Course Description
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 - Data 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.
Course Objectives
- Familiarity with Dynamics 365 Customer Insights
- Data
- Firsthand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform.
Course Outline
1 - Get started with Dynamics 365 Customer Insights
- Dynamics 365 Customer Insights
- Work with demo data
- Identify your audience
- Consume Customer Insights data
- Check your knowledge
2 - Ingest data into Customer Insights
- Import data sources using Power Query
- Clean, transform, and load data
- Connect to a Common Data Model
- Connect to a Microsoft Dataverse
- Work with data sets
- Refresh data sources
- Export data
- Check your knowledge
3 - Create a unified customer profile in Dynamics 365 Customer Insights
- Define source fields
- Define duplicate record settings
- Define matching conditions
- Create a unified customer profile
- Check your knowledge
4 - Work with Dynamics 365 Customer Insights
- Configure searching and filtering indexes
- Define relationships and activities
- Work with measures
- Segmentation
- Get suggested segments
- Segment insights
- Use Customer Insights for a complete solution
- Check your knowledge
5 - Enrich data and predictions with Customer Insights
- Enrich data
- Brand and interest enrichment
- Use enrichment services
- Work with predictions
- Predict subscription churn
- Use machine-learning models
- Check your knowledge
Course Prerequisites
- 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
Course Information
Length: 4 day
Format: Lecture and Lab
Delivery Method: n/a
Max. Capacity: 16
Schedule
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Who Should Attend
Candidates should be familiar with Dynamics 365 Customer Insights - Data 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.
