Course Code: 19243

MB-260T00 Microsoft Customer Data Platform Specialty

Class Dates:
1/1/0001
Length:
4 Days
Cost:
$2495.00
Class Time:
Technology:
Database
Delivery:
Instructor-Led Training, Virtual Instructor-Led Training

Overview

  • Course Overview
  • 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 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.
  • 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.

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

    After completing this course, students 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

Course Disclaimer

*Course Cost listed does not include the cost of courseware or exam. Course is subject to a minimum enrollment to run. Course may run virtually as a Virtual Instructor-Led (VILT) class if the minimum enrollment is not met or as a 3 day class (Bootcamp Style). For more information, please contact learn@vtec.org or call 207-775-0244.

Course Details

  • 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
  • Lab : Verify environment
  • Describe the value of a customer data platform
  • Describe the functionality of Dynamics 365 Customer Insights
  • Administer environments and users in Dynamics 365 Customer Insights
  • Module 2: Ingest data into Dynamics 365 Customer Insights
  • Import and transform data
  • Connect to data sources
  • Work with data
  • Lab : Ingest data
  • Perform data transformation and import data using Power Query
  • Connect to Microsoft Dataverse and Common Data Model sources
  • Set up data refreshes
  • Module 3: Create a unified customer profile in Dynamics 365 Customer Insights
  • Map data
  • Match data
  • Merge data
  • Find customers
  • Lab : Unify the data
  • Map data, including using intelligent mapping, primary keys, and attribute types
  • Match data, including specifying order, rules, conditions, and deduplication
  • Merge data using system recommendations or manually
  • Configure search and filter indexes
  • Search for customers
  • Module 4: Work with Dynamics 365 Customer Insights
  • Explore Audience insights
  • Define relationships and activities
  • Work with measures, Work with segments
  • Lab : Work with activities
  • Lab : Define measures
  • Lab : Create segments
  • Define activities
  • Define relationships
  • Create measures from scratch or use a template
  • Manage segments and get suggested segments
  • Module 5: Enrich data and predictions with Audience insights
  • Enrich data
  • Use predictions
  • Use machine learning models
  • Lab : Enrich data
  • Lab : Predictions
  • Lab : Subscription Churn Model
  • Identify the different options for data enrichment
  • Enrich their customer data
  • Define predictions
  • Predict subscription churn
  • Use machine learning models
  • Describe responsible AI principles
  • 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
  • Lab : Extend with the Power Platform
  • Lab : Extend with the Dynamics 365 apps
  • Surface Customer Insights data in Dynamics 365
  • Use Customer Insights with Power Apps, Power Automate, and Power BI
  • Use Customer Insights with Azure Synapse Analytics
  • Understand use cases for Customer Insights APIs