MB-260 Customer Data Platform Specialty (MB-260T00)

Seminarinformationen

Seminar - Ziel

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.

Teilnehmer - Zielgruppe

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.

Kurs - Voraussetzungen

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

Seminardauer

  • 4 Tage
  • 09:00 Uhr bis 17:00 Uhr

Schulungsunterlagen

  • nach Absprache

Seminar-Inhalt / Agenda

Module 1: Get started with Dynamics 365 Customer Insights

  • Introduction to the customer data platform

  • Administer Dynamics 365 Customer Insights

  • Explore user permissions in Dynamics 365 Customer Insights

Module 2: Ingest data into Dynamics 365 Customer Insights

  • Import and transform data

  • Connect to data sources

  • Work with data

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

  • Map data

  • Match data

  • Merge data

  • Find customers

Module 4: Work with Dynamics 365 Customer Insights

  • Explore Audience insights

  • Define relationships and activities

  • Work with measures

  • Work with segments

Module 5: Enrich data and predictions with Audience insights

  • Enrich data

  • Use predictions

  • Use machine learning models

Module 6: Manage external connections with Customer Data 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

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