MB-260: Microsoft Customer Data Platform Specialty

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.

Audience

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.
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 working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.

Job role: Functional Consultant

Prerequisites

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

Course Outline

Module 1: Get started with Dynamics 365 Customer Insights

In this module, you will:

  • Explore Customer Data Platform and learn why it matters to organizations.
  • Get started working with Dynamics 365 Customer Insights, including accessing the application and navigating to the different capabilities.
  • Learn about the Customer Insights capability and how to get started working with it.

Module 2: Ingest data into Customer Insights

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

In this module, you will:

  • Learn how to create an Customer Insights instance.
  • Learn how to ingest data.
  • Learn about data unification.

Module 4: Work with Dynamics 365 Customer Insights

In this module, you will:

  • Configure searching and filtering indexes.
  • Define relationships and activities.
  • Work with measures.
  • Use Customer Insights.

Module 5: Enrich data and predictions with Customer Insights

In this module, you will:

  • Discover the enrichment and prediction options that are available in Customer Insights.
  • Configure brand and interest functions.
  • Enrich data with partner services.
  • Set up and configure a customer churn prediction model.
  • Add custom machine-learning models.

Certification

This course is recommended preparation for exam MB-260.

If you pass exam MB-260 you will earn the Microsoft Certified: Customer Data Platform Specialty certification.

 

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