MB-260T00: Microsoft Customer Insights - Data Specialty Training

MB-260T00: Microsoft Customer Data Platform Speciality Training helps you to implement solutions that provide insights into the profile of customers and enable the path to track engagement activities. As a result, this helps in enhancing the experience of the customer and growing customer retention.

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Course Overview

Note: This course is scheduled to retire on November 29th, 2024. Below are the suggested replacements

MD-260T00: Microsoft Customer Data Platform Speciality Training is focused on implementing solutions that give you insights into the profile of customers and enable you to track engagement. As a result, this enhances the experience of the consumer and grows consumer retention.

In this training, learners will comprehend Dynamics 365 Customer Insight Solutions. This will include questions about how to anticipate customer plans with the help of segmentation, unify customer data with prebuilt connectors, and support customer data.

This specialty training begins with creating a suitable profile and performing with customer data.

Mode of Training

🏫 Classroom 💻 Live Online 🧪 Blended 👨‍👩‍👧‍👦 Private Group

What you will learn

Clean, convert, and ingest data into Dynamics 365 Customer Insights
Build a suitable customer profile
Operate with Dynamics 365 Audience insights
Improve data & predictions
Set up and operate external connections
Assist and observe Customer Insights

Who Should Attend This Course?

Candidates who have an understanding of Dynamics 365 Customer Insights and have expertise in one skill.
Candidates can also have skills in Dynamics 365 apps, Microsoft Data verse, Power Query, Microsoft Power Platform, and Common Data Model.
Given below are professionals who can use Microsoft Customer Data Platform Speciality Training to upskill their current positions:
- CRM Consultants
- Customer Insights Managers
- Marketing Professionals
- Dynamics 365 Administrators
- Data Analysts
- Business Intelligence Analyst
- Customer Relationship Managers
- IT professionals working with CRM solutions
- Sales Analyst
- Digital Transformation Specialists

Prerequisites

A basic understanding of customer data platforms and their role in customer relationship management is required.
A basic understanding of using Microsoft Office tools, Microsoft Power Platform, Power Query, and Microsoft Data Verse.
Familiarity with business procedures in sales and customer service domains.
Basic knowledge of concepts like data mapping, matching, and merging to create unified consumer profiles.

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📘 MB-260T00: Microsoft Customer Insights - Data Specialty Outline

Get started with Dynamics 365 Customer Insights - Data

Explore Customer Data Platform and learn why it matters to organizations
Get started working with Dynamics 365 Customer Insights - Data, including accessing the application and navigating to the different capabilities
Learn about the Customer Insights - Data capability and how to get started working with it

Ingest data into Customer Insights - Data

Ingest data using Power Query
Connect to an Azure Data Lake
Connect to a Microsoft Dataverse
Work with data sets
Learn about data refreshes
Export data

Create a unified customer profile in Dynamics 365 Customer Insights - Data

Learn how to create a Customer Insights - Data instance
Learn how to ingest data
Learn about data unification

Work with Dynamics 365 Customer Insights - Data

Configure searching and filtering indexes
Define relationships and activities
Work with measures
Use Customer Insights - Data

Enrich data and predictions with Customer Insights - Data

Discover the enrichment and prediction options that are available in Customer Insights - Data
Configure brand and interest functions
Enrich data with partner services
Set up and configure a customer churn prediction model
Add custom machine-learning models

Manage external connections with Customer Insights - Data

Export Customer Insights data
Display customer data in Microsoft Dynamics 365 applications
Use Customer Insights - Data with Microsoft Power Platform
Use Customer Insights - Data with Microsoft Azure Synapse Analytics
Use Customer Insights - Data APIs

Configure and administer Customer Insights - Data

Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights - Data instance
Manage tasks and processes
Manage data refresh schedules
Define security permissions