Microsoft MB-260 Practice Exams
Last updated on Oct 21,2026- Exam Code: MB-260
- Exam Name: Microsoft Dynamics 365 Customer Insights (Data) Specialist
- Certification Provider: Microsoft
- Latest update: Oct 21,2026
You are a Customer Data Platform Specialist. Your company operates mainly in the business-to-business (B2B) space.
The chief marketing officer (CMO) asks you to implement audience insights and ensure that it can handle the company’s B2B scenarios and data.
Which statement is correct when considering audience insights for business accounts versus individual consumers?
- A . The out-of-the-box product recommendation prediction model is available for business accounts.
- B . Data ingestion features are different for business accounts and individual customers.
- C . Some enrichment types are available only for individual customer scenarios, while others are exclusively available for business accounts.
- D . Business accounts and individual consumers share the same audience insights environment.
C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/work-with-business-accounts
You are a Customer Data Platform Specialist. Audience insights users state that they are not able to quickly find details on specific customers while searching customer profiles. You explain the index and search capabilities within audience insights.
Which two statements are correct about configuring and using search and filter index capabilities? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
- A . You can add up to 25 custom fields to index and configure filtering for each one of the fields as an administrator.
- B . The only fields that are available for indexing are the ones that exist in the customer profile that you created during the data unification process.
- C . You can only add a filter for a specific field from the search and filter index page in audience insights.
- D . Users with a contributor role can add fields on the search and filter index page in audience insights and configure how many filtered records to show.
BC
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/search-filter-index
Your company uses Microsoft Dynamics 365 Customer Insights – Data as the Customer Data Platform. The marketing team needs to know the total amount the customer has spent. The order lines are linked to a profile as part of the point-of-sale data source and through their loyalty ID.
Which function should you select in order to create this insight when creating a measure?
- A . In the configuration area, choose MODE as the aggregation function.
- B . In the configuration area, choose TOTAL as the aggregation function.
- C . In the configuration area, choose SUM as the aggregation function. Select the order line table and add the amount field.
- D . In the configuration area, choose AGGREGATE as the aggregation function. Select the order line table and add the amount field.
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.
You are a Customer Data Platform Specialist. Your company’s information technology department already ingested a CSV file with column names in the first row into audience insights. You are asked to clean and transform the data to get it ready for unification.
What can you do to satisfy the requirements?
Solution: Clean the data by transforming the first row to be used as headers, defining column types to be appropriate field types, and naming the query. Create a full name column if it does not exist by merging the columns for the first name and last name. Click “Next” and your data is now ready for unification.
Does this meet the goal?
- A . Yes
- B . No
A
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
The marketing team wants to invite cycling club customers to a new product launch webinar.
You need to ensure all necessary data is available to create a segment to target the appropriate customers.
What should you do?
- A . Enable data profiling for the attributes of the QubMember table.
- B . Edit the existing Azure Data Lake data source and add specific SurveyResponse attributes.
- C . Create a new Azure Data Lake data source and add the SurveyResponse table.
- D . Edit the existing Azure Data Lake data source and add the SurveyResponse table.
You are a Customer Data Platform Specialist. Dynamics 365 Customer Insights (CI) users have complained that they are not able to quickly find customers using main demographic data points. You must ensure users are able to search customers using any of the available fields.
Which two statements define the actions that should be completed to satisfy this requirement? Each option represents a partial solution. NOTE: Each correct selection is worth one point.
- A . Validate you have access to edit the Search and index pages in audience insights.
- B . On the Search and filter index pane, add Last Name, Full Name, Email. Cell Phone. Street Address, and DOB fields to Index. Click Save and Run.
- C . You must run Merge in order to view the newly added fields on the customer profile.
- D . On the Search and filter index pane. Add Last Name, FullName, Email, Home Phone. DOB fields to Index. Click Save and Run.
AB
Explanation:
The following fields from the unified customer record should be added to index: Last Name, Full Name, Email, Cell Phone, Street Address, DOB.
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/search-filter-index
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.
You are a Customer Data Platform Specialist. Your company’s information technology department already ingested a CSV file with column names in the first row into audience insights. You are asked to clean and transform the data to get it ready for unification.
What can you do to satisfy the requirements?
Solution: Clean the data by removing any rows with nulls and deleting any leading zeros on the primary key. Click “Next” and your data is now ready for unification.
Does this meet the goal?
- A . Yes
- B . No
B
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/connect-power-query
You are a Customer Data Platform Specialist.
One of the marketing users asked you to create two lists:
✑ All customers that live in Paris, France
✑ All customers that have made more than ten online purchases
You decide to create these lists as quick segments.
Which two options should you use as the base in quick segments to create the required insights? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
- A . Measures
- B . Enrichments
- C . Intelligence
- D . Profiles
- E . Data entities
AD
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/segment-builder#quick-segments
You are starting an implementation of Dynamics 365 Customer Insights – Data. For the initial setup, you ingest the Contact table and the Lead table from Dynamics 365 Sales and use them in unification.
You need to review the results after completing the first unification run.
Which three results will you be able to review? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
- A . Duplicate records
- B . Unified customer fields
- C . Lead Conversion IDs
- D . Searchable attributes and Indexed fields
- E . Source fields
You created a Microsoft Dynamics 365 Customer Insights environment for testing by copying the configuration of the production environment.
You need to make sure the new environment is operational and satisfies all relevant requirements.
Which three steps should you perform after creating the new environment? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
- A . Enter credentials for the data source that contains sales CRM contacts.
- B . Remove export destinations and disable scheduled refreshes.
- C . Recreate the data source that contains EcommerceCustomer.
- D . Recreate the data source that contains sales CRM contacts.
- E . Add role assignments to grant access to marketing team members.