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.
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
Introduction to the customer data platform
Administer Dynamics 365 Customer Insights
Explore user permissions in Dynamics 365 Customer Insights
Import and transform data
Connect to data sources
Work with data
Map data
Match data
Merge data
Find customers
Explore Audience insights
Define relationships and activities
Work with measures
Work with segments
Enrich data
Use predictions
Use machine learning models
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
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