MB-260T00-A | Microsoft Customer Data Platform Specialty
 
Dynamics 365 Customer Insights - Data 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 - Data 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. 
 
Audience Profile
Candidates should be familiar with Dynamics 365 Customer Insights - Data 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 working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.
 
Prerequisites
Before attending this course, students must have:
Familiarity with Dynamics 365 Customer Insights - Data
Firsthand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform
 
Course outline
 
Module 1: Get started with Dynamics 365 Customer Insights – Data
Get started with Dynamics 365 Customer Insights - Data and learn how to gain insights to your customers.
Introduction
Dynamics 365 Customer Insights - Data
Work with demo data
Identify your audience
Consume Customer Insights data
Check your knowledge
Summary
In this module, you'll:
Explore Customer Data Platform and learn why it matters to organizations.
Get started working with Dynamics 365 Customer Insights - Data, including accessing the application and navigating to the different capabilities.
Learn about the Customer Insights - Data capability and how to get started working with it.
Module 2: Ingest data into Customer Insights – Data
Customer Insights - Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.
Introduction
Import data sources using Power Query
Clean, transform, and load data
Connect to a Common Data Model
Connect to a Microsoft Dataverse
Work with data sets
Refresh data sources
Export data
Check your knowledge
Summary
In this module, you will:
Ingest data using Power Query.
Connect to a Common Data Model.
Connect to a Microsoft Dataverse.
Work with data sets.
Learn about data refreshes.
Export data.
Module 3: Create a unified customer profile in Dynamics 365 Customer Insights – Data
Dynamics 365 Customer Insights - Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights - Data.
Introduction
Define source fields
Define duplicate record settings
Define matching conditions
Create a unified customer profile
Exercise - Create a Customer Insights - Data instance, ingest data, and unify data
Check your knowledge
Summary
In this module, you will:
Learn how to create a Customer Insights - Data instance.
Learn how to ingest data.
Learn about data unification.
Module 4: Work with Dynamics 365 Customer Insights – Data
Customer Insights - Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights - Data.
Introduction
Configure searching and filtering indexes
Define relationships and activities
Work with measures
Segmentation
Get suggested segments
Segment insights
Use Customer Insights - Data for a complete solution
Check your knowledge
4 minSummary
In this module, you'll:
Configure searching and filtering indexes.
Define relationships and activities.
Work with measures.
Use Customer Insights - Data.
Module 5: Enrich data and predictions with Customer Insights – Data
Enrich your data with other data sources and use AI to make predictions based on historical data.
Introduction
Enrich data
Brand and interest enrichment
Use enrichment services
Work with predictions
Predict subscription churn
Use machine-learning models
Check your knowledge
Summary
In this module, you'll:
Discover the enrichment and prediction options that are available in Customer Insights - Data.
Configure brand and interest functions.
Enrich data with partner services.
Set up and configure a customer churn prediction model.
Add custom machine-learning models.
 
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Debido a las constantes actualizaciones de los contenidos de los cursos por parte del fabricante, el contenido de este temario puede variar con respecto al publicado en el sitio oficial, sin embargo, Netec siempre entregará la versión actualizada de éste