

Accepted Answer

Configure identity resolution rules to merge records that represent the same customer across sources.. A standard Customer Insights - Data implementation centers on ingesting source data with field mapping and configuring identity resolution to merge records into unified profiles. Optional activities such as publishing to Sales, building journeys, or writing custom plug-ins are not prerequisites for creating the unified customer view.

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Create at least one customer journey in Customer Insights - Journeys to trigger profile updates.

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Define a custom plug-in that executes on every profile update to enforce data quality.

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Publish the unified profiles to a Dynamics 365 Sales environment and enable the Sales Hub app for all users.

Question 4

A customer insights administrator at a financial services firm is configuring identity resolution in Dynamics 365 Customer Insights – Data. The firm has customer records from a CRM system, a call center system, and a web analytics platform. The administrator wants to ensure records that represent the same person are merged into one unified profile. Which order of steps should the administrator follow?

Accepted Answer

Define match rules, run the unification process, then review and refine the unified profiles.. Identity resolution in Customer Insights – Data relies on match rules to determine when records from different sources represent the same customer. These rules must be configured before unification runs, because unification uses them to merge records. After unification, administrators can review unified profiles and adjust rules for accuracy. This order ensures the firm combines CRM, call center, and web records correctly.

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Export all source records to a CSV file, manually deduplicate them, then import the clean file as a single source.

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Create a segment, define match rules, then run unification.

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Run unification with default settings, then define match rules based on the results.

Question 5

A customer insights administrator is configuring data unification in Dynamics 365 Customer Insights - Data. They have ingested customer data from three sources: a CRM system, an e-commerce platform, and a loyalty program. The administrator needs to ensure that records representing the same individual are matched across sources, even when names and email addresses are formatted differently. Which feature should they use to define matching rules?

Accepted Answer

Match rules. To unify customer records from multiple sources with inconsistent formatting, the administrator must define match rules. These rules specify which fields to compare and apply normalization and fuzzy logic to identify duplicates. Segments, measures, and relationships serve different purposes after or outside the unification step and cannot perform the required matching.

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Measures

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Segments

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Relationships

Question 6

A customer intelligence analyst is exploring the capabilities of Dynamics 365 Customer Insights – Data. The analyst wants to understand which features are available for enriching unified customer profiles and for using those profiles in downstream processes. Which TWO capabilities are provided by Customer Insights – Data? (Choose two.)

Accepted Answer

Enrich customer profiles with partner data such as demographics and interests.. Customer Insights – Data provides enrichment through partner data and the ability to export segments and measures to Microsoft Dataverse. These capabilities allow organizations to enhance unified profiles and make them available to other Dynamics 365 applications. Email campaigns, case management, and native Power BI authoring are handled by other services, so they are not features of Customer Insights – Data.

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Build and publish Power BI reports natively within Customer Insights – Data without external tools.

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Manage customer service cases and track resolution times within Customer Insights – Data.

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Create and send personalized email campaigns directly from the Customer Insights – Data interface.

Question 7

A customer experience manager at an online outdoor gear retailer wants to view a single, unified profile for each shopper that combines the shopper's recent web orders, loyalty point balance, and support ticket history. The company already ingests data from its e-commerce platform, loyalty system, and customer service platform into Dynamics 365 Customer Insights - Data. Where should the manager go to view these unified customer profiles?

Accepted Answer

Customer profiles page under Data > Customers in Customer Insights - Data. Unified customer profiles are viewed on the Customer profiles page in Customer Insights - Data. That page consolidates data from all ingested sources after unification, allowing a manager to see a single view of a shopper, including orders, loyalty balance, and support history. The other pages manage segments, measures, or data source connections, and do not display the merged individual profile.

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Measures page under Insights > Measures in Customer Insights - Data

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Segments page under Insights > Segments in Customer Insights - Data

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Data sources page under Data > Data sources in Customer Insights - Data

Question 8

A customer insights administrator is configuring a new data source in Dynamics 365 Customer Insights – Data. The source is an Azure SQL Database that contains customer records with fields such as CustomerID, Name, Email, and Phone. The administrator needs to ensure that the data is ingested correctly and can be used for unification. Which step should they take first after creating the data source?

Accepted Answer

Select the tables and fields to ingest, and define primary keys.. The first step after creating a data source is to select the tables and fields to ingest and define primary keys. This ensures that data is correctly structured for subsequent unification and analysis. Match and merge rules, refresh schedules, and segments come later in the process.

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Set up a refresh schedule for the data source.

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Configure match and merge rules for unification.

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Create segments using the ingested data.

Question 9

A company uses Dynamics 365 Customer Insights - Data to unify customer profiles from multiple sources. They want to ensure that the unification process correctly identifies unique customers even when some source records have missing or inconsistent data. Which two configuration steps should they perform to improve match accuracy? (Choose two.)

Accepted Answer

Define match rules that use multiple attributes, such as email, phone, and name, with fuzzy matching enabled.. To improve match accuracy in Customer Insights - Data, it is essential to use multiple attributes with fuzzy matching and to normalize data formats. These steps help the unification process correctly identify unique customers despite missing or inconsistent data. Deduplication in source systems, custom concatenated keys, and including unmatched profiles do not directly enhance the matching logic.

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Enable the 'include unmatched profiles' option to ensure all records are considered in the unification.

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Set up a deduplication rule that removes duplicate records from the source systems before ingestion.

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Configure the unification process to use a custom matching key that concatenates first name and last name.

Question 10

A marketing analyst at a subscription-based meal kit company is building a segment in Dynamics 365 Customer Insights - Data. The analyst wants to include customers who have placed at least three orders in the last 90 days and who have not canceled their subscription. Which tool should the analyst use to define this segment?

Accepted Answer

Segment builder with drag-and-drop attributes and measures. The segment builder is the dedicated tool for defining customer segments based on attributes, measures, and relationships. It supports conditions like order count within a time period and subscription status, and the resulting segment updates as data refreshes. Other tools are for data transformation, manual review, or metric calculation, and do not create dynamic segments.

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Power Query editor to transform and filter customer records

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Measure builder to create a calculated metric for order frequency

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Customer profile page to manually tag customers matching the criteria

Question 11

A marketing team at a global retailer is using Dynamics 365 Customer Insights to create segments for personalized campaigns. They want to build a segment that includes customers who have made a purchase in the last 30 days AND have a loyalty tier of Gold OR Platinum. Which two segment builder features should they use to achieve this? (Choose two.)

Accepted Answer

Customer attributes to filter on loyalty tier and last purchase date. To build a segment with conditions on purchase recency and loyalty tier combined with AND/OR, you need customer attributes to filter on those fields and set operators to combine them logically. Attributes provide the data points, while set operators allow the AND between recency and the OR between tiers. Together, they enable the precise segment definition required.

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AI-driven suggestions to automatically generate segment rules

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Measures to calculate aggregated values like total spend

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Export destinations to send segment data to marketing platforms

Question 12

A marketing analyst needs to create a segment of customers who have purchased a specific product in the last 30 days. The purchase data is stored in a separate transactional table that is linked to the unified customer profile. Which type of segment should the analyst create?

Accepted Answer

A segment based on measures that aggregate purchase data.. To segment customers based on purchase behavior, you need to use measures that aggregate transactional data. Measures can calculate things like last purchase date or purchase frequency for a product, and then you can use those measures as conditions in a segment. Demographic attributes, static lists, and enrichment data do not capture the required purchase behavior.

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A segment based on demographic attributes from the unified profile.

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A segment based on enrichment data from a third-party provider.

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A segment based on a static list of customer IDs imported from a file.

Question 13

A business analyst at a healthcare organization is using Dynamics 365 Customer Insights - Data to create a measure that calculates the total number of appointments per customer. They have a unified customer profile and an activity table containing appointment records. Which tool should they use to define this measure?

Accepted Answer

The measure builder. The measure builder is the correct tool for defining custom calculations like total appointments per customer. It uses unified customer profiles and related activity tables to compute measures. The segment builder, data ingestion wizard, and enrichment hub serve different purposes and cannot create measures.

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The data ingestion wizard

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The enrichment hub

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The segment builder

Question 14

A customer insights administrator at a financial services firm needs to add external demographic data, such as household income and age range, to the unified customer profiles in Dynamics 365 Customer Insights - Data. The firm wants to enrich profiles without building custom integrations. Which feature should the administrator use?

Accepted Answer

Enrichment with Microsoft partners in the Customer Insights - Data hub. Customer Insights - Data includes built-in enrichment from Microsoft partners, which allows administrators to add external demographic data like household income and age range to unified profiles without custom code. This feature is accessed from the hub and is designed for exactly this purpose. Other options involve custom development or manual effort, which the firm wants to avoid.

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Power Automate flow to call a third-party API and update profiles

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Manual import of a CSV file containing demographic data

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Azure Data Factory pipeline to merge external data into the data lake

Question 15

A business analyst is exploring Dynamics 365 Customer Insights - Data and wants to understand how the system handles customer data from multiple sources. They ask: what is the primary purpose of the unification process?

Accepted Answer

To create a single, unified customer profile by merging duplicate records from different sources.. The unification process in Customer Insights - Data is specifically for matching and merging customer records from multiple sources to create a single, comprehensive profile. This enables a complete view of each customer, which is essential for segmentation, personalization, and analytics. Other activities like transformation, data quality, and KPI calculation are separate steps.

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To calculate key performance indicators (KPIs) from customer data.

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To enforce data quality rules and remove invalid records.

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To transform raw data into a standardized format for reporting.