Use this quick start guide to collect all the information about Microsoft Customer Data Platform Specialist (MB-260) Certification exam. This study guide provides a list of objectives and resources that will help you prepare for items on the MB-260 Microsoft Customer Data Platform Specialist exam. The Sample Questions will help you identify the type and difficulty level of the questions and the Practice Exams will make you familiar with the format and environment of an exam. You should refer this guide carefully before attempting your actual Microsoft Customer Data Platform Specialist certification exam.
The Microsoft Customer Data Platform Specialist certification is mainly targeted to those candidates who want to build their career in Microsoft Dynamics 365 domain. The Microsoft Certified - Customer Data Platform Specialty exam verifies that the candidate possesses the fundamental knowledge and proven skills in the area of Microsoft Customer Data Platform Specialist.
Microsoft Customer Data Platform Specialist Exam Summary:
| Exam Name | Microsoft Certified - Customer Data Platform Specialty |
| Exam Code | MB-260 |
| Exam Price | $165 (USD) |
| Duration | 120 mins |
| Number of Questions | 40-60 |
| Passing Score | 700 / 1000 |
| Books / Training | Course MB-260T00: Microsoft Customer Data Platform Specialty |
| Schedule Exam | Pearson VUE |
| Sample Questions | Microsoft Customer Data Platform Specialist Sample Questions |
| Practice Exam | Microsoft MB-260 Certification Practice Exam |
Microsoft MB-260 Exam Syllabus Topics:
| Topic | Details |
|---|---|
Design Customer Insights solutions (5-10%) |
|
| Describe Customer Insights |
- 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 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 |
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 - 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 |
| 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 - Configure incremental refresh - Identify capabilities and limitations for scheduled refreshes - Configure scheduled refreshes and on-demand refreshes |
Create customer profiles through data unification (25-30%) |
|
| Select source fields |
- Select Customer Insights entities and attributes for unification - Select attribute types - Select the primary key |
| Remove duplicate records |
- Deduplicate enriched entities - Define deduplication rules - Review deduplication results |
| Match conditions |
- 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 |
| Unify customer fields |
- 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 data unification |
- Review and create customer profiles - View the results of data unification - Verify output entities from data unification - Update the unification settings |
| 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 - Create activities in real-time - Manage activities - Combine customer profiles with activity data from unknown users |
Implement AI predictions in Customer Insights (5-10%) |
|
| 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 - Create a customer segment based on prediction model - Configure and manage sentiment analysis |
| 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 |
- 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 segments |
- 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 |
| Find suggested 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 |
| Create segment insights |
- Configure overlap segments - Configure differentiated segments - Analyze insights - Find similar segments with AI |
Configure third-party connections (10-15%) |
|
| Configure connections and exports |
- 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 |
| 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 - 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 |
| 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 |
| Implement Data Enrichment |
- Enrich customer profiles - Configure and manage enrichments - Enrich data sources before unification - View enrichment results |
| Use Customer Consent data |
- Add Consent Data to Customer Insights - Use Consent Data |
Administer Customer Insights (5-10%) |
|
| Create and configure environments |
- 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 |
| Manage system refreshes |
- Differentiate between system refreshes and data source refreshes - Describe refresh policies - Configure a system refresh schedule - Monitor and troubleshoot refreshes |
| Create and manage connections |
- Describe when connections are used - Configure and manage connections |
To ensure success in Microsoft Customer Data Platform Specialist certification exam, we recommend authorized training course, practice test and hands-on experience to prepare for Microsoft Customer Data Platform Specialist (MB-260) exam.