This MB-910 practice question tests your understanding of describe dynamics 365 customer insights. This is a configuration task: choose the command set that satisfies every stated requirement. Small differences — like 'secret' vs 'password' or 'transport input ssh' vs 'all' — change whether the answer is correct. After answering, compare your reasoning against the explanation and wrong-answer breakdown below. Once you have made your selection, read the full explanation to reinforce the concept and understand why each distractor is designed to mislead on exam day.
A company wants to use Dynamics 365 Customer Insights to create a unified customer profile. The data sources include a CRM system, a loyalty program database, and web analytics. What is the first step they should take?
Clue words in this question
Noticing these words before you look at the options changes how you read each choice.
Clue: "first"
Why it matters: Order matters here. You are being tested on which action comes before the others — not which action is generally useful.
Define unification rules
Why wrong: Unification rules are applied after data ingestion.
Set up connections to Power BI
Why wrong: Connections to Power BI occur after data is processed.
Configure data sources and ingest data
Data ingestion is the prerequisite for all subsequent steps.
Create a customer segment
Why wrong: Segmentation requires unified profiles.
Answer choices
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
Configure data sources and ingest data
In Dynamics 365 Customer Insights, the first step to creating a unified customer profile is to configure data sources and ingest data. Without data ingestion, there is no customer data to unify, segment, or analyze. This foundational step connects the CRM system, loyalty program database, and web analytics to the platform, enabling subsequent unification and segmentation.
Key principle: Answer the scenario, not the keyword: identify the specific constraint before choosing the most familiar-sounding option.
Answer analysis
For each option: why learners choose it and why it is or isn't the right answer here.
Define unification rules
Why it's wrong here
Unification rules are applied after data ingestion.
Set up connections to Power BI
Why it's wrong here
Connections to Power BI occur after data is processed.
Configure data sources and ingest data
Why this is correct
Data ingestion is the prerequisite for all subsequent steps.
Clue confirmation
The clue word "first" in the question point toward this answer.
Related concept
Read the scenario before looking for a memorised answer.
Create a customer segment
Why it's wrong here
Segmentation requires unified profiles.
Common exam traps
The trap here is that candidates may think defining unification rules is the first step because it sounds like the core of profile creation, but Microsoft explicitly requires data to be ingested first, as unification rules operate on existing data entities.
Detailed technical explanation
Data ingestion in Customer Insights supports multiple source types, including Dataverse, Azure Data Lake Storage, Power Query connectors, and custom APIs. The system uses a staging process where raw data is stored in entity tables before unification; this allows for incremental refreshes and historical tracking. A real-world scenario is a retailer ingesting daily loyalty transactions and weekly CRM exports, where the ingestion schedule must be configured before any identity resolution can occur.
Key takeaway
Answer the scenario, not the keyword: identify the specific constraint before choosing the most familiar-sounding option.
Real-world example
A cloud solutions architect for a retail company is evaluating services for a new workload. The correct answer here reflects best practice for the specific scenario described — not a general cloud recommendation. Answer the scenario, not the keyword: identify the specific constraint before choosing the most familiar-sounding option. Cloud exam questions reward reading the constraint carefully: the same technology can be right or wrong depending on the use case.
What to study next
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FAQ
Describe Dynamics 365 Customer Insights — This question tests Describe Dynamics 365 Customer Insights — Read the scenario before looking for a memorised answer..
The correct answer is: Configure data sources and ingest data — In Dynamics 365 Customer Insights, the first step to creating a unified customer profile is to configure data sources and ingest data. Without data ingestion, there is no customer data to unify, segment, or analyze. This foundational step connects the CRM system, loyalty program database, and web analytics to the platform, enabling subsequent unification and segmentation.
Identify which exam domain this question belongs to, review the core concept, then practise similar questions from the same domain.
Yes — watch for: "first". Order matters here. You are being tested on which action comes before the others — not which action is generally useful.
Read the scenario before looking for a memorised answer.
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Last reviewed: Jun 11, 2026
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