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| Section | Weight | Objectives |
|---|
| Configure Insights and Customer Card | 10-15% | - Configure subscriptions and alerts
- 1. Configure threshold-based alerts
- 2. Configure automated subscriptions
- 3. Configure notification preferences
- Configure customer insights card
- 1. Configure real-time and batch insights
- 2. Configure card visibility and permissions
- 3. Configure card components and layout
|
| Configure Data Ingestion | 20-25% | - Manage data transformations
- 1. Configure data mapping and field transformations
- 2. Validate and monitor data quality during ingestion
- 3. Configure data enrichment processes
- Configure data sources and connectors
- 1. Configure data import schedules and mappings
- 2. Configure Microsoft connectors for data ingestion
- 3. Configure custom data sources
|
| Configure Customer Data Privacy Settings and Establish Data Policies | 20-25% | - Configure data policies
- 1. Implement data masking and anonymization
- 2. Configure data retention and lifecycle policies
- 3. Configure data policies for compliance requirements
- Configure customer profile configuration
- 1. Configure unified customer profile schema
- 2. Configure customer identifier and primary key settings
- 3. Configure consent and preference settings
|
| Manage Overlapping Identities and Unify Customer Profiles | 15-20% | - Configure identity resolution
- 1. Manage identity relationships and graphs
- 2. Configure identity matching rules and thresholds
- 3. Configure deduplication and merging rules
- Manage unified profiles
- 1. Validate unified customer profiles
- 2. Configure confidence scoring for merged profiles
- 3. Review and resolve identity conflicts
|
| Create and Configure Segments and Measures | 25-30% | - Create and configure measures
- 1. Configure metric hierarchies
- 2. Create computed attributes and measures
- 3. Create measures using calculations and aggregations
- 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
|
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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q54-Q59):
NEW QUESTION # 54
The sellers at your organization are keen to adopt generative Al capabilities and use them efficiently.
They have been editing Contact records directly in Copilot for Sales and have now provided feedback that they would be more productive if they could also edit Account records directly in Copilot for Sales.
However, the vice president of sales does NOT want the sellers to be able to edit the "Revenue Forecast" field in Copilot for Sales.
You need to enable these requirements.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer are a. Arrange the four actions in the correct order.

Answer:
Explanation:

Reference:
By following these steps, you enable the sellers to edit Account records in Copilot for Sales while restricting access to the "Revenue Forecast" field, ensuring both productivity and compliance with organizational policies.
NEW QUESTION # 55
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?
- A. Salesperson
- B. System customizer
- C. Sales team member
- D. Vice president of sales
Answer: D
Explanation:
* To assign salespeople to sales territories, the user needs permissions to manage territory assignments, which is typically a higher-level responsibility.
* The Vice president of sales role includes privileges related to managing sales territories, unlike the Sales team member or Salesperson roles, which are more focused on direct sales tasks.
* The System customizer role does not specifically grant territory management permissions and is more focused on customization and configuration tasks.
NEW QUESTION # 56
You need to create a Trend chart.
Which two types of columns can you add to the Trend chart? Each correct answer presents a complete solution. (Choose two.) NOTE: Each correct selection is worth one point.
- A. Rollup
- B. Simple
- C. Hierarchy related
- D. Calculated
Answer: A,D
Explanation:
Only Roll up and Calculated type columns have the checkbox option for "Show in Trend Chart", for other types of columns (e.g. Quota column which has Simple type) this checkbox option is hidden as shown below:
Note:
Enhanced configuration is available for the Trend chart and Flow chart within Microsoft Dynamics
365 Sales Insights.
Enable Trend chart using the "Show in Trend Chart" checkbox setting:
The Trend chart is now available as a part of the Predictive forecasting feature.
You need to select/deselect the "Show in Trend Chart" checkbox at the time of configuring the specific column inside the forecast configuration.
Navigate to App settings > under Forecast configurations > Open the appropriate "Forecast configuration" record > navigate to the "Layout" step > under the appropriate column (e.g. Won column) > click on the setting icon as highlighted below:
Only Roll up and Calculated type columns have the checkbox option for "Show in Trend Chart", for other types of columns (e.g. Quota column which has Simple type) this checkbox option is hidden as shown below:
NEW QUESTION # 57
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.

Answer:
Explanation:

NEW QUESTION # 58
You are working with a customer who has implemented the Dynamics 365 App for Outlook for their sales organization.
The customer has modified the App for Outlook Contact Card form to change the information displayed.
However, they noticed that some modifications made are NOT displayed on the Track Regarding contact form in the App for Outlook.
You need to identify the modifications that will NOT display within Outlook.
Which two form modifications should you identify? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
- A. Configuring five (5) fields on the form.
- B. Adding a subgrid of related activities for the contact.
- C. Replacing the mobile phone with the company name.
- D. Removing both phone number fields.
Answer: A,C
NEW QUESTION # 59
......
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