MB-910 Describe Dynamics 365 Customer Insights Practice Question
You are a Dynamics 365 consultant for a multinational retail chain with operations in the US, Europe, and Asia. The company uses Dynamics 365 Customer Insights to create a single view of the customer across all regions. Each region has its own instance of Dynamics 365 Sales and separate data sources (POS, e-commerce, loyalty). The marketing team wants to create a global segment of customers who have purchased in at least two different regions in the past year. Currently, Customer Insights is set up with separate data unification processes for each region, and the unified profiles are not linked across regions. You need to design a solution to achieve the global segment. What should you do?
⚠ Common exam trap
Candidates often think a single environment with all raw data (Option A) is the simplest solution, but they overlook that Customer Insights supports cross-environment data ingestion and matching, which is more efficient and preserves existing regional data governance.
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Set up a new Customer Insights environment that ingests data from each regional environment via Power Query and configure a cross-region matching rule using a common identifier such as email
It leverages a dedicated Customer Insights environment to ingest data from each regional environment via Power Query, enabling a cross-region matching rule using a common identifier like email. This approach creates a unified global customer view without duplicating or manually reconciling data, directly supporting the creation of a segment of customers who have purchased in at least two regions.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Re-create all data sources in a single Customer Insights environment and run unification globally
Why it's wrong here
This may violate data residency and is complex to restructure.
- ✗
Export all unified profiles from each region to a common Excel file and manually identify duplicates, then import the combined list as a new segment
Why it's wrong here
Manual work is error-prone and not a sustainable solution.
- ✗
Use Power BI to combine the regional unified profiles and create the segment directly in Power BI
Why it's wrong here
Power BI is for analytics, not for creating segments in Customer Insights.
- ✓
Set up a new Customer Insights environment that ingests data from each regional environment via Power Query and configure a cross-region matching rule using a common identifier such as email
Why this is correct
This approach uses a global environment to unify data from regions, enabling cross-region matching.
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