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.
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.
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.
Preparation for exam
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
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
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.
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.
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.
Lab : Unify the data
Module 4: Work with Dynamics 365 Customer Insights
This module will cover relationships, activities, measures, and segments.
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.
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.
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