By: Daniel Calbimonte | Updated: 2023-11-22 | Comments | Related: More > Professional Development Certifications
Problem
I need to get more information and study for the MB-260 Microsoft certification exam.
Solution
This tip has valuable material for you to help you pass the MB-260 exam, including answering frequently asked questions and links to videos, books, and practice exams.
What is the MB-260 exam?
The MB-260: Microsoft Dynamics 365 Customer Insights (Data) Specialist is an official Microsoft exam about Dynamics 365, Power Query, Microsoft Dataverse, Common Data Models, Azure Machine Learning, Synapse and Azure Data Factory, and the Microsoft Power Platform.
Is this exam difficult?
Yes, but it depends. If you have several years of experience in Microsoft Dynamics, Power Query, and Azure, it will not be too difficult. If you do not have much experience, it will be very difficult. I would suggest starting with more basic certification exams about Azure like the AZ-900 exam.
Which score is necessary to pass the exam?
Around 700/1000 points.
Are there books that can help me to pass this exam?
Yes. The following books can help you:
- Microsoft Customer Data Platform Specialist Exam Dumps & Pocket Guide: Exam Review for Microsoft MB-260 Certification
- MB-260: Microsoft Customer Data Platform Specialist 55 Questions: This Practice Course will help you get full marks in your Microsoft MB-260 Certification exam.
- Becoming a Microsoft Dynamics 365 Marketing Functional Consultant: Learn to deliver enterprise marketing solutions and insights to exponentially grow your business
- Microsoft Dynamics 365 For Dummies
- Power Query for Power BI and Excel
- Collect, Combine, and Transform Data Using Power Query in Excel and Power BI (Business Skills)
- Microsoft Dataverse: The Power Platform Series: Leveraging Microsoft Dataverse to build real world business solutions
Are any courses recommended for this exam?
Yes. The following courses can help you:
- MB-260: Microsoft Customer Data Platform Specialist
- Course MB-260T00: Microsoft Customer Insights - Data Specialty
- Microsoft Customer Data Platform Specialty (MB-260)
- MB-260: Microsoft Customer Data Platform Specialist CRM Team
Could you please provide some links to study for the exam?
Yes. The following links can be useful:
Design Dynamics 365 Customer Insights - Data Solutions
Illustrate Dynamics 365 Customer Insights - Data
- Outline the components of Customer Insights - Data, encompassing tables, relationships, enrichments, activities, measures, and segments
- Detail the initial user experience (FRE) in D365 Customer Insights – Data
- Explain the support for near real-time updates
- Discuss the support for enrichment
- Elaborate on the distinctions between individual consumer and business account profiles
Enumerate Use Cases for Customer Insights - Data
- Specify use cases for Dynamics 365 Customer Insights - Data
- Highlight use cases for extending Customer Insights - Data using Microsoft Power Platform components
- Examine use cases for Customer Insights - Data APIs
- Explore use cases for working with business accounts
Ingest Data into Customer Insights - Data
Establish Connections to Data Sources
- Decide on appropriate data sources
- Decide to utilize the managed data lake or an organization's data lake
- Attach to the Data Lake Microsoft Dataverse
- Connect to Azure Data Lake Storage
- Ingest and transform data using Power Query connectors
- Link to Azure Synapse Analytics
- Examine real-time ingestion capabilities and limitations
- Evaluate the advantages of pre-unification data enrichment
- Ingest data in real-time
- Update Unified Customer Profile fields in real-time
- Comprehend common ingestion errors
Transform, Cleanse, and Load Data using Power Query
- Select tables and columns
- Address data inconsistencies, unexpected or null values, and data quality issues
- Verify and transform the column data types
Establish Incremental Data Updates for Various Sources
- Recognize data sources that support incremental updates
- Set up incremental refresh
- Define the capabilities and limitations of scheduled refreshes
- Set up scheduled and on-demand refreshes
Create Customer Profiles through Data Unification
- Select Source Fields
- Choose Customer Insights Tables and Attributes for Unification
- Select attribute types
- Designate the primary key
Eliminate Duplicate Records
Match Conditions
- Select a match order for tables
- Decide match rules
- Set exceptions
- Add enriched tables when matching
- Set up the normalization options
- Find the difference between the methods basic and custom precision
Unify Customer Fields Options
- Specify the order for the fields for merged tables
- Combine fields into a merged field
- Merge a group of fields
- Separate fields from a merged field
- Isolate fields from a combined field
- Omit fields from a fusion
- Modify the arrangement of fields
- Reassign names to fields
- Categorize profiles into Clusters
Develop Business Data Separation
- Grasp prerequisites for business unit division
- Retrieve business data in Dataverse
- Integrate Customer Insights - Data business unit implementations
Check Data Unification Concepts
- Review and generate customer profiles
- Inspect the results of data unification
- Check output tables from data unification
- Update the unification configuration
Configure Relationships and Activities
- Create and administer relationships
- Develop activities using a new or existing relationship
- Generate activities in real-time
- Configure activities
- Merge customer profiles with activity data from unknown users
- Show Customer Insights - Data Activities in D365 Activity Timeline
Create a Unified Contact Profile for B2B Accounts
- Craft unified contact profile
- Establish the relationship between contacts and accounts
- Understand the semantic fields
- Check contact unification
- Check output tables from data unification
Configure Search and Filter Indexes
Implement AI Predictions in Customer Insights - Data
Configure Prediction Models
- Configure and assess the customer churn models, including the transactional churn and subscription churn models
- Configure and assess the product recommendation model
- Configure and assess the customer lifetime value model
- Generate a customer segment based on prediction model
- Configure and manage sentiment analysis
Work with Machine Learning Models
- Outline prerequisites for using custom Azure Machine Learning models in Customer Insights - Data
- Utilize a wizard to bring custom prediction models to Customer Insights - Data
- Develop workflows that consume ML models
- Handle workflows for custom ML models
Configure Measures and Segments
Create and Manage Measures
- Establish and oversee tags
- Outline various categories of measures
- Produce measures
- Formulate measures using a predefined model
- Set up calculations for measures
- Adjust dimensions
- Plan the timing of measures
Create and Manage Segments
- Establish and oversee tags
- Explain approaches to constructing segments, encompassing segment builder and rapid segment creation
- Formulate a segment derived from customer profiles, metrics, or AI forecasts
- Develop a segment using a predictive model
- Recognize customers with similar characteristics
- Forecast attributes
- Monitor the utilization of segments
- Extract segments for external use
Discover Recommended Segments
- Explain the system's process for proposing segments
- Formulate a segment using a system suggestion
- Develop a suggested segment based on user activity
- Set up updates for suggested segments
Generate Insights for Segments
- Adjust overlap segments
- Adjust distinct segments
- Examine insights
- Recognize analogous segments with AI
Configure Third-Party Connections
- Configure Connections and Exports
- Establish a link for data exportation
- Produce a data export
- Specify export types
- Set up both immediate and scheduled data exports
- Define the constraints of segment exports
Export Data to Dynamics 365 Customer Insights
- Identify prerequisites for exporting data from Dynamics 356 Customer Insights - Data
- Establish connections between Dynamics 365 Customer Insights - Data and Dynamics 365 apps
- Determine the segments suitable for exportation
- Transfer a Dynamics 365 Customer Insights - Data segment to Dynamics 365 Customer Insights - Journeys as a marketing segment
- Employ Dynamics 365 Customer Insights - Data profiles and segments for real-time marketing
- Export a Dynamics 365 Customer Insights - Data profile into Dynamics 365 Customer Insights - Journeys for customer journey orchestration
- Move a Dynamics 365 Customer Insights - Data segment to Dynamics 365 Sales as a marketing list
- Showcase Customer Insights - Data information within Dynamics 365 apps
- Identify which data from Dynamics 365 Customer Insights - Data can be showcased within Dynamics 365 apps
- Configure the Customer Card add-in for Dynamics 365 apps
- Identify the permissions needed to implement the Customer Card Add-in for Dynamics 365 apps
Implement Data Enrichment
- Enhance customer profiles
- Set up and oversee enrichments
- Enrich data sources before consolidation
- Review the outcomes of enrichments
Use Customer Consent Data
Use Customer Insights with Data Info Across Power Platform and Microsoft 365 Applications
- Utilize D365 Customer Insights - Data chatbot for Microsoft Teams
- Learn to connect Power Apps and Dynamics 365 Customer Insights - Data
- Leverage the Power Automate Connector for Dynamics 365 Customer Insights - Data
- Set up the Dynamics 365 Customer Insights connector for Power BI – Data
Administer Customer Insights - Data
Establish and Set Up Environments
- Identify individuals authorized to establish environments
- Distinguish between trial and production environments
- Link Customer Insights - Data to Microsoft Dataverse
- Establish a connection between Customer Insights - Data and Azure Data Lake Storage Account
- Administer existing environments
- Modify or take ownership of the environment
- Restart an existing environment
- Erase an existing environment
- Customize user access rights
- Detail available user access permissions
- Extract diagnostic logs
Supervise System Refreshes
- Differentiate between system updates and data source updates
- Outline refresh guidelines
- Set up a timetable for system updates
- Observe and address issues with updates
Formulate and Oversee Connections
Next Steps
For more information about Microsoft exams, refer to these links.
- SQL Server Professional Development Certifications Tips
- Getting Started as a Microsoft Certified Trainer (MCT)
- Prepare for the AZ-900 Microsoft Azure Fundamentals Certification
- Resources for PL-900 Microsoft Power Platform Fundamentals Certification Exam
About the author
Daniel Calbimonte is a Microsoft SQL Server MVP, Microsoft Certified Trainer and 6-time Microsoft Certified IT Professional. Daniel started his career in 2001 and has worked with SQL Server 6.0 to 2022. Daniel is a DBA as well as specializes in Business Intelligence (SSIS, SSAS, SSRS) technologies.This author pledges the content of this article is based on professional experience and not AI generated.
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Article Last Updated: 2023-11-22
