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| Section | Weight | Objectives |
|---|
| Topic 1: Configure Insights and Customer Card | 10-15% | - Configure customer insights card
- 1. Configure real-time and batch insights
- 2. Configure card components and layout
- 3. Configure card visibility and permissions
- Configure subscriptions and alerts
- 1. Configure threshold-based alerts
- 2. Configure notification preferences
- 3. Configure automated subscriptions
|
| Topic 2: Create and Configure Segments and Measures | 25-30% | - Create and configure customer segments
- 1. Configure dynamic and static segments
- 2. Create segment definitions using conditions and combinations
- 3. Create segments based on customer activities and attributes
- Create and configure measures
- 1. Create measures using calculations and aggregations
- 2. Configure metric hierarchies
- 3. Create computed attributes and measures
|
| Topic 3: Manage Overlapping Identities and Unify Customer Profiles | 15-20% | - Configure identity resolution
- 1. Manage identity relationships and graphs
- 2. Configure deduplication and merging rules
- 3. Configure identity matching rules and thresholds
- Manage unified profiles
- 1. Configure confidence scoring for merged profiles
- 2. Validate unified customer profiles
- 3. Review and resolve identity conflicts
|
| Topic 4: Configure Data Ingestion | 20-25% | - Manage data transformations
- 1. Validate and monitor data quality during ingestion
- 2. Configure data mapping and field transformations
- 3. Configure data enrichment processes
- Configure data sources and connectors
- 1. Configure Microsoft connectors for data ingestion
- 2. Configure data import schedules and mappings
- 3. Configure custom data sources
|
| Topic 5: Configure Customer Data Privacy Settings and Establish Data Policies | 20-25% | - Configure customer profile configuration
- 1. Configure customer identifier and primary key settings
- 2. Configure unified customer profile schema
- 3. Configure consent and preference settings
- Configure data policies
- 1. Configure data policies for compliance requirements
- 2. Configure data retention and lifecycle policies
- 3. Implement data masking and anonymization
|
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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q125-Q130):
NEW QUESTION # 125
The analytics team at your organization has created Power Bl reports that enrich data about your accounts from Dynamics 365 Sales with data NOT contained in Dynamics 365 Sales. The Power Bl reports are referenced by your executive leadership as the primary source of truth about account success metrics. Sales leadership has requested that sales users can see these insights about the accounts they have access to within Dynamics 365 Sales. You need to enable the insights to be available to sales users in Dynamics 365 Sales.
What should you do?
- A. Embed the Power Bl Dashboard as a dashboard in the Dynamics 365 Sales application.
- B. Embed the Power Bl report using contextual filtering for accounts.
- C. Create a dashboard in Dynamics 365 Sales that contains account data.
- D. Provide a link to the Power Bl report in the ribbon on the account form.
Answer: B
NEW QUESTION # 126
A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes.
You need to set up a unit group so that the manufacturer can sell different quantities.
What should you create first?
- A. base unit
- B. related unit
- C. primary unit
Answer: A
Explanation:
In Dynamics 365, when setting up a unit group for products like batteries that will be sold in different quantities (boxes of 12 and cases of 24 boxes), you first need to create a base unit. The base unit serves as the fundamental measurement for the product, which in this case would likely be the individual battery.
Once the base unit is established, you can then create related units, such as:
Primary Unit: This could be the box (12 batteries) for regular sales.
Related Unit: This could be the case (24 boxes).
Setting up the base unit is essential as it defines the foundation for all related units in the unit group.
NEW QUESTION # 127
A company manually assigns leads to salespeople.
The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access the Assignment rules area.
You need to request access from the administrator.
Which security role should you request?
- A. Sales Manager
- B. Playbook Manager
- C. Vice President of Sales
- D. Sequence Manager
Answer: D
Explanation:
Dynamics 365 Sales, Create and activate assignment rules
You can create and manage sequences and assignment rules through navigating to 'Personal Settings' area if users have sequence manager role.

Reference:
https://community.dynamics.com/forums/thread/details/?threadid=36a7818d-0ff5-48c8-a9ea-f9b25d8d9e7e
NEW QUESTION # 128
BDM3 is reviewing relationship analytics for several Northwind Traders opportunities.
You need to help BDM3 understand which internal and external contacts are considered contacts of interest for relationship analytics KPI calculations for the two opportunities shown in the following exhibit.

Use the drop-down menus to select the answer choice that completes each statement.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

Explanation:

BDM2 is a contact of interest for # both the London Office and Toronto Office opportunities.
BDM2 is a sales team member for all Northwind Traders opportunities, meaning they are involved in both the London Office and Toronto Office opportunities.
BDM3 is a contact of interest for # the Toronto Office opportunity.
BDM3 owns all Northwind Traders opportunities except those owned by BDM1. Since BDM1 owns the London Office opportunity, BDM3 is only involved in the Toronto Office opportunity.
Client Contact2 is a contact of interest for # the Toronto Office opportunity.
The Toronto Office opportunity lists Client Contact2 as the primary contact, making them a contact of interest for that opportunity.
Client Contact1 is a contact of interest for # the London Office opportunity.
The London Office opportunity lists Client Contact1 as the primary contact, making them a contact of interest for that opportunity.
NEW QUESTION # 129
An organization is using Microsoft Power Query when connecting to data sources in Dynamics
365 Customer Insights - Data.
You need to load contacts to Customer Insights - Data using Power Query.
Which is an appropriate action to take when using Power Query to ingest data?
- A. You can add additional tables to the data source using Get Data functionality in the Power Query.
- B. You can only add additional columns to the dataset in Power Query before the data source is created in Customer Insights - Data.
- C. You must create a separate Power Query data source for each table you wish to ingest.
- D. After you save a Power Query data source, you have to manually trigger the initial refresh process.
Answer: A
Explanation:
When using Power Query in Dynamics 365 Customer Insights - Data, you have the flexibility to add additional tables to your data source through the Get Data functionality. This allows you to manage multiple tables and sources efficiently within a single Power Query environment.
NEW QUESTION # 130
......
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