MB-260T00: Microsoft Customer Data Platform Specialty

Describe Customer Insights components, including entities, relationships, activities, measures, and segments

Describe support for near real-time updates

Describe support for enrichment

Describe the differences between individual profiles or business accounts.

Describe use cases for Customer Insights

Describe use cases for extending Customer Insights by using Microsoft Power Platform components

Describe use cases for Customer Insights APIs

Describe use cases for working with business accounts

Determine which data sources to use

Determine whether to use the managed data lake or an organization’s data lake

Attach to a Microsoft Dataverse data lake

Attach to Azure Data Lake Storage

Ingest and transform data using Power Query connectors

Attach to Azure Synapse Analytics

Describe real-time ingestion capabilities and limitations

Describe benefits of pre-unification data enrichment

Ingest and update data in real-time

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

Identify data sources that support incremental updates

Configure incremental refresh

Identify capabilities and limitations for scheduled refreshes

Configure scheduled refreshes and on-demand refreshes

Select Customer Insights entities and attributes for unification

Select attribute types

Select the primary key

Deduplicate enriched entities

Define deduplication rules

Review deduplication results

Specify a match order for entities

Define match rules

Define exceptions

Include enriched entities in matching

Configure normalization options

Differentiate between basic and custom precision methods

Specify the order of fields for merged tables

Combine fields into a merged field

Combine a group of fields

Separate fields from a merged field

Exclude fields from a merge

Change the order of fields

Rename fields

Configure customer ID generation

Group profiles into Clusters

Review and create customer profiles

View the results of data unification

Verify output entities from data unification

Update the unification settings

Define which fields should be searchable

Define filter options for fields

Define indexes

Create and manage relationships

Create activities by using a new or existing relationship

Create activities in real-time

Manage activities

Combine customer profiles with activity data from unknown users

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

Create a customer segment based on prediction model

Configure and manage sentiment analysis

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

Create and manage tags

Describe the different types of measures

Create a measure

Create a measure by using a template

Configure measure calculations

Modify dimensions

Create and manage tags

Describe methods for creating segments, including segment builder and quick segments

Create a segment from customer profiles, measures, or AI predictions

Create a segment based on a prediction model

Find similar customers

Project attributes

Track usage of segments

Export segments

Describe how the system suggests segments for use

Create a segment from a suggestion

Create a suggested segment based on activity

Configure refreshes for suggestions

Configure overlap segments

Configure differentiated segments

Analyze insights

Find similar segments with AI

Configure a connection for exporting data

Create a data export

Define types of exports

Configure on demand and scheduled data exports

Define the limitations of segment exports

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

Use Customer Insights profiles and segments with real-time marketing

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

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

Enrich customer profiles

Configure and manage enrichments

Enrich data sources before unification

View enrichment results

Add Consent Data to Customer Insights

Use Consent Data

Identify who can create environments

Differentiate between trial and production environments

Connect Customer Insights to Microsoft Dataverse

Connect Customer Insights with Azure Data Lake Storage Account

Manage existing environments

Change or claim ownership of the environment

Reset an existing environment

Configure user permissions

Describe available user permissions

Differentiate between system refreshes and data source refreshes

Describe refresh policies

Configure a system refresh schedule

Monitor and troubleshoot refreshes

Describe when connections are used

Configure and manage connections