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 dates and course fee may be subjected to changes.
Course Outline
Lesson 1: Get started with Dynamics 365 Customer Insights
- Dynamics 365 Customer Insights
- Work with demo data
- Identify your audience
- Consume Customer Insights data
Lesson 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
Lesson 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
- Exercise – Create a Customer Insights instance, ingest data, and unify data
Lesson 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
Lesson 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
