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You are a Customer Data Platform Specialist. You need to design a process to share the unified customer profile with the sales team. The sales team uses the Dynamics 365 Sales app for marketing list generation. Which two conditions must be met to export segments needed by the sales team to the D365 Sales app? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
A. In order to export segment of customers who have DOB to Dynamics 365
Sales to create marketing lists, a connection to the Dynamics 365 Sales
environment must be configured.
B. Contacts do not have to be present in Dynamics 365 Sales because the export process will create new contact records if they do not already exist.
C. In order to export segment of customers who have Loyalty email to Dynamics 365 Sales, a connection to the Dynamics 365 Sales environment must be configured.
D. Dynamics 365 Sales Contacts must be ingested into audience insights as a data source and included in the unified customer profile.
ANSWER : A,D
You are a Customer Data Platform Specialist. The marketing team requested that customer cellphone numbers be added to the customer profile in audience insights. The customer cellphone numbers are stored in a separate table in the Azure Gen 2 Storage Account. You decide to create the data source(s) needed in audience insights. Which statements best describes the steps needed to ingest the required data to audience insights?
A. In audience insights, under Data, select Data Sources, add data
source and select Azure data lake storage as an import method, enter
name as "Loyalty Cell Phone' and enter storage account name to
authenticate. Repeat the steps for other tables.
B. In audience insights, select Data Sources, add data source, enter "CellPhone" in the name field and click Next.
C. In audience insights, add data source and select Azure data lake storage as an import method, enter "cellPhoneJoyalty1 as a data source name, and then enter the container name and method to authenticate. Repeat the same steps for other tables.
D. In audience insights, add data source and select Microsoft Dataverse as an import method, enter "CellPhoneloyalty" as a data source name.
ANSWER : C
You are a Customer Data Platform Specialist. Dynamics 365 Customer Insights (CI) users have complained that they are not able to quickly find customers using main demographic data points. You must ensure users are able to search customers using any of the available fields. Which two statements define the actions that should be completed to satisfy this requirement? Each option represents a partial solution. NOTE: Each correct selection is worth one point.
A. Validate you have access to edit the Search and index pages in audience insights.
B. On the Search and filter index pane, add Last Name, Full Name, Email. Cell Phone. Street Address, and DOB fields to Index. Click Save and Run.
C. You must run Merge in order to view the newly added fields on the customer profile.
D. On the Search and filter index pane. Add Last Name, FullName, Email, Home Phone. DOB fields to Index. Click Save and Run.
ANSWER : A,B
You are a Customer Data Platform Specialist. The sales team asks you for an update on its requirement to be able to create a marketing list in Dynamics 365 Sales from audience insights data.
Which validation is necessary to satisfy the sales team’s requirement?
A. Validate ecom_email field is part of the Customer entity profile, and
it is not merged with any other email from a different source.
B. Validate loyalty_email field is part of the unified customer entity profile, and it is not merged with any other email from a different source.
C. Validate email field is part of the Loyalty Member entity and can be used as a filter when building a segment for export to Dynamics 365 Sales
D. Validate all contacts ingested from Dynamics 365 Sales are included in the segment and the proper filter is applied.
ANSWER : B
You are a Customer Data Platform Specialist. The marketing team wants to send personalized marketing emails to customers, but the customer FullName attribute has not been correctly populated as part of the profile unification process. You update the Map process to include the loyalty.member.fullname, ecom.member.fullname, and cclubcust.member.full_name fields. Then, you map the fields to the Person.FullName semantic type. Audience insights automatically merges these fields into the FullName attribute on the Merge page.
What action should you perform to make sure the merged FullName field contains the most trusted data available?
A. Edit the merged FullName field and combine fields by most recent based on timestamp in the source entity.
B. Edit the merged FullName field and combine fields by least recent based on timestamp in the source entity.
C. Separate the fields in the merged FullName field, create a new field, and add attributes in priority order.
D. Edit the merged FullName field, combine fields by importance, and manually rank the source entities.
ANSWER : D