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NEW QUESTION 27
You are a Customer Data Platform Specialist. You are implementing a scheduled refresh in audience insights.
Which two statements are correct when describing scheduled refreshes? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

  • A. The refresh schedule can be applied to selected data sources or specific entities within these data sources.
  • B. When you configure a refresh schedule to run daily, you must define the time zone and time when the refresh needs to run.
  • C. To exclude a segment from a scheduled refresh, you must deactivate it before the scheduled refresh run.
  • D. Scheduled refresh is not available in trial environments and can only be configured for production instances.

Answer: B,C

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/segments?tabs=b2c
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/system#schedule-tab

 

NEW QUESTION 28
You are a Customer Data Platform Specialist. You are asked to create a household cluster to group profiles that share a set of demographic data points.
Which three actions should you perform in sequence to configure a household cluster? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Answer:

Explanation:

Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/merge-entities#group-profiles-into-households-or-clusters

 

NEW QUESTION 29
You are a Customer Data Platform Specialist. Some of the data your company stores need to adhere to strict organization compliance and security when establishing connections and exports. Your information technology department tells you that you must use a dedicated Azure key vault with your audience insights environment to help the organization meet its compliance requirements. The dedicated key vault will be used to stage and use secrets in an organization’s compliance boundary.
Which two statements are true about using audience insights and Azure Key Vault to store the secrets for each of the connections set up?
NOTE: Each correct selection is worth one point.

  • A. The key vault is in the same Azure location as the audience insights environment.
  • B. The key vault must have Key Vault firewall enabled.
  • C. You must have administrator role in audience insights.
  • D. Audience insights can write secrets or overwrite secrets into the key vault.

Answer: A,C

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/use-azure-key-vault
Topic 1, Adventure Works
General Overview
AdventureWorks Cycles is a bicycle retailer with a few locations in the Midwest region. The AdventureWorks Cycles business model supports both in store purchases as well as online orders. In addition to offering a wide variety of bicycles, the company sells clothing, performance nutrition supplements, bicycle parts as well as bicycle fitting and repair services. The customer base varies from professional cyclists, individual leisure riders to families. The business experienced unprecedented growth of over 2000% during the pandemic bringing a total number of customers to 10,000. The company decided to invest in Microsoft Dynamics 365 Customer Insights and Dynamics 365 Sales App to unify customer data and improve sales.
Data Source
AdventureWorks Cycles uses Customer Insights to connect to data from three different sources to generate a unified customer record. The data ingestion has been done for the initial data load. There are three data sources containing customer profile data loaded to a dedicated storage account and container in the Azure Data Lake:
Loyalty data source: This data source contains customer profile information from in-store purchases.
– loyalty.member.csv: srcid (primary key), firstname, lastname, middlename, fullname, addressstreet, loyalty_email, city, zipcode, state, homephone, datecreated, timestamp
Ecommerce Data source: This data source contains customer profile information from online purchases.
– ecom.member.csv: ecid (primary key), firstname, last name, fullname, email, homephone, streetaddress, city, zip, state, datecreated, timestamp
Cycling Clubs Data Source: This data source contains customer profile information for members of Cycling clubs.
– cclubcust.csv: ccid (primary key) firstname, lastname, full_name, email, main phone, streetaddress1, city, zip_code, state, datecreated, datecreated, timestamp
The Loyalty data source contains the largest and most trusted dataset. It is considered the Primary Source followed by Ecommerce and Cycling Clubs Data Sources.
All three data sources share common customer demographics. Map, Match, and Merge (M3) rules within audience insights are applied accordingly to generate a unified customer record.
Additionally, there are three data sources that contain customer cellphone numbers for Loyalty, Ecommerce, and Cycling Club data sources that have been loaded to the Azure Data Lake but have not been ingested into audience insights.
cellPhone_loyaly.csv: srcid (primary key), cellphone
cellPhone_ec.csv: ecid (primary key), cellphone
cellPhone_cc.csv: ccid (primary key), cellphone
Pain Points
The AdventureWorks Cycles leadership team identified several pain points that need to be addressed immediately to support current growth and ensure customer satisfaction.
Lack of strategy for refreshing the customer data in the audience insights. There is a considerable effort needed to build pipelines to flow the incremental data updates into the Azure Data Lake so it can be ingested and processed in audience insights.
Customer Service reps cannot search for customers efficiently in audience insights which affects the customer satisfaction. Also, they do not have valid cell phone numbers for customers since it is not part of the profile.
The Sales team uses the Dynamics 365 Sales app but are not able to use segments generated in audience insights to generate marketing lists.
Marketing campaigns often sound redundant and inefficient as the same messaging is being sent to multiple members of the same household.
The Marketing team cannot create fully personalized communications due to missing Full Name in the unified customer record.
The test team is complaining that they do not have a dedicated UAT environment where they can test features before they are deployed to production.
Project Goals
Create a strategy to implement incremental data refresh in prod audience insights that reads data from Azure Data Lake Gen 2. In parallel configure incremental refresh in one of the non-production audience insights where all the data sources are available, loaded from Azure SQL database, through Power Query to audience insights instance. This will allow some testing of the incremental refresh functionality to be completed while the long-term strategy is being finalized.
Implement necessary changes to address the remaining pain points identified during the Leadership Team meeting.
Detailed Requirements
Pain Points
Configuring incremental refreshes for all customer data profiles as follows:
– Incremental data refresh should be configured for member tables only
– Timestamp data and time field should be used by the system to check when the record was last updated
– All three tables should be refreshed every two days
Adding additional data sources and search fields to audience insights
– Ingesting Cell phone data- the requirement is to keep the name of the date sources aligned with the design document. See section 1 for more details.
– Furthermore, to get a quick snapshot of the quality of data, data profiling should be enabled for the phone fields only
– The following fields from the unified customer record should be added to index: Last Name, Full Name, Email, Cell Phone, Street Address, DOB
Ability to use segments from the audience insights to generate marketing lists
– The Sales team needs to generate a marketing campaign based on segment of customers who have a Loyalty email. (loyalty.email)
Ability to group customer profiles into a household cluster for purpose of generating targeted marketing communication
– A household cluster is defined as customers who share Last Name, Street Address, City, Zip Code and State
Adding Full Name field to the unified customer record
– Full Name is a merged field with the following merging policy
a. loyalty.member.fullname
b. ecom.member.fullname
c. cclubcust.csv.full_name
Creating a sandbox environment that mirrors the current development environment
– Create a sandbox environment called UAT1 and copy configurations from env. “DEV1”.
a. Note: there is also an exiting environment called “Dev” and it is not configured correctly and should not be copied

 

NEW QUESTION 30
……

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