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  • Overview

    About On-Demand Learning

    TechSherpas 365’s On-Demand courses provide you with access to Microsoft official courseware materials and hands-on labs, empowering you to learn at your own pace. On-Demand allows you to design your training around your schedule, budget, and individual learning needs.

    On-Demand Learning is a perfect solution for students who are unable to attend traditional instructor-led training due to schedule constraints. You receive the same materials and labs as an instructor-led course, with the added convenience of flexible scheduling and a lower price tag.

    This On-Demand Course Includes:

    • Microsoft Official Courseware License with Lifetime Access (and automatic version updates)
    • Access to Hands-on Labs for 180 days
    • Access to 3 hours of Instructor Time (upon request):
      • One-on-one live instructor time geared towards your specific needs
      • Scheduled in 1-hour increments

    About This Course

    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.

    Audience Profile

    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

    Preparation for exam: MB-260

    Features: none

    Skills gained

    • 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

    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

     

    Description

    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