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

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.

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

Module 1: Get started with Dynamics 365 Customer Insights - Data

• Introduction to the customer data platform
• Administer Dynamics 365 Customer Insights - Data
• Explore user permissions in Dynamics 365 Customer Insights - Data

Module 2: Ingest data into Dynamics 365 Customer Insights - Data

• Import and transform data
• Connect to data sources
• Work with data

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

• Map data
• Match data
• Merge data
• Find customers

Module 4: Work with Dynamics 365 Customer Insights - Data

• Define relationships and activities
• Work with measures
• Work with segments

Module 5: Enrich data and predictions with Dynamics 365 Customer Insights - Data

• Enrich data
• Use predictions
• Use machine learning models

Module 6: Manage external connections with Dynamics 365 Customer Insights - Data

• 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