Microsoft Customer Data Platform Specialty (MB-260)

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

Important Customer Data Platform Information

Prerequisites:

• You should have a general understanding of Designing and Implementing a Data Science Solution on Azure (DP-100) , Azure Synapse Analytics Training , 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

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:

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

Module 1: Get started with Dynamics 365 Customer Insights

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

Module 2: Ingest data into Dynamics 365 Customer Insights

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

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

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

Module 4: Work with Dynamics 365 Customer Insights

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

Module 5: Enrich data and predictions with Audience insights

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

Module 6: Manage external connections with Customer Data Platform

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