Microsoft Dynamics 365 Customer Insights – Data — Question 5

You are implementing Microsoft Dynamics 365 Customer Insights for a telecommunications company and configuring merges.

The marketing team is launching campaigns to advertise bundle offers for customers who share the same address.

You have the following requirements:
• Ensure all customer profiles that share the same street address, city, zip code, and state are grouped into a cluster.
• Name the grouping sameaddress.
• Leverage prefilled criteria based on system recommendations while configuring the grouping.

You need to configure merges to meet the outlined requirements.

Which two actions must you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Answer options

• A. Create a new Household cluster type and name the cluster sameaddress.
• B. Edit the default rule in the sameaddress cluster.
• C. Create at least one rule for the sameaddress cluster.
• D. Create a new Custom cluster type and name the cluster sameaddress.

Correct answer: C, D

Explanation

The correct answers are C and D. Creating at least one rule for the sameaddress cluster is essential to define how customer profiles are grouped, while establishing a new Custom cluster type allows for flexibility in naming and structuring the clusters according to specific requirements. Options A and B are incorrect as they refer to modifying existing types rather than creating the necessary configurations from scratch.