MB-910 Describe Dynamics 365 Customer Insights Practice Test 9 — 15 Questions

Question 1

A business analyst wants to create a measure that calculates the average order value for customers. Where in Dynamics 365 Customer Insights would they define this calculation?

Accepted Answer

Measures. In Dynamics 365 Customer Insights, measures are used to define calculated metrics such as average order value. Measures aggregate data from your data sources using formulas (e.g., SUM, AVERAGE) and are stored as KPIs that can be used in segments, insights, or dashboards. This is the correct location for defining custom calculations like average order value.

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Data sources

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Segments

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Predictions

Question 2

A company wants to enrich customer profiles with external demographic data from a third-party provider. Which feature in Customer Insights allows them to import and map this data?

Accepted Answer

Data sources. Option A is correct because Data sources allow importing from various sources, including third-party connectors. Option B is wrong because Enrichment is a separate step that uses data already in the system. Option C is wrong because Connectors is part of Data sources. Option D is wrong because Data profiling analyzes data quality, not import.

Answer

Data profiling

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Connectors

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Enrichment

Question 3

A customer data platform administrator notices that duplicate customer records appear after unification. They want to review and adjust the matching rules. Where in Customer Insights can they do this?

Accepted Answer

Data unification. Option D is correct because in Dynamics 365 Customer Insights, the matching rules that determine how duplicate customer records are identified and merged during the unification process are configured within the Data unification section. Specifically, after selecting data sources and mapping fields, the administrator defines match conditions (e.g., exact or fuzzy matching on email, phone) under the 'Match' step. Adjusting these rules directly controls how duplicates are detected and resolved during unification.

Answer

Duplicate detection

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Data sources

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Admin settings

Question 4

A company wants to provide customer service agents with a 360-degree view of customers, including purchase history and support interactions. Which Dynamics 365 application can consume Customer Insights unified profiles?

Accepted Answer

Dynamics 365 Customer Service. Dynamics 365 Customer Service can consume Customer Insights unified profiles to provide agents with a 360-degree view of customers, including purchase history and support interactions. This integration enriches the service experience by surfacing unified customer data directly within the agent interface, enabling personalized and context-aware support.

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Dynamics 365 Human Resources

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Dynamics 365 Finance

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Dynamics 365 Project Operations

Question 5

A marketing manager wants to use AI to generate personalized content for email campaigns based on customer preferences. Which feature in Customer Insights should they use?

Accepted Answer

Copilot. Copilot in Dynamics 365 Customer Insights uses generative AI to create personalized content, such as email copy, based on customer preferences and data. It directly addresses the marketing manager's need to generate tailored content without manual effort, leveraging natural language prompts and customer insights.

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Predictions

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Segmentation

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Measures

Question 6

Which TWO actions are performed during the data unification process in Dynamics 365 Customer Insights?

Accepted Answer

Merging duplicate records into a single profile. Option A is correct because the data unification process in Dynamics 365 Customer Insights includes deduplication, where duplicate records from the same or different sources are merged into a single, unified customer profile. This step ensures that each customer is represented once, eliminating fragmentation and providing a single source of truth.

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Enriching profiles with external demographic data

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Creating measures to calculate KPIs

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Creating segments for marketing campaigns

Question 7

Which THREE data sources can be used to ingest data into Dynamics 365 Customer Insights?

Accepted Answer

Power BI dataflows. Power BI dataflows are a valid data source for Dynamics 365 Customer Insights because they allow you to ingest, transform, and load data from various sources (e.g., databases, files, or cloud services) into Customer Insights. This integration leverages the Common Data Model to ensure data consistency and supports scheduled refreshes for up-to-date analytics.

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SharePoint Online

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Microsoft Excel files

Question 8

Which TWO features are available in Dynamics 365 Customer Insights to help understand customer behavior?

Accepted Answer

Predictions. Option B and Option D are correct. Measures help understand behavior through KPIs, and Predictions provide AI-driven insights. Option A is wrong because Data sources is just for import. Option C is wrong because Data unification is about merging data. Option E is wrong because Admin settings are for configuration.

Answer

Admin settings

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Data sources

Answer

Data unification

Question 9

You are reviewing the activity mapping configuration. The source system is Salesforce, and the target is Customer Insights. The mapping specifies that the CustomerId field is mapped from AccountId. What is the purpose of this mapping?

Accepted Answer

To specify which field in Salesforce corresponds to the customer identifier in the activity. Option D is correct because the mapping defines how fields from the source (Salesforce) are mapped to the Customer Insights activity schema. Option A is wrong because it is already mapped from AccountId, not to UnifiedCustomerId. Option B is wrong because the mapping is for activities, not customer profiles. Option C is wrong because the mapping is for fields, not relationship creation.

Answer

To define the relationship between Salesforce and Customer Insights customer profiles

Answer

To map the UnifiedCustomerId to the Salesforce AccountId

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To create a new relationship between the Purchase activity and the Customer entity

Question 10

You are analyzing customer purchase data. What does this KQL query return?

Accepted Answer

Customers with total purchases greater than 500 since 2024. The KQL query filters customer purchase data to include only records from the year 2024 onward, then groups by customer and sums their purchase amounts, finally returning only those customers whose total purchases exceed 500. This matches option A exactly.

Answer

Average purchase amounts for each customer since 2024

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Customers with total purchases greater than 500 in 2023

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Customers with total purchases less than 500 since 2024

Question 11

You are configuring a match rule for data unification. What does this rule specify?

Accepted Answer

Records with the exact same email address are considered a match. Option A is correct because in Dynamics 365 Customer Insights, a match rule defines the conditions under which two or more records are considered to represent the same entity (e.g., a customer). Specifying that records with the exact same email address are considered a match is a common and valid rule, as email addresses are typically unique identifiers. The rule uses exact matching logic, not fuzzy or similarity-based matching, to determine duplicates during data unification.

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Records with the same CustomerId are considered a match

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Records with the same name are considered a match

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Records with similar email addresses are considered a match

Question 12

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?

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

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Power Query Online

Question 13

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 14

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 apply them to journeys. Option D is correct because compliance profiles are designed for GDPR and other regulatory compliance. Option A (Subscription center) is for managing subscriptions but not explicit consent enforcement. Option B (Segment filters) can filter contacts but consent enforcement is handled by compliance profiles. Option C (Data privacy search) is for responding to data subject requests, not proactive consent management.

Answer

Segment filters

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Subscription center

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Data privacy search

Question 15

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