Microsoft Dynamics 365 Customer Insights (Data) Specialist (MB-260)

Course 8669

  • Duration: 4 days
  • Exam Voucher: Yes
  • Language: English
  • Level: Intermediate

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 Data Platform Specialty 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.

Customer Data Platform Delivery Methods

  • In-Person

  • Online

Customer Data Platform Course Benefits

In this course, you will learn how to:

  • 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

You should have a general understanding of Designing and Implementing a Data Science Solution on Azure (DP-100) and Azure Data Factory Training: Designing and Implementing Data Integration Solutions.

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

Exam Information:

This course will help you prepare for Microsoft Exam MB-260: Microsoft Customer Data Platform Specialist.

Customer Data Platform Instructor-Led Course Outline

  • Introduction to the customer data platform
  • Administer Dynamics 365 Customer Insights - Data
  • Explore user permissions in Dynamics 365 Customer Insights - Data
  • Import and transform data
  • Connect to data sources
  • Work with data
  • Map data
  • Match data
  • Merge data
  • Find customers
  • Define relationships and activities
  • Work with measures
  • Work with segments
  • Enrich data
  • Use predictions
  • Use machine learning models
  • Export data from Customer Insights - Data
  • Use Customer Insights – Data with Microsoft Power Platform
  • Display Customer Insights - Data records in Dynamics 365 apps
  • More ways to extend Customer Insights - Data

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Customer Data Platform FAQs

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 a working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.

Customer Data Platform specialists implement solutions that provide insight into customer profiles and track engagement activities to help improve customer experiences and increase customer retention.

Yes! This class helps attendees prepare for the Microsoft Certification Exam MB-260: Microsoft Customer Data Platform Specialist (beta).

Yes!  Please just note it upon your registration, or you can request it when you call in to register!

This certification could be a great fit if you have significant experience with processes related to KPIs, data retention, validation, visualisation, preparation, matching, fragmentation, segmentation, and enhancement. You should have a general understanding of Designing and Implementing a Data Science Solution on Azure (DP-100), {course:1279}, and Azure Data Factory Training: Designing and Implementing Data Integration Solutions.

Please reach out to info@learningtree.com after your course to obtain your exam voucher.