MB-910 Describe Dynamics 365 Customer Insights Practice Question
Your Customer Insights environment has multiple data sources with conflicting customer IDs. Some records from the loyalty system use email as ID, while the POS system uses a customer number. Which matching rule strategy should you use to unify these records?
⚠ Common exam trap
Many exam-takers assume fuzzy matching on names is a safe fallback, but Microsoft specifically warns that name-based matching is error-prone and should only be used when no other unique identifiers are available.
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
✓
Use conditional matching rules based on email and phone
Conditional matching rules allow you to define multiple conditions (e.g., match on email if available, otherwise match on phone) to resolve conflicts between different customer ID formats. This is the recommended approach in Dynamics 365 Customer Insights when data sources use different identifiers, as it maximizes the likelihood of correctly unifying records without requiring a single common key.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✓
Use conditional matching rules based on email and phone
Why this is correct
Matches on shared attributes when ID is different.
- ✗
Use exact match on customer numbers only
Why it's wrong here
IDs are different; exact match fails.
- ✗
Set a priority order and keep the first source's ID
Why it's wrong here
This loses data from other sources.
- ✗
Use fuzzy matching on first and last name
Why it's wrong here
Names may have variations.
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Written by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
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