Microsoft Customer Data Platform Specialty (MB-260T00)

1. Get started with Dynamics 365 Customer Insights
   This lesson will cover the business value of a customer data platform and the user interface of Dynamics 365 Customer Insights.
   1. Introduction to the customer data platform
   2. Administer Dynamics 365 Customer Insights
   3. Explore user permissions in Dynamics 365 Customer Insights
   4. On completing this lesson, you will have learned to:
      • Describe the value of a customer data platform
      • Describe the functionality of Dynamics 365 Customer Insights
      • Administer environments and users in Dynamics 365 Customer Insights
2. Ingest data into Dynamics 365 Customer Insights
   This lesson will cover how to clean, transform, and import Data into Customer Insights.
   1. Import and transform data
   2. Connect to data sources
   3. Work with data
   4. On completing this lesson, you will have learned to:
      • Perform data transformation and import data using Power Query
      • Connect to Microsoft Dataverse and Common Data Model sources
      • Set up data refreshes
3. Create a unified customer profile in Dynamics 365 Customer Insights
   This lesson will cover how to map, match, and merge data to create a unified customer profile. After creating the customer profile, we will define search and filter indexes to search for customers.
   1. Map data
   2. Match data
   3. Merge data
   4. Find customers
   5. On completing this lesson, you will have learned to:
      • Map data, including using intelligent mapping, primary keys, and attribute types
      • Match data, including specifying order, rules, conditions, and deduplication
      • Merge data using system recommendations or manually
      • Configure search and filter indexes
      • Search for customers
4. Work with Dynamics 365 Customer Insights
   This lesson will cover relationships, activities, measures, and segments.
   1. Explore Audience insights
   2. Define relationships and activities
   3. Work with measures
   4. Work with segments
   5. On completing this lesson, you will have learned to:
      • Define activities
      • Define relationships
      • Create measures from scratch or use a template
      • Manage segments and get suggested segments
5. Enrich data and predictions with Audience insights
   This lesson will cover how to enrich data, including brand and interest enrichment, how to use predictions, and how to use machine learning models.
   1. Enrich data
   2. Use predictions
   3. Use machine learning models
   4. On completing this lesson, you will have learned to:
      • Identify the different options for data enrichment
      • Enrich their customer data
      • Define predictions
      • Predict subscription churn
      • Use machine learning models
      • Describe responsible AI principles
6. Manage external connections with Customer Data Platform
   This lesson will cover extension options for Customer Insights data, including how to surface data in Dynamics 365 applications and the Microsoft Power Platform.
   1. Export Customer Insights data
   2. Use Customer Insights with Microsoft Power Platform
   3. Display Customer Insights data in Dynamics 365 apps
   4. More ways to extend Customer Insights
   5. On completing this lesson, you will have learned to:
      • Surface Customer Insights data in Dynamics 365
      • Use Customer Insights with Power Apps, Power Automate, and Power BI
      • Use Customer Insights with Azure Synapse Analytics
      • Understand use cases for Customer Insights APIs

Course Labs

1. Verify environment
2. Ingest data
3. Unify the data
4. Work with activities
5. Define measures
6. Create segments
7. Subscription Churn Model
8. Predictions
9. Enrich data
10. Extend with the Power Platform
11. Extend with the Dynamics 365 apps