MB-260: Microsoft Customer Data Platform Specialist

Course description

Certified Customer Data Platform Specialists implement solutions that provide customer profile insights and track interaction 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 stay in 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 applications.
 

Audience Profile

Candidates should have experience with Dynamics 365 for Customer Insights and 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 artificial intelligence, and data retention policy.
 

Items in this collection

• Introduction to Dynamics 365 Customer Insights (7 Units)
• Ingest data into Customer Insights (10 units)
• Create a unified customer profile in Dynamics 365 Customer Insights (8 Units)
• Work with Dynamics 365 Customer Insights (10 Units)
• Enrich 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

• Explore user permissions in Dynamics 365 Customer Insights

Lab : Checking the environment

After completing this module, students will be able to:

• Describe the value of a customer data platform

• Describe the role of Dynamics 365 Customer Insights

• Managing environments and users in Dynamics 365 Customer Insights

Module 2: Ingesting data into Dynamics 365 Customer Insights

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

lessons

• Import and transformation of data

• Connect to data sources

• work 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

• Configure data updates

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

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

lessons

• map data

• data matching

• data combination

• Find customers

Lab : Unify the data

After completing this module, students will be able to:

• Map data, including the use of smart mapping, primary keys, and attribute types

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

• Merge data using system recommendations or manually

• Configuring search and filter indexes

• Find customers

Module 4: Working with Dynamics 365 Customer Insights

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

lessons

• Defining relationships and activities

• Using measures

• Use of segments

Lab : Working with Activities

Lab: Defining Measurements

Lab : Creating segments

After completing this module, students will be able to:

• Definition of activities

• definition of relationships

• Creating measurements 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 Abandonment Model

Lab: Predictions

Lab : Data Enrichment

After completing this module, students will be able to:

• Identify the various data enrichment options

• Enrich customer data

• Define predictions

• Predict subscription churn

• Use 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

• Uso de Customer Insights con Power Platform

• Visualization of Customer Insights data in Dynamics 365 applications

• More ways to extend Customer Insights

Lab : Extensions with Power Platform

Lab : Extending with Dynamics 365 applications

After completing this module, students will be able to:

• Display Customer Insights data in Dynamics 365

• Usar Customer Insights con Power Apps, Power Automate y Power BI

• Usar Customer Insights con Azure Synapse Analytics

• Understand the use cases of the Customer Insights APIs

Previous requirements

Before attending this course, students must have:

• Good knowledge of Dynamics 365 Customer Insights

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

Language

• English course
• Labs: English