Microsoft will retire MB-260: Microsoft Customer Data Platform Specialist on November 29, 2024. It will be replaced by MB-280: Dynamics 365 Customer Experience Analyst.

Course Description: MB-260: Microsoft Customer Data Platform Specialist

Customer Data Platform Specialists certification users implement solutions that provide insights into customer profiles and track interaction activities to help improve customer experiences and increase customer retention. In this course, learners will learn about the Dynamics 365 Customer Insights solution, including how to unify customer data with pre-built connectors, predict customer intent with rich segmentation, and maintain control of customer data. This course begins with importing and transforming customer data and ends with extending the Customer Data Platform solution to Power Platform and Dynamics 365 apps.

Audience Profile

Candidates should have experience with Dynamics 365 for Customer Insights and have first-hand knowledge of one or more additional Dynamics 365 applications, Power Query, Microsoft Dataverse, Common Data Model, and Power Platform. They should also have professional experience with practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.

Items in this collection

• Introduction to Dynamics 365 Customer Insights (7 Units)
• Ingesting Data into Customer Insights (10 Units)
• Create a unified customer profile in Dynamics 365 Customer Insights (8 Units)
• Working with Dynamics 365 Customer Insights (10 Units)
• Enriching data and predictions with Customer Insights (9 Units)

Course outline

Module 1: Introduction to Dynamics 365 Customer Insights

This module covers the business value of a customer data platform and the Dynamics 365 Customer Insights user interface.

Lessons

• Introduction to the Customer Data Platform

• Dynamics 365 Customer Insights Administration

• Exploring user permissions in Dynamics 365 Customer Insights

Lab: Checking the Environment

After completing this module, students will be able to:

• Describing the value of a customer data platform

• Describe the Dynamics 365 Customer Insights feature

• Managing Environments and Users in Dynamics 365 Customer Insights

Module 2: Data Ingestion into Dynamics 365 Customer Insights

This module explains how to clean, transform, and import data into Customer Insights.

Lessons

• Importing and transforming data

• Connecting to data sources

• Working with data

Lab: Data Ingestion

After completing this module, students will be able to:

• Perform data transformation and import using Power Query

• Connect to Microsoft Dataverse and Common Data Model sources

• Setting up data updates

Module 3: Creating a unified customer profile in Dynamics 365 Customer Insights

This module explains how to map, match, and merge data to create a unified customer profile. After creating the customer profile, you will need to define search and filter indexes to search for customers.

Lessons

• Map data

• Data Matching

• Data combination

• Search for clients

Lab: Unifying data

After completing this module, students will be able to:

• Map data, including using smart mapping, primary keys, and attribute types

• Matching data, including specifying order, rules, conditions, and deduplication

• Combine data using system recommendations or manually

• Setting up search and filter indexes

• Search for clients

Module 4: Working with Dynamics 365 Customer Insights

This module covers relationships, activities, measures, and segments.

Lessons

• Definition of relationships and activities

• Use of measures

• Using segments

Laboratory: Working with activities

Laboratory: Definition of measures

Lab: Creating Segments

After completing this module, students will be able to:

• Definition of activities

• Definition of relationships

• Creating measures from scratch or using a template

• Managing segments and getting suggested segments

Module 5: Data Enrichment and Predictions with Dynamics 365 Customer Insights

This module explains how to enrich data, including brand and interest enrichment, how to use predictions, and how to use machine learning models.

Lessons

• Data enrichment

• Using predictions

• Using Machine Learning Models

Lab: Subscription churn model

Laboratory: Predictions

Lab: Data Enrichment

After completing this module, students will be able to:

• Identify the different data enrichment options

• Enriching customer data

• Defining predictions

• Predicting subscription churn

• Using Machine Learning Models

• Describe the principles of responsible artificial intelligence

Module 6: Managing External Connections with Dynamics 365 Customer Insights

This module will cover extension options for Customer Insights data, including how to display data in Dynamics 365 and Power Platform apps.

Lessons

• Exporting Customer Insights Data

• Using Customer Insights with Power Platform

• Visualizing Customer Insights data in Dynamics 365 apps

• More ways to expand Customer Insights

Lab: Extensions with Power Platform

Lab: Extending with Dynamics 365 apps

After completing this module, students will be able to:

• Display Customer Insights data in Dynamics 365

• Use Customer Insights with Power Apps, Power Automate, and Power BI

• Use Customer Insights with Azure Synapse Analytics

• Understanding Customer Insights API use cases

Prerequisites

Before attending this course, students must have:

• Good knowledge of Dynamics 365 Customer Insights

• First-hand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Power Platform

Language

• Course: English
• Labs: English