Microsoft Customer Data Platform Specialty

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 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.

 

Audience

 

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

Job role: Functional Consultant

 

Prerequisites

 

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

 

Topics

 

Module 1: Get started with Dynamics 365 Customer Insights

Module 2: Ingest data into Dynamics 365 Customer Insights

Module 3: Create a unified customer profile in Dynamics 365 Customer Insights

Module 4: Work with Dynamics 365 Customer Insights

Module 5: Enrich data and predictions with Audience insights

Module 6: Manage external connections with Customer Data Platform