Type
Virtual
Classroom ILT
Skill Level

Available dates
Learning Path
Virtual
Duration
1 Day

TYPE
Virtual
Classroom ILT
LEARNING PATH
SKILL LEVEL

DURATION
AVAILABLE DATES
Introduction:
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
Pre-requisites:
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 Objectives:
- 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
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: |
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Lab: Verify environment |
After completing this module, students will be able to: |
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Module 2: Ingest data into Dynamics 365 Customer Insights |
This module will cover how to clean, transform, and import Data into Customer Insights.
Lessons: |
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Lab: Ingest data |
After completing this module, students will be able to: |
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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: |
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Lab: Unify the data |
After completing this module, students will be able to: |
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Module 4: Work with Dynamics 365 Customer Insights |
This module will cover relationships, activities, measures, and segments.
Lessons: |
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Lab: Work with activities
Lab: Define measures Lab: Create segments |
After completing this module, students will be able to: |
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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: |
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Lab: Subscription Churn Model
Lab: Predictions Lab: Enrich data |
After completing this module, students will be able to: |
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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: |
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Lab: Extend with the Power Platform
Lab: Extend with the Dynamics 365 apps |
After completing this module, students will be able to: |
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Torque IT specializes in providing our Clients with Vendor authorized instructor-led training, enablement IT courses, and certification solutions.
Associated certifications and exam:
This course prepares students to write Exam MB-260: Microsoft Customer Data Platform Specialist.
On successful completion of this course students will receive a Torque IT attendance certificate.

Microsoft Overview
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