Microsoft Customer Data Platform Specialty (MB-260)

Course 8669

  • Duration: 4 days
  • Language: English
  • Level: Intermediate

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

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

Continue learning and face new challenges with after-course one-on-one instructor coaching

Customer Data Platform Instructor-Led Course Outline


Who should attend?

  • 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.

Exam Information:

In this module, you will learn to:

  • Describe the value of a customer data platform
  • Describe the functionality of Dynamics 365 Customer Insights
  • Administer environments and users in Dynamics 365 Customer Insights

Lab: Verify environment

In this module, you will learn to:

  • Perform data transformation and import data using Power Query
  • Connect to Microsoft Dataverse and Common Data Model sources
  • Set up data refreshes

Lab: Ingest data

In this module, you will learn to:

  • Map data, including using intelligent mapping, primary keys, and attribute types
  • Match data, including specifying order, rules, conditions, and deduplication
  • Merge data using system recommendations or manually
  • Configure search and filter indexes
  • Search for customers

Lab: Unify the data

In this module, you will learn to:

  • Explore Audience insights
  • Define activities
  • Define relationships
  • Create measures from scratch or use a template
  • Manage segments and get suggested segments

Lab: Work with activities

Lab: Define measures

Lab: Create segments

In this module, you will learn to:

  • Identify the different options for data enrichment
  • Enrich their customer data
  • Define predictions
  • Predict subscription churn
  • Use machine learning models
  • Describe responsible AI principles

Lab: Subscription Churn Model

Lab: Predictions

Lab: Enrich data

In this module, you will learn to:

  • Export Customer Insights data
  • Surface Customer Insights data in Dynamics 365
  • Use Customer Insights with Power Apps, Power Automate, and Power BI
  • Use Customer Insights with Azure Synapse Analytics
  • Understand use cases for Customer Insights APIs

Lab: Extend with the Power Platform

Lab: Extend with the Dynamics 365 apps

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Customer Data Platform FAQs

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, visualization, preparation, matching, fragmentation, segmentation, and enhancement. You should have a general understanding of Azure Data Science Certification Training (DP-100), Azure Synapse Analytics Training, and Azure Data Factory Training: Designing and Implementing Data Integration Solutions.