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Last Updated: Jul 16, 2026

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Microsoft Customer Data Platform Specialist Exam Certification Details:

Sample QuestionsMicrosoft Customer Data Platform Specialist Sample Questions
Exam CodeMB-260
Schedule ExamPearson VUE
Passing Score700 / 1000
Number of Questions40-60
Exam Price$165 (USD)
Books / TrainingCourse MB-260T00: Microsoft Customer Data Platform Specialty
Duration120 mins
Exam NameMicrosoft Certified - Customer Data Platform Specialty

Who should take the Microsoft MB-260 Certification Exam?

The targeted audience for the Microsoft MB-260 Exam is the IT administrators who have responsibility for deploying and supporting Microsoft Exchange Server 2007, and Microsoft SharePoint Server 2007. They are the people who install and configure the software and services and are responsible for maintaining and managing the data and information stored in the various Microsoft products. MB-260 Dumps recommend those individuals who want to work in the area of Customer Experience Management and are working in the area of Customer Experience Management and Dynamics 365. They are the individuals who have the responsibility for designing and implementing solutions that improve the overall experience of customers. The candidate may also be the individuals who have job titles like solution architect, data analyst, or solution designer.

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Those who want to take the MB-260 Exam should have hands-on experience with Dynamics 365 Customer Insights and one or more additional Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. They should also have experience with practices as privacy, compliance, consent, security, responsible AI, and data retention policy. MB-260 Dumps is the best study material to help you pass the exam. Moreover, The applicants should also have experience in processes related to KPIs, data retention, validation, visualization, preparation, matching, fragmentation, segmentation, and enhancement. They also need to have a general understanding of Azure Machine Learning, Azure Synapse Analytics, and Azure Data Factory.

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Microsoft MB-260 Exam Syllabus Topics:

TopicDetails

Design Customer Insights solutions (5-10%)

Describe Customer Insights- describe audience insights components, including entities, relationships, activities, measures, and segments
- analyze Customer Insights data by using Azure Synapse Analytics
- describe the process for consuming engagement insights data in audience insights
- describe support for near real-time updates
- describe support for enrichment
Describe use cases for Customer Insights- describe use cases for audience insights
- differentiate between audience insights and engagement insights
- describe use cases for creating reports by using Customer Insights
- describe use cases for extending Customer Insights by using Microsoft Power Platform components
- describe use cases for Customer Insights APIs

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
- connect to Microsoft Dataverse
- connect to Common Data Model folders
- ingest data from Azure Synapse Analytics
- ingest data by using Azure Data Factory pipelines
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
- identify capabilities and limitations for scheduled refreshes
- configure scheduled refreshes and on-demand refreshes
- trigger refreshes by using Power Automate or the Customer Insights API

Create customer profiles by unifying data (20-25%)

Implement mapping- select Customer Insights entities and attributes for matching
- select attribute types
Implement matching- specify a match order for entities
- define match rules
- configure normalization options
- differentiate between low, medium, high, exact, and custom precision methods
- configure deduplication
- run a match process and review results
Implement merges- specify the order of fields for merged tables
- combine fields into a merged field
- separate fields from a merged field
- exclude fields from a merge
- run a merge and review results
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
- manage activities

Implement AI predictions in Customer Insights (10-15%)

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
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- describe the different types of measures
- create a measure
- create a measure by using a template
- configure measure calculations
- modify dimensions
Create segments- describe methods for creating segments, including blank segments
- create a segment from customer profiles, measures, or AI predictions
- find similar customers
Find suggested segments- describe how the system suggests segments for use
- create a segment from a suggestion
- configure refreshes for suggestions
Create segment insights- configure overlap segments
- configure differentiated segments
- analyze insights

Configure third-party connections (10-15%)

Configure connections and exports- configure a connection for exporting data
- create a data export
- schedule a data export
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
- 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

Administer Customer Insights (5-10%)

Create and configure environments- identify who can create environments
- differentiate trial and production environments
- manage existing environments
- describe available roles
- configure user permissions and guest 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

Reference: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-260

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