MB-260T00: Microsoft Customer Data Platform Specialty
Description
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.
Objectives
Course Objectives
Familiarity with Dynamics 365 Customer Insights
Data
Firsthand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform.
Target audience
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.
1 - Get started with Dynamics 365 Customer Insights
Dynamics 365 Customer Insights
Work with demo data
Identify your audience
Consume Customer Insights data
Check your knowledge
2 - Ingest data into Customer Insights
Import data sources using Power Query
Clean, transform, and load data
Connect to a Common Data Model
Connect to a Microsoft Dataverse
Work with data sets
Refresh data sources
Export data
Check your knowledge
3 - Create a unified customer profile in Dynamics 365 Customer Insights
Define source fields
Define duplicate record settings
Define matching conditions
Create a unified customer profile
Check your knowledge
4 - Work with Dynamics 365 Customer Insights
Configure searching and filtering indexes
Define relationships and activities
Work with measures
Segmentation
Get suggested segments
Segment insights
Use Customer Insights for a complete solution
Check your knowledge
5 - Enrich data and predictions with Customer Insights
Enrich data
Brand and interest enrichment
Use enrichment services
Work with predictions
Predict subscription churn
Use machine-learning models
Check your knowledge
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