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Microsoft MB-260 Exam Syllabus

Microsoft Dynamics 365 Customer Insights (Data) Specialist

Last Update Dec 27, 2024
Total Questions : 118

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MB-260 Exam Details

Microsoft MB-260 Exam Detail

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Microsoft MB-260 Exam Overview :

Exam Name Microsoft Dynamics 365 Customer Insights (Data) Specialist
Exam Code MB-260
Exam Registration Price $165
Official Information https://docs.microsoft.com/en-us/learn/certifications/exams/mb-260
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Microsoft MB-260 Exam Topics :

Section Weight Objectives
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
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
  • trigger refreshes by using Power Automate or the Customer Insights API
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
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
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
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
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

Updates in the Microsoft MB-260 Exam Syllabus:

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