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
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
Prerequisites:
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
