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.
Microsoft Dynamics 365 Power Platform developers who are familiar with Dynamics 365 Customer Insights and have first hand 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.
Before attending this course, students must have familiarity with Dynamics 365 Customer Insights and first hand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform.
After completing this course, students 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
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.
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.
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.
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.
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.
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.
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
= Scheduled class
= Guaranteed to run
= Fully booked