Module assessment

1.

An organization stores customer purchase history in a POS system, sales data in a CRM, and service records in a separate platform. A marketing manager wants a single, complete view of each customer to improve targeting. What is the primary purpose of Dynamics 365 Customer Insights – Data in this scenario?

Export all data to a spreadsheet and merge it manually each quarter

Use Power BI to create a dashboard that connects to each system independently

Replace all existing systems with a single Dynamics 365 platform

Ingest data from multiple sources and unify it into a 360-degree customer profile

2.

During the data unification process in Customer Insights – Data, what is the purpose of the matching conditions step?

It determines how data is exported to external platforms like Google Ads

It defines the rules used to combine datasets from different sources into a single unified customer profile

It removes all duplicate entries from the system without any user configuration

It configures which user roles have access to the unified customer profiles

3.

An account manager at Contoso Coffee wants to identify customers who are likely to stop purchasing before it actually happens, so the team can intervene proactively. Which combination of Customer Insights – Data capabilities best supports this goal?

Export customer records to Excel and sort by last purchase date

Use the subscription churn prediction to generate churn scores, then create a dynamic segment of high-risk customers

Build a static segment of customers with no purchases in the last 90 days

Review the activity timeline on each contact record in Dynamics 365 Sales

4.

A marketing team wants to run a targeted LinkedIn campaign aimed at high-value B2B decision-makers using customer segments built in Customer Insights – Data. What capability makes this possible?

The team must manually export a CSV from Customer Insights and upload it to LinkedIn

Customer Insights – Data segment exports, which push curated audiences directly into activation platforms like LinkedIn Ads

The Relationship Intelligence tab in Dynamics 365 Sales, which connects to LinkedIn natively

Power BI dashboards that can be shared externally with LinkedIn's advertising team

5.

Copilot in Dynamics 365 Sales flags that an account shows no engagement with the CFO in the last 90 days, just as a renewal negotiation enters its final stage. Which Copilot capability surfaced this insight?

Sentiment and Risk Analysis, which monitors communication tone and flags declining engagement

Relationship Insights and Stakeholder Mapping, which identifies gaps in stakeholder coverage

Opportunity and Pipeline Context, which tracks deal blockers and next steps for open opportunities

Meeting and Email Summaries, which automatically distills recent communications into key points

6.

A seller reviewing an account in Dynamics 365 Sales wants to generate a personalized follow-up email for a procurement contact, incorporating recent discussions and the contact's specific business priorities, without leaving the account record. Which Sales Research Agent capability supports this workflow?

The agent automatically sends the email on the seller's behalf using the Engage mode configuration

The What's New feature pulls in news about the contact's company and formats it as a draft

In-context draft generation, which creates a personalized outreach draft directly within the account record or Copilot panel

The subscription churn prediction model, which flags when communication frequency drops below a defined threshold

7.

An account manager at Contoso is preparing for a meeting and asks Copilot: 'For open opportunities, what's the current status, blockers, and recommended next steps?' Which Copilot capability is she using?

Timeline Summarization, which compresses all account activity into a readable narrative

Relationship Insights and Stakeholder Mapping, which flags missing executive contacts

Sentiment and Risk Analysis, which detects tone changes across email threads

Opportunity and Pipeline Context, which links account history to active deals and surfaces deal-specific blockers and actions

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