microsoft mb-260 practice test

Exam Title: Microsoft Customer Data Platform Specialist

Last update: Dec 07 ,2025
Question 1

You are a Customer Data Platform Specialist. You are reviewing the system status. You notice that an insights refresh process shows a `skipped` status.
Which system process type should you review to find the step that is blocking the insights refresh from starting?

  • A. Segments
  • B. Search
  • C. Enrichments
  • D. Activities
Answer:

a


Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/system

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Question 2

You are planning to use the AI-driven suggested segments, based on the customer activity data that is ingested to Microsoft Dynamics 365 Customer Insights.

You need to determine how the machine learning model analyzes the activity data to suggest segments.

Which three dimensions are used? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

  • A. Customer ID
  • B. Monetary Value
  • C. Recency
  • D. Activity Type
  • E. Frequency
  • F. Unified Activity entity
Answer:

bce

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Question 3

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

A company's IT department has a CSV file stored on one of their Shared Documents folders within their Microsoft SharePoint sites. The data from the CSV file is ingested into Microsoft Dynamics 365 Customer Insights.

The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls.

You need to clean and transform the data in Dynamics 365 Customer Insights to be ready for unification.

Solution: Transform the first row to be used as headers, define column types to be the appropriate field types and name the query. Select Next and your data is now ready for unification.

Does this meet the goal?

  • A. Yes
  • B. No
Answer:

b

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Question 4

DRAG DROP You are a Customer Data Platform Specialist. You are implementing an incremental refresh in audience insights. All the data is stored in an Azure SQL database and is ingested to audience insights using Power Query. You need to configure an incremental refresh for data sources.
Which four actions should you perform in sequence to meet this requirement? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

Answer:


Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/incremental-refresh-data-sources

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Question 5

You are a Customer Data Platform Specialist. Your company has audience insights set up as their Customer Data Platform solution. You transferred the management of the platform to a contractor. You want the contractor to manage the existing connections without having administrator access.
Which two statements are correct about allowing contributors to use a connection for exports? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

  • A. Contributors will be able to use the connection if you select them in the choose who can use this connection screen.
  • B. Contributors will see shared connections and can manage every export that uses this specific connection.
  • C. Contributors will have their exports removed if their permissions are changed.
  • D. Contributors will be able to view or edit the connection after being given permission to use the connection.
Answer:

ab


Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connections

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Question 6

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 cellPhone_loyalty 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


There are three data sources containing customer profile data loaded to a dedicated storage account and container in the Azure Data Lake.
Ingesting Cell phone data- the requirement is to keep the name of the date sources aligned with the design document.
cellPhone_loyaly.csv: srcid (primary key), cellphone
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query

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Question 7

DRAG DROP You are a Customer Data Platform Specialist. The marketing manager at your company wants to understand the training model performance for a customer lifetime value (CLV) model you configured.
What do the possible training model performance grades signify? To answer, drag the appropriate definition to the correct grade value. Each definition may be used once or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:

Answer:


Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/predict-customer-lifetime-value

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Question 8

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:

ad


Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/export-dynamics365-sales

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Question 9

DRAG DROP

An organization uses Microsoft Power Query when connecting to data sources in Microsoft Dynamics 365 Customer Insights. You add an eCommerce Contacts data source to Dynamics 365 Customer Insights. The table contains the Contact's date of birth (DOB).

You need to add an Age column, so that it is available in Dynamics 365 Customer Insights.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Answer:

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Question 10

You are a Customer Data Platform Specialist. You are creating a new measure for business accounts (B2B) in audience insights.
One of the requirements for the new business-level measure is to add a dimension of the city for each business account.
What is needed to ensure that this measure is created as a business-level measure instead of a customer-level measure?

  • A. Use the default CustomerID dimension when creating the measure.
  • B. Use the default AccountID dimension when creating the measure.
  • C. Remove the default AccountID dimension when creating the measure.
  • D. Remove the default CustomerID dimension when creating the measure.
Answer:

d


Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/measures?tabs=b2b

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