Microsoft 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 solution, including how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer data. This specialty course starts with creating a unified profile and then working with customer data.
Your course package is designed to provide maximum learning and convenience. This is included in the price of your course:
Your expert instructor will get you ready for the following exam and certification, which are included in your course package and covered by the Certification guarantee.
You´ll have the perfect starting point for your training with these prerequisites:
Using our engaging learning methodology using a variety of tools, we’ll cover the entire curriculum.
Module 1: Get started with the Customer Data Platform
This module will cover the business value of a customer data platform and the user interface of Dynamics 365 Customer Insights.
- Introduction to the Customer Data Platform
- 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
Module 2: Ingest data into Customer Insights
This module will cover how to clean, transform, and import Data into Customer Insights.
- Import and transform data
- Connect to data sources
- Work with data
Module 3: Create a unified customer profile in Dynamics 365 Audience Insights
This module will cover how to map, match, and merge data to create a unified customer profile.
- Map data
- Match data
- Merge data
Module 4: Work with Dynamics 365 Audience insights
This module will cover search and filter indexes, relationships, activities, measures, and segments.
- Introduction to Audience insights
- Configure searching and filtering indexes
- Define relationships and activities
- Work with measures
- Work with 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.
- Enrich data
- Use predictions
- Use machine learning models
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.
- Export Customer Insights data
- Display Customer Insights data in Dynamics 365 apps
- Use Customer Insights with Microsoft Power Platform
- More ways to extend Customer Insights
The Virtual Classroom is an online room, where you will join your instructor and fellow classmates in real time. Everything happens live and you can interact freely, discuss, ask questions, and watch your instructor present on a whiteboard, discuss the courseware and slides, work with labs, and review.
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