Microsoft Customer Data Platform Specialty MB260 Overview

Microsoft Customer Data Platform Specialty MB260 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Get Started with Dynamics 365 Customer Insights- Data

  • Introduction
  • Dynamics 365 Customer Insights
  • Work with Demo Data
  • Identify your Audience
  • Consume Customer Insights Data

Module 2: Ingest Data into Customer Insights-Data

  • Introduction
  • 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

Module 3: Create a Unified Customer Profile in Dynamics 365 Customer Insights – Data

  • Introduction
  • 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

Module 4: Work with Dynamics 365 Customer Insights – Data

  • Introduction
  • 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

Module 5: Enrich Data and Predictions with Customer Insights – Data

  • Introduction
  • Enrich Data
  • Brand and Interest Enrichment
  • Use Enrichment Services
  • Work with Predictions
  • Predict Subscription Churn
  • Use Machine-Learning Models

Module 6: Manage External Connections with Customer Insights - Data

  • Introduction
  • Export Customer Insights Data
  • Display Customer Data in Dynamics 365 Applications
  • Use Customer Insights - Data with Microsoft Power Platform
  • Use Customer Insights - Data with Azure Synapse
  • Use Customer Insights Apis

Module 7: Configure and Administer Customer Insights – Data

  • Introduction
  • Create and Set Up Environments
  • System Process Status
  • Schedule System Refreshes
  • Set Up User Permissions

Show moredowndown

Who should attend this Microsoft Customer Data Platform Specialty MB260 Training?

The Microsoft Customer Data Platform Specialty MB260 Training is targeted towards professionals who are focused on leveraging customer data for actionable insights, personalised marketing, and enhanced customer experiences.

The following professionals will benefit from this course:

  • Customer Relationship Managers
  • IT Managers
  • Sales Managers
  • Database Administrators
  • Data Scientists
  • E-commerce Managers
  • Social Media Managers

Prerequisites of the Microsoft Customer Data Platform Specialty MB260 Training

Before attending this course, delegates 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.

Microsoft Customer Data Platform Specialty MB260 Course Overview

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.

What you will gain from taking this Microsoft training course:

  • Clean, transform, and ingest data into Dynamics 365 Customer Insights.
  • Create a unified customer profile.
  • Work with Dynamics 365 Customer Insights.
  • Enrich data and predictions.
  • Set up and manage external connections.
  • Administer and monitor Customer Insights.

Show moredowndown

 

What’s included in this Microsoft Customer Data Platform Specialty MB260 Training?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

Show moredowndown

Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Customer Data Platform Specialty MB260. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft Customer Data Platform Specialty MB260, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

What our customers are saying

Microsoft Customer Data Platform Specialty MB260 FAQs

Please arrive at the venue at 8:45am.
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.
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.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 4 days
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Microsoft Customer Data Platform Specialty MB260 certification in Canada starts from CAD4695
The Knowledge Academy is the Leading global training provider for Microsoft Customer Data Platform Specialty MB260.
Show more down

Why choose us

icon

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

icon

Trusted & Approved

Microsoft Dynamics 365 Training

icon

Many delivery methods

Flexible delivery methods are available depending on your learning style.

icon

High quality resources

Resources are included for a comprehensive learning experience.

barclays Logo
deloitte Logo
Thames Water Logo

"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

santander logo
bmw Logo
Google Logo

Looking for more information on Microsoft Dynamics 365 Training?

backBack to course information

Get a custom course package

We may not have any package deals available including this course. If you enquire or give us a call on +1 6474932992 and speak to our training experts, we should be able to help you with your requirements.

cross

OUR BIGGEST SPRING SALE!

Special Discounts

red-starWHO WILL BE FUNDING THE COURSE?

close

close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.

close

close

Press esc to close

close close

Back to course information

Thank you for your enquiry!

One of our training experts will be in touch shortly to go overy your training requirements.

close close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.