Microsoft Customer Data Platform Specialist (MB-260) Practice Exam

Microsoft Customer Data Platform Specialist (MB-260) Practice Exam

About Microsoft Customer Data Platform Specialist (MB-260) Exam

This Microsoft MB-260 exam has been built to measure your ability to accomplish technical tasks including -

• Ability to design Customer Insights solutions
• Ability to ingest data into Customer Insights
• Ability to create customer profiles by unifying data
• Knowledge to implement artificial intelligence predictions in Customer Insights
• Skills to configure measures and segments
• Skills to configure third-party connections
• Knowledge to administer Customer Insights.
  

Knowledge Possessed

Candidates planning to take the Microsoft Exam MB-260 for this exam possess the skills to -

• Implement solutions that provide insights into customer profiles and that track engagement activity
• Help improve customer experiences and increase customer retention.

Skills Required

• Candidates are suggested to have firsthand experience with Dynamics 365 Customer Insights together with knowledge of Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform.
• Direct experience with practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.
• Candidates must have experience with processes related to KPIs, data retention, validation, visualization, preparation, matching, fragmentation, segmentation, and enhancement.
• Candidates should have a general understanding of Azure Machine Learning, Azure Synapse Analytics, and Azure Data Factory.

Course Outline

The Microsoft Customer Data Platform Specialist (MB-260) covers the latest exam updates as of exam updates as on April 19, 2023 - 

MODULE 1 - Design Customer Insights solutions (5-10%)

Describe Customer Insights

• describe audience insights components, including entities, relationships, activities, measures, and segments
• analyze Customer Insights data by using Azure Synapse Analytics
• describe the process for consuming engagement insights data in audience insights
• describe support for near real-time updates
• describe support for enrichment

Describe use cases for Customer Insights

• describe use cases for audience insights
• differentiate between audience insights and engagement insights
• describe use cases for creating reports by using Customer Insights
• describe use cases for extending Customer Insights by using Microsoft Power Platform components
• describe use cases for Customer Insights APIs

MODULE 2 - Ingest data into Customer Insights (10-15%)

Connect to data sources

• determine which data sources to use
• determine whether to use the managed data lake or an organization’s data lake
• connect to Microsoft Dataverse
• connect to Common Data Model folders
• ingest data from Azure Synapse Analytics
• ingest data by using Azure Data Factory pipelines

Transform, cleanse, and load data by using Power Query

• select tables and columns
• resolve data inconsistencies, unexpected or null values, and data quality issues
• evaluate and transform column data types
• apply data shape transformations to tables

Configure incremental refreshes for data sources

•  identify data sources that support incremental updates
•  identify capabilities and limitations for scheduled refreshes
•  configure scheduled refreshes and on-demand refreshes

MODULE 2 - Create customer profiles by unifying data (20-25%)

Implement mapping

• select Customer Insights entities and attributes for matching
• select attribute types

Implement matching

• specify a match order for entities
• define match rules
• configure normalization options
• differentiate between low, medium, high, exact, and custom precision methods
• configure deduplication
• run a match process and review results

Implement merges

•  specify the order of fields for merged tables
• combine fields into a merged field
• separate fields from a merged field
• exclude fields from a merge
• run a merge and review results

Configure search and filter indexes

• define which fields should be searchable
• define filter options for fields
• define indexes

Configure relationships and activities

• create and manage relationships
• create activities by using a new or existing relationship
• manage activities

MODULE 3 - Implement AI predictions in Customer Insights (10-15%)

Configure prediction models

• configure and evaluate the customer churn models, including the transactional churn and subscription churn models
• configure and evaluate the product recommendation model
• configure and evaluate the customer lifetime value model

Impute missing values by using predictions

•  describe processes for predicting missing values
•  implement the missing values feature

Implement machine learning models

• describe prerequisites for using custom Azure Machine Learning models in Customer Insights
• implement workflows that consume machine learning models
• manage workflows for custom machine learning models

MODULE 4 - Configure measures and segments (15-20%)

Create and manage measures

• describe the different types of measures
• create a measure
• create a measure by using a template
• configure measure calculations
• modify dimensions

Create segments

• describe methods for creating segments, including blank segments
• create a segment from customer profiles, measures, or AI predictions
• find similar customers

Find suggested segments

• describe how the system suggests segments for use
• create a segment from a suggestion
• configure refreshes for suggestions

Create segment insights

• configure overlap segments
• configure differentiated segments
• analyze insights

MODULE 5- Configure third-party connections (10-15%)

Configure connections and exports

• configure a connection for exporting data
• create a data export
• schedule a data export

Export data to Dynamics 365 Marketing or Dynamics 365 Sales

• identify prerequisites for exporting data from Customer Insights
• create connections between Customer Insights and Dynamics 365 apps
• define which segments to export
• export a Customer Insights segment into Dynamics 365 Marketing as a marketing segment
• export a Customer Insights profile into Dynamics 365 Marketing for customer journey orchestration
• export a Customer Insights segment into Dynamics 365 Sales as a marketing list

Display Customer Insights data from within Dynamics 365 apps

•  identify Customer Insights data that can be displayed within Dynamics 365 apps
•  configure the Customer Card Add-in for Dynamics 365 apps
•  identify permissions required to implement the Customer Card Add-in for Dynamics 365 apps

MODULE 6 - Administer Customer Insights (5-10%)

Create and configure environments

• identify who can create environments
• differentiate trial and production environments
• manage existing environments
• describe available roles
• configure user permissions and guest user permissions

Manage system refreshes

• differentiate between system refreshes and data source refreshes
• describe refresh policies
• configure a system refresh schedule
• monitor and troubleshoot refreshes

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