MB-260T00: Microsoft Customer Data Platform Specialty

$2,495.00 USD

4 Days


Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Dynamics 365 Customer Insights - Data 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 - Data solution, including how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer data. This course begins with importing and transforming your customer data and culminates with extending your customer data platform solution into the Power Platform and Dynamics 365 applications.

Who Should Attend?

Candidates should be familiar with Dynamics 365 Customer Insights - Data 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.

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  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

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Course Prerequisites

  • 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
  • Agenda

    1 - Get started with Dynamics 365 Customer Insights - Data

    • Dynamics 365 Customer Insights - Data
    • Work with demo data
    • Get started
    • Consume Customer Insights data

    2 - Ingest data into Customer Insights - Data

    • Import data sources using Power Query
    • Clean, transform, and load data
    • Connect to an Azure Data Lake
    • Connect to a Microsoft Dataverse
    • Work with data sets
    • Refresh data sources

    3 - Create a unified customer profile in Dynamics 365 Customer Insights - Data

    • Define source columns
    • Define duplicate record settings
    • Define matching rules
    • Create a unified customer profile

    4 - Work with Dynamics 365 Customer Insights - Data

    • Configure searching and filtering indexes
    • Define activities
    • Work with measures
    • Segmentation
    • Get suggested segments
    • Segment insights
    • Use Customer Insights - Data for a complete solution

    5 - Enrich data and predictions with Customer Insights - Data

    • Enrich data
    • Brand and interest enrichment
    • Use enrichment services
    • Work with predictions
    • Predict subscription churn
    • Use machine-learning models

    6 - Manage external connections with Customer Insights - Data

    • Export Customer Insights data
    • Display customer data in Dynamics 365 applications
    • Use Customer Insights - Data with Microsoft Power Platform
    • Use Customer Insights - Data with Azure Synapse
    • Use Customer Insights APIs

    7 - Configure and administer Customer Insights - Data

    • Create and set up environments
    • System process status
    • Schedule system refreshes
    • Set up user permissions

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