Customer Data Platform specialists implement solutions that provide insight into customer profiles and that track engagement activities to help improve customer experiences and increase customer retention. In this course, students will learn about the Dynamics 365 Customer Insights solution, including how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer data. This specialty course starts with creating a unified profile and then working with customer data.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

After completing this course, you will be able to:
Clean, transform, and ingest data into Dynamics 365 Customer Insights
Create a unified customer profile
Work with Dynamics 365 Audience insights
Enrich data and predictions
Set up and manage external connections
Administer and monitor Customer Insights

1

  • MODULE 1: GET STARTED WITH DYNAMICS 365 CUSTOMER INSIGHTS

  • Introduction to the customer data platform

    Administer Dynamics 365 Customer Insights

    Explore user permissions in Dynamics 365 Customer Insights

2

  • MODULE 2: INGEST DATA INTO DYNAMICS 365 CUSTOMER INSIGHTS

  • Import and transform data

    Connect to data sources

    Work with data

3

  • MODULE 3: CREATE A UNIFIED CUSTOMER PROFILE IN DYNAMICS 365 CUSTOMER INSIGHTS

  • Map data

    Match data

    Merge data

    Find customers

4

  • MODULE 4: WORK WITH DYNAMICS 365 CUSTOMER INSIGHTS

  • Explore Audience insights

    Define relationships and activities

    Work with measures

    Work with segments

5

  • MODULE 5: ENRICH DATA AND PREDICTIONS WITH AUDIENCE INSIGHTS

  • Enrich data

    Use predictions

    Use machine learning models

6

  • MODULE 6: MANAGE EXTERNAL CONNECTIONS WITH CUSTOMER DATA PLATFORM

  • Export Customer Insights data

    Use Customer Insights with Microsoft Power Platform

    Display Customer Insights data in Dynamics 365 apps

    More ways to extend Customer Insights

Audience

Candidates should be familiar with Dynamics 365 Customer Insights and have firsthand experience with one or more additional Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. They should also have working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.

Language

English

Prerequisites

Before attending this course, students must have: Familiarity with Dynamics 365 Customer Insights Firsthand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform This course helps you prepare for the MB-260 exam, which must be passed to earn the Microsoft Certified: Customer Data Platform Specialty certification.

$2,780

Length: 4.0 days (32 hours)

Level:

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