Microsoft Dynamics 365 Customer Insights for users
Audience profile
No prior knowledge of the application is required. Participants must have experience using cloud computing tools
At the end of the course
The participant will be able to:
- Know the main components of Customer Insights
- Generate activities, relationships between tables (formerly known as Entities)
- Define metrics, KPIs and their relationship with attributes
- Design an appropriate segmentation model
- Create an example solution
- Learn the value of D365 Customer Insights with other Microsoft solutions on Power Platform
Unit 1: Introduction to D365 Customer Insights
D365 Customer Insights Utilities
Components
Data use and its process
Key Features of Dynamics 365 Customer Insights
The information management process in Dynamics 365 Customer Insights
Unit 2: Information Management with D365 Customer Insights
Manage relationships with prospects and customers with Dynamics 365 Customer Insights
The unified customer profile, what is the unification process
Define activities, relationships and measures
Managing roles, permissions, and targets for segments
Setting up search indexes and attribute filtering
Unit 3: Definition of relationships and activities
Creating activities for Dynamics 365 Customer Insights
System and custom relationships in Dynamics 365 Customer Insights
Design of relationships between tables and columns
Source and destination tables
Unit 4: Managing KPIs (measures) in Dynamics 365 Customer Insights
Managing performance indicators
Definition of measurements
Measurement types
Creating measures and using variables
Relationship of attributes and measures
Using aggregate functions
Unit 5: Segmentation in Dynamics 365 Customer Insights
Static and dynamic segmentation
Grouping data into a segment
Segment Management
Using history and segment members
Segment Overlap and Differentiators
Unit 6: Dynamics 365 Customer Insights in an integrated solution
Using Dynamics 365 Customer Insights in Model-Driven Apps
Dynamics 365 Customer Insights and Power BI, Power Automate and Power Apps
Model creation according to a specific objective
Creating a Welcome App