Microsoft Dynamics 365 Customer Insights for users

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

              €345.00
              | /

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