MB-260T00 - Microsoft Customer Insights - Data Specialty

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.

Duration: 4.0 days

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Schedule

Virtual ILT | 04 Mar 2024 - 07 Mar 2024 Sri Lanka
Virtual ILT | 04 Mar 2024 - 07 Mar 2024 United Arab Emirates
Virtual ILT | 11 Mar 2024 - 11 Mar 2024 India

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Objectives

  • Explore Customer Data Platform and learn why it matters to organizations.
  • Get started working with Dynamics 365 Customer Insights - Data, including accessing the application and navigating to the different capabilities.
  • Learn about the Customer Insights - Data capability and how to get started working with it.
  • Ingest data using Power Query.
  • Connect to a Common Data Model.
  • Connect to a Microsoft Dataverse.
  • Work with data sets.
  • Learn about data refreshes.
  • Export data.
  • Learn how to create a Customer Insights - Data instance.
  • Learn how to ingest data.
  • Learn about data unification.
  • Configure searching and filtering indexes.
  • Define relationships and activities.
  • Work with measures.
  • Use Customer Insights - Data.
  • Discover the enrichment and prediction options that are available in Customer Insights - Data.
  • Configure brand and interest functions.
  • Enrich data with partner services.
  • Set up and configure a customer churn prediction model.
  • Add custom machine-learning models.

Content

1. Get started with Dynamics 365 Customer Insights - Data

Get started with Dynamics 365 Customer Insights - Data and learn how to gain insights to your customers.

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2. Ingest data into Customer Insights - Data

Customer Insights - Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.

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

Dynamics 365 Customer Insights - Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights - Data.

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4. Work with Dynamics 365 Customer Insights - Data

Customer Insights - Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights - Data.

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5. Enrich data and predictions with Customer Insights - Data

Enrich your data with other data sources and use AI to make predictions based on historical data.

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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.

Prerequisites

Before attending this course, students must have:

  • 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

Certification

product-certification

Skills Measured

  • Design Customer Insights solutions (5–10%)
  • Ingest data into Customer Insights (15–20%)
  • Create customer profiles through data unification (20–25%)
  • Implement AI predictions in Customer Insights (5–10%)
  • Configure measures and segments (15–20%)
  • Configure third-party connections (15–20%)
  • Administer Customer Insights (5–10%)

Course Benefits

product-benefits
  • Career growth
  • Broad Career opportunities
  • Worldwide recognition from leaders
  • Up-to Date technical skills
  • Popular Certification Badges

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