Booking options
Price on Enquiry
Price on Enquiry
Delivered Online
4 days
All levels
Duration
4 Days
24 CPD hours
This course is intended for
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.
Overview
After completing this course, you will be able to:
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
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 specialty course starts with creating a unified profile and then working with customer data.
Module 1: Get started with Dynamics 365 Customer Insights
Introduction to the customer data platform
Administer Dynamics 365 Customer Insights
Explore user permissions in Dynamics 365 Customer Insights
Module 2: Ingest data into Dynamics 365 Customer Insights
Import and transform data
Connect to data sources
Work with data
Module 3: Create a unified customer profile in Dynamics 365 Customer Insights
Map data
Match data
Merge data
Find customers
Module 4: Work with Dynamics 365 Customer Insights
Explore Audience insights
Define relationships and activities
Work with measures
Work with segments
Module 5: Enrich data and predictions with Audience insights
Enrich data
Use predictions
Use machine learning models
Module 6: Manage external connections with Customer Data Platform
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
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