MB-910 Describe Dynamics 365 Customer Insights Practice Test 7 — 15 Questions

Question 1

A retail company uses Dynamics 365 Customer Insights - Data. They have multiple data sources: online transactions, loyalty program, and social media. They need to create a unified customer profile that resolves identities across these sources. Which process in Customer Insights should they configure to achieve this?

Accepted Answer

Data unification. Data unification in Dynamics 365 Customer Insights - Data is the process that matches and merges customer records from multiple data sources (online transactions, loyalty program, social media) into a single, unified customer profile. It resolves identity conflicts by using matching rules and deduplication to link records belonging to the same individual across disparate systems, enabling a 360-degree view of the customer.

Answer

Measures

Answer

Data transformation

Answer

Enrichment

Question 2

A marketing team wants to send personalized emails based on customer lifetime value (CLV) calculated in Dynamics 365 Customer Insights. Which Customer Insights capability should they use to define CLV?

Accepted Answer

Measures. Measures in Dynamics 365 Customer Insights allow you to define and calculate key performance indicators (KPIs) like customer lifetime value (CLV) using predefined or custom formulas. This capability aggregates customer data (e.g., purchase history, frequency, monetary value) to produce a numeric metric that can be used for personalization. Activities, Segments, and Relationships do not perform such calculations.

Answer

Activities

Answer

Segments

Answer

Relationships

Question 3

A company uses Dynamics 365 Customer Insights - Journeys to send email campaigns. They want to trigger a journey when a customer's predicted churn score exceeds 0.8. Which source should they use to trigger the journey?

Accepted Answer

Segment membership. Option C is correct because in Dynamics 365 Customer Insights - Journeys, a segment membership trigger starts a journey when a customer enters or leaves a defined segment. Since the predicted churn score is a calculated attribute that can be used to define a segment (e.g., customers with churn score > 0.8), the journey can be triggered by membership in that segment. This allows the system to react automatically to real-time customer insights without manual intervention.

Answer

Manual trigger

Answer

Event registration

Answer

Marketing form submission

Question 4

A financial services company uses Dynamics 365 Customer Insights - Data. They need to ensure customer data is protected according to GDPR. They want to automatically delete customer profiles after a retention period. Which feature should they configure?

Accepted Answer

Data privacy. Option A is correct because Customer Insights includes data privacy features to set retention policies and delete profiles. Option B is wrong because data sharing is about sharing with other systems. Option C is wrong because data sources are connections to data. Option D is wrong because enrichment adds data, not deletion.

Answer

Data sources

Answer

Enrichment

Answer

Data sharing

Question 5

A company wants to use Dynamics 365 Customer Insights to analyze customer purchase patterns over time. Which feature should they use to view trends and aggregate data?

Accepted Answer

Measures. Measures in Dynamics 365 Customer Insights are specifically designed to aggregate and summarize data, such as calculating total purchases, average order value, or frequency over time. This allows users to view trends and patterns in customer behavior by creating calculated metrics from raw data sources.

Answer

Enrichments

Answer

Segments

Answer

Data sources

Question 6

A company uses Dynamics 365 Customer Insights - Data and wants to create a segment of high-value customers based on their total purchase amount in the last 90 days. The purchase data is in a separate table. What must they first create to build this segment?

Accepted Answer

A relationship. To build a segment in Dynamics 365 Customer Insights - Data that references data from a separate table (e.g., purchase transactions), you must first define a relationship between the customer entity and that table. A relationship establishes the key mapping (e.g., CustomerID) that allows the system to join the tables and evaluate conditions like total purchase amount across the two datasets.

Answer

An enrichment

Answer

A measure

Answer

A new data source

Question 7

A company uses Dynamics 365 Customer Insights - Journeys. They have a journey that sends a discount offer to customers who have not made a purchase in 30 days. They notice that some customers are receiving the offer multiple times. Which journey setting should they modify?

Accepted Answer

Frequency capping. Frequency capping is the correct setting because it limits how many times a customer can enter or receive communications from a journey within a specified period. In Dynamics 365 Customer Insights - Journeys, this prevents customers who meet the trigger condition (e.g., no purchase in 30 days) from being re-entered into the same journey repeatedly, which is the root cause of receiving the offer multiple times.

Answer

Entity

Answer

Goal

Answer

Schedule

Question 8

A company uses Dynamics 365 Customer Insights - Data and wants to enrich customer profiles with demographic data from a third-party provider. Which feature should they use?

Accepted Answer

Enrichments. Enrichments in Dynamics 365 Customer Insights - Data allow you to augment existing customer profiles with additional data from third-party providers, such as demographic, firmographic, or interest data. This feature directly supports the goal of enriching profiles with external demographic information by matching customer identifiers against the provider's data and appending the results.

Answer

Data sources

Answer

Segments

Answer

Measures

Question 9

A company uses Dynamics 365 Customer Insights - Data to manage customer data. Which TWO features are part of Customer Insights - Data? (Select TWO.)

Accepted Answer

Data unification. Data unification is a core feature of Dynamics 365 Customer Insights - Data that allows you to ingest data from multiple sources, map fields, and merge duplicate records into a single, unified customer profile. This process uses matching rules and deduplication logic to create a 360-degree view of each customer, which is essential for downstream analytics and segmentation.

Answer

Event management

Answer

Email marketing

Answer

Journey orchestration

Question 10

A company uses Dynamics 365 Customer Insights - Journeys. Which THREE activities can be used in a journey? (Select THREE.)

Accepted Answer

Send push notification. Send push notification is a correct activity because Dynamics 365 Customer Insights - Journeys allows you to add push notification actions to a journey, enabling real-time engagement with customers via mobile apps. This leverages the customer's consent and device registration data to deliver targeted messages.

Answer

Update inventory

Answer

Generate invoice

Question 11

A company uses Dynamics 365 Customer Insights - Data. Which TWO data sources can be used to ingest data? (Select TWO.)

Accepted Answer

Power Query. Options B and D are correct. Power Query and Common Data Model are common data sources. Option A is wrong because Power Automate is an automation tool, not a data source. Option C is wrong because Power BI is a reporting tool. Option E is wrong because Microsoft Forms is not a direct data source in Customer Insights.

Answer

Microsoft Forms

Answer

Power Automate

Answer

Power BI

Question 12

You are reviewing the exhibit of a Customer Insights - Data entity definition. The company wants to create a segment of customers whose TotalPurchaseAmount is greater than 1000. Which attribute should be used in the segment condition?

Accepted Answer

TotalPurchaseAmount. Option D is correct because TotalPurchaseAmount is the attribute that contains the purchase amount. Option A is wrong because CustomerId is the identifier. Option B is wrong because FirstName is a name field. Option C is wrong because Email is a contact field.

Answer

CustomerId

Answer

FirstName

Answer

Email

Question 13

You are reviewing the exhibit of a segment definition in Customer Insights - Data. What is the purpose of this segment?

Accepted Answer

Identify customers with medium spending between 500 and 2000. Option C is correct because the segment definition in Customer Insights - Data uses a condition that filters for customers whose total spending falls within the range of 500 to 2000, inclusive. This is a typical numeric range condition in a segment builder, where the 'between' operator defines a lower and upper bound to capture medium-spending customers.

Answer

Identify customers with high spending above 2000

Answer

Identify all customers

Answer

Identify customers with low spending below 500

Question 14

You are reviewing the exhibit of an enrichment configuration in Customer Insights - Data. What is the purpose of this enrichment?

Accepted Answer

Add demographic data based on postal code. The enrichment configuration in Customer Insights - Data uses a data source (such as a postal code lookup service) to append demographic attributes (e.g., income level, age range, or household size) to existing customer profiles. This is correct because the exhibit shows an enrichment step that maps postal code to external demographic data, not a deduplication, purchase history, or churn calculation process.

Answer

Delete duplicate profiles

Answer

Add purchase history based on customer ID

Answer

Calculate churn probability

Question 15

A retail company wants to use Dynamics 365 Customer Insights to create a unified customer profile that combines data from their e-commerce platform, loyalty program, and in-store POS system. Which feature should they use to identify and merge duplicate customer records?

Accepted Answer

Match and merge. The 'Match and merge' feature in Dynamics 365 Customer Insights is specifically designed to identify duplicate customer records across different data sources (e-commerce, loyalty, POS) and unify them into a single, cohesive customer profile. It uses predefined or custom matching rules to detect duplicates based on attributes like email or phone number, then merges them while preserving the best data from each source.

Answer

Enrichment with external data

Answer

Data ingestion from various sources

Answer

Segmentation based on customer attributes