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Microsoft Dynamics 365 Customer Insights (Data) Specialist (MB-260)

Course 8669

  • Duration: 4 days
  • Exam Voucher: Yes
  • Language: English
  • Level: Intermediate

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 Data Platform Specialty 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.

Customer Data Platform Delivery Methods

  • In-Person

  • Online

Customer Data Platform Course Benefits

In this course, you will learn how 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.

Prerequisites

You should have a general understanding of Designing and Implementing a Data Science Solution on Azure (DP-100) and Azure Data Factory Training: Designing and Implementing Data Integration Solutions.

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

Exam Information:

This course will help you prepare for Microsoft Exam MB-260: Microsoft Customer Data Platform Specialist.

Customer Data Platform Instructor-Led Course Outline

Get started with Dynamics 365 Customer Insights and learn how to gain insights to your customers. 

In this module, you'll: 

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

Customer Insights ingests data from all your different data sources and unifies them into a single customer profile. Within the customer profile, you can track data across different demographics and identify trends based on the critical data you want to track. 

In this module, you will: 

  • Ingest data using Power Query. 
  • Connect to a Common Data Model. 
  • Connect to a Microsoft Dataverse. 
  • Work with data sets. 
  • Learn about 

Dynamics 365 Customer Insights is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights. 

In this module, you will: 

  • Learn how to create a Customer Insights instance. 
  • Learn how to ingest data. 
  • Learn about data unification. 

Customer Insights ingests data from all your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights. 

In this module, you'll: 

  • Configure searching and filtering indexes. 
  • Define relationships and activities. 
  • Work with measures. 
  • Use Customer Insights. 

Enrich your data with other data sources and use AI to make predictions based on historical data. 

In this module, you'll: 

  • Discover the enrichment and prediction options that are available in Customer Insights. 
  • Configure brand and interest functions. 
  • Enrich data with partner services. 
  • Set up and configure a customer churn prediction model. 
  • Add custom machine-learning models. 
Get This Course $3,285 GOV $2,890 For Team Prices Call: 888-843-8733

  • 4-day instructor-led training course

  • Hands-on labs included

  • Microsoft Official Courseware

  • After-course instructor-coaching included

  • MOC exam voucher included in course tuition

Get the Advantage $4,895
  • Take this course and gain unlimited access to more than 300 virtual instructor-led courses
  • Future-proof your career with more than 100 sought-after certifications in the market
  • Build real skills through hands-on learning in more than 180 virtual labs
  • Grow your skills and capabilities with more than one course at a time and save
Thank you for choosing subscriptions!
#8669
  • Jun 4 - 7 9:00 AM - 4:30 PM EDT
    Herndon, VA or AnyWare
  • Jul 16 - 19 9:00 AM - 4:30 PM EDT
    New York or AnyWare
  • Aug 6 - 9 9:00 AM - 4:30 PM EDT
    Ottawa or AnyWare
  • Sep 3 - 6 9:00 AM - 4:30 PM EDT
    Herndon, VA or AnyWare
  • Dec 3 - 6 9:00 AM - 4:30 PM EST
    Herndon, VA or AnyWare
  • Mar 4 - 7 9:00 AM - 4:30 PM EST
    Herndon, VA or AnyWare

  • 4-day instructor-led training course

  • Hands-on labs included

  • Microsoft Official Courseware

  • After-course instructor-coaching included

  • MOC exam voucher included in course tuition

Get the Advantage $4,895
  • Take this course and gain unlimited access to more than 300 virtual instructor-led courses
  • Future-proof your career with more than 100 sought-after certifications in the market
  • Build real skills through hands-on learning in more than 180 virtual labs
  • Grow your skills and capabilities with more than one course at a time and save
Thank you for choosing subscriptions!
#8669
  • Jun 4 - 7 9:00 AM - 4:30 PM EDT
    Herndon, VA or AnyWare
  • Jul 16 - 19 9:00 AM - 4:30 PM EDT
    New York or AnyWare
  • Aug 6 - 9 9:00 AM - 4:30 PM EDT
    Ottawa or AnyWare
  • Sep 3 - 6 9:00 AM - 4:30 PM EDT
    Herndon, VA or AnyWare
  • Dec 3 - 6 9:00 AM - 4:30 PM EST
    Herndon, VA or AnyWare
  • Mar 4 - 7 9:00 AM - 4:30 PM EST
    Herndon, VA or AnyWare

  • Bring this or any training to your organization

  • Full-scale program development

  • Delivered when, where, and how you want it

  • Blended learning models

  • Tailored content

  • Expert team coaching

  • MOC exam voucher included in course tuition

Get the Advantage $4,895
  • Take this course and gain unlimited access to more than 300 virtual instructor-led courses
  • Future-proof your career with more than 100 sought-after certifications in the market
  • Build real skills through hands-on learning in more than 180 virtual labs
  • Grow your skills and capabilities with more than one course at a time and save
Thank you for choosing subscriptions!
#8669
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Customer Data Platform FAQs

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 a working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.

Customer Data Platform specialists implement solutions that provide insight into customer profiles and track engagement activities to help improve customer experiences and increase customer retention.

Yes! This class helps attendees prepare for the Microsoft Certification Exam MB-260: Microsoft Customer Data Platform Specialist (beta).

Yes!  Please just note it upon your registration, or you can request it when you call in to register!

This certification could be a great fit if you have significant experience with processes related to KPIs, data retention, validation, visualization, preparation, matching, fragmentation, segmentation, and enhancement. You should have a general understanding of Designing and Implementing a Data Science Solution on Azure (DP-100), {course:1279}, and Azure Data Factory Training: Designing and Implementing Data Integration Solutions.

Please reach out to info@learningtree.com after your course to obtain your exam voucher.

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