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MB-260: Microsoft Customer Data Platform Specialty

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MB-260: Microsoft Customer Data Platform Specialty Course Outline

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 more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

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