Customer Data Platform specialists implement solutions that provide insight into customer profiles and that track engagement 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 maintain control of customer data. This course begins with importing and transforming your customer data and culminates with extending your customer data platform solution into the Power Platform and Dynamics 365 applications.

Associated Certification:

• Microsoft Certified: Customer Data Platform Specialty

Get started with Dynamics 365 Customer Insights

Get started with Dynamics 365 Customer Insights and learn how to gain insights to your customers.

This module helps prepare you for Exam MB-260: Microsoft Customer Data Platform Specialist.

Learning objectives

In this module, you’ll:

• Explore Customer Data Platform and learn why it matters to organizations.
• Get started working with Dynamics 365 Customer Insights, including accessing the application and navigating to the different capabilities.
• Learn about the Customer Insights capability and how to get started working with it.

Ingest data into Customer Insights

Customer Insights ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.

This module helps prepare you for Exam MB-260: Microsoft Customer Data Platform Specialist.

Learning objectives

In this module, you will:

• Ingest data using Power Query.
• Connect to a Common Data Model.
• Connect to a Microsoft Dataverse.
• Work with data sets.
• Learn about data refreshes.
• Export data.

Create a unified customer profile in Dynamics 365 Customer Insights

Dynamics 365 Customer Insights is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you’ll learn about creating a unified customer profile in Customer Insights.

This module helps prepare you for Exam MB-260: Microsoft Customer Data Platform Specialist.

Learning objectives

In this module, you will:

• Learn how to create a Customer Insights instance.
• Learn how to ingest data.
• Learn about data unification.

Work with Dynamics 365 Customer Insights

Customer Insights ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights.

This module helps prepare you for Exam MB-260: Microsoft Customer Data Platform Specialist.

Learning objectives

In this module, you’ll:

• Configure searching and filtering indexes.
• Define relationships and activities.
• Work with measures.
• Use Customer Insights.

Enrich data and predictions with Customer Insights

Enrich your data with other data sources and use AI to make predictions based on historical data.

This module helps prepare you for Exam MB-260: Microsoft Customer Data Platform Specialist.

Learning objectives

In this module, you’ll:

• Discover the enrichment and prediction options that are available in Customer Insights.
• Configure brand and interest functions.
• Enrich data with partner services.
• Set up and configure a customer churn prediction model.
• Add custom machine-learning models.

Candidates should be familiar with Dynamics 365 Customer Insights and have firsthand experience with one or more additional Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. They should also have working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.

Before attending this course, students must have:

• Familiarity with Dynamics 365 Customer Insights
• Firsthand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform