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
• Realize 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

Use of data and its processing

Key Features of Dynamics 365 Customer Insights

The information management process in Dynamics 365 Customer Insights

Unit 2: Managing information 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 destinations 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

Designing relationships between tables and columns

Origin and destination tables

Unit 4: Managing KPIs (measures) in Dynamics 365 Customer Insights

Managing performance indicators

Definition of measures

Types of measurement

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

Creating a model according to a specific objective

Creating a Welcome App