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MB-260: Microsoft Customer Data Platform Specialty Course

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MB-260: Microsoft Customer Data Platform Specialty Course

 

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

Overview

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.

Audience Profile

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.

Job role

Functional Consultant

Preparation for exam

MB-260

Skills gained

Clean, transform, and ingest data into Dynamics 365 Customer Insights
Create a unified customer profile
Work with Dynamics 365 Audience insights
Enrich data and predictions
Set up and manage external connections
Administer and monitor Customer Insights

Prerequisites

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

Course outline

Module 1: Get started with Dynamics 365 Customer Insights

  • This module will cover the business value of a customer data platform and the user interface of Dynamics 365 Customer Insights.
  • Lessons
  • Introduction to the customer data platform
  • Administer Dynamics 365 Customer Insights
  • Explore user permissions in Dynamics 365 Customer Insights
  • Lab : Verify environment

Module 2: Ingest data into Dynamics 365 Customer Insights

  • This module will cover how to clean, transform, and import Data into Customer Insights.
  • Lessons
  • Import and transform data
  • Connect to data sources
  • Work with data
  • Lab : Ingest data

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

  • This module will cover how to map, match, and merge data to create a unified customer profile. After creating the customer profile, we will define search and filter indexes to search for customers.
  • Lessons
  • Map data
  • Match data
  • Merge data
  • Find customers
  • Lab : Unify the data

Module 4: Work with Dynamics 365 Customer Insights

  • This module will cover relationships, activities, measures, and segments.
  • Lessons
  • Explore Audience insights
  • Define relationships and activities
  • Work with measures
  • Work with segments
  • Lab : Work with activities
  • Lab : Define measures
  • Lab : Create segments

Module 5: Enrich data and predictions with Audience insights

  • This module will cover how to enrich data, including brand and interest enrichment, how to use predictions, and how to use machine learning models.
  • Lessons
  • Enrich data
  • Use predictions
  • Use machine learning models
  • Lab : Subscription Churn Model
  • Lab : Predictions
  • Lab : Enrich data

Module 6: Manage external connections with Customer Data Platform

  • This module will cover extension options for Customer Insights data, including how to surface data in Dynamics 365 applications and the Microsoft Power Platform.
  • Lessons
  • Export Customer Insights data
  • Use Customer Insights with Microsoft Power Platform
  • Display Customer Insights data in Dynamics 365 apps
  • More ways to extend Customer Insights
  • Lab : Extend with the Power Platform
  • Lab : Extend with the Dynamics 365 apps

 

View outline in Word

AMB260

Attend hands-on, instructor-led MB-260: Microsoft Customer Data Platform Specialty training classes at ONLC's nationwide locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.

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