Kursbeskrivning
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.
Module 1: Get started with Dynamics 365 Customer Insights
This module will cover the business value of a customer data platform and the user interface of Dynamics 365 Customer Insights.
Lessons
Introduction to the customer data platform
Administer Dynamics 365 Customer Insights
Explore user permissions in Dynamics 365 Customer Insights
Lab : Verify environment
After completing this module, students will be able 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
Module 2: Ingest data into Dynamics 365 Customer Insights
This module will cover how to clean, transform, and import Data into Customer Insights.
Lessons
Import and transform data
Connect to data sources
Work with data
Lab : Ingest data
After completing this module, students will be able to:
Perform data transformation and import data using Power Query
Connect to Microsoft Dataverse and Common Data Model sources
Set up data refreshes
Module 3: Create a unified customer profile in Dynamics 365 Customer Insights
This module will cover how to map, match, and merge data to create a unified customer profile. After creating the customer profile, we will define search and filter indexes to search for customers.
Lessons
Map data
Match data
Merge data
Find customers
Lab : Unify the data
After completing this module, students will be able 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
Module 4: Work with Dynamics 365 Customer Insights
This module will cover relationships, activities, measures, and segments.
Lessons
Explore Audience insights
Define relationships and activities
Work with measures
Work with segments
Lab : Work with activities
Lab : Define measures
Lab : Create segments
After completing this module, students will be able to:
Define activities
Define relationships
Create measures from scratch or use a template
Manage segments and get suggested segments
Module 5: Enrich data and predictions with Audience insights
This module will cover how to enrich data, including brand and interest enrichment, how to use predictions, and how to use machine learning models.
Lessons
Enrich data
Use predictions
Use machine learning models
Lab : Subscription Churn Model
Lab : Predictions
Lab : Enrich data
After completing this module, students will be able 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
Module 6: Manage external connections with Customer Data Platform
This module will cover extension options for Customer Insights data, including how to surface data in Dynamics 365 applications and the Microsoft Power Platform.
Lessons
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
Lab : Extend with the Power Platform
Lab : Extend with the Dynamics 365 apps
After completing this module, students will be able to:
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
Kommande kursstarter
Intresseanmälan
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