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Microsoft Customer Data Platform Specialty (MB-260)

Microsoft Customer Data Platform Specialty (MB-260)

Course 8669

Duration: 4 days
Language: English
Level: Intermediate

In this Data Platform Specialty 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.

Customer Data Platform Delivery Methods

In-Person
Online

Customer Data Platform Course Benefits

Clean, transform, and ingest data into Dynamics 365 Customer Insights

Create a unified customer profile

Work with Dynamics 365 Audience insights

Enrich data and predictions

Set up and manage external connections

Administer and monitor Customer Insights

Continue learning and face new challenges with after-course one-on-one instructor coaching

Customer Data Platform Instructor-Led Course Outline

Important Customer Data Platform Information

Prerequisites:

You should have a general understanding of Azure Data Science Certification Training (DP-100), Azure Synapse Analytics Training, and Azure Data Factory Training: Designing and Implementing Data Integration Solutions.
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

Who should attend?

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 a working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.
Customer Data Platform specialists implement solutions that provide insight into customer profiles and track engagement activities to help improve customer experiences and increase customer retention.

Exam Information:

This course will help you prepare for Microsoft Exam MB-260: Microsoft Customer Data Platform Specialist.

Module 1: Get started with Dynamics 365 Customer Insights

In this module, you will learn 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

Lab: Verify environment

Module 2: Ingest data into Dynamics 365 Customer Insights

In this module, you will learn to:

Perform data transformation and import data using Power Query
Connect to Microsoft Dataverse and Common Data Model sources
Set up data refreshes

Lab: Ingest data

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

In this module, you will learn 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

Lab: Unify the data

Module 4: Work with Dynamics 365 Customer Insights

In this module, you will learn to:

Explore Audience insights
Define activities
Define relationships
Create measures from scratch or use a template
Manage segments and get suggested segments

Lab: Work with activities

Lab: Define measures

Lab: Create segments

Module 5: Enrich data and predictions with Audience insights

In this module, you will learn 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

Lab: Subscription Churn Model

Lab: Predictions

Lab: Enrich data

Module 6: Manage external connections with Customer Data Platform

In this module, you will learn to:

Export Customer Insights data
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

Lab: Extend with the Power Platform

Lab: Extend with the Dynamics 365 apps

Get This Course $2,990

4-day instructor-led training course
Hands-on labs included
Microsoft Official Courseware
After-course coaching available

#8669

Jun 26 - 29 9:00 AM - 4:30 PM EDT

AnyWare
Aug 1 - 4 9:00 AM - 4:30 PM EDT

Ottawa or AnyWare
Sep 5 - 8 9:00 AM - 4:30 PM EDT

Herndon, VA or AnyWare
Oct 3 - 6 9:00 AM - 4:30 PM EDT

New York or AnyWare
Oct 31 - Nov 3 9:00 AM - 4:30 PM EDT

Ottawa or AnyWare
Dec 5 - 8 9:00 AM - 4:30 PM EST

Herndon, VA or AnyWare
Jan 2 - 5 9:00 AM - 4:30 PM EST

New York or AnyWare
Jan 30 - Feb 2 9:00 AM - 4:30 PM EST

Ottawa or AnyWare
Mar 5 - 8 9:00 AM - 4:30 PM EST

Herndon, VA or AnyWare
Apr 2 - 5 9:00 AM - 4:30 PM EDT

New York or AnyWare
May 7 - 10 9:00 AM - 4:30 PM EDT

Ottawa or AnyWare
Jun 4 - 7 9:00 AM - 4:30 PM EDT

Herndon, VA or AnyWare

Scroll to view additional course dates

4-day instructor-led training course
Hands-on labs included
Microsoft Official Courseware
After-course coaching available

#8669

Jun 26 - 29 9:00 AM - 4:30 PM EDT

AnyWare
Aug 1 - 4 9:00 AM - 4:30 PM EDT

Ottawa or AnyWare
Sep 5 - 8 9:00 AM - 4:30 PM EDT

Herndon, VA or AnyWare
Oct 3 - 6 9:00 AM - 4:30 PM EDT

New York or AnyWare
Oct 31 - Nov 3 9:00 AM - 4:30 PM EDT

Ottawa or AnyWare
Dec 5 - 8 9:00 AM - 4:30 PM EST

Herndon, VA or AnyWare
Jan 2 - 5 9:00 AM - 4:30 PM EST

New York or AnyWare
Jan 30 - Feb 2 9:00 AM - 4:30 PM EST

Ottawa or AnyWare
Mar 5 - 8 9:00 AM - 4:30 PM EST

Herndon, VA or AnyWare
Apr 2 - 5 9:00 AM - 4:30 PM EDT

New York or AnyWare
May 7 - 10 9:00 AM - 4:30 PM EDT

Ottawa or AnyWare
Jun 4 - 7 9:00 AM - 4:30 PM EDT

Herndon, VA or AnyWare

Scroll to view additional course dates

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#8669

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Customer Data Platform FAQs

Yes! This class helps attendees prepare for the Microsoft Certification Exam MB-260: Microsoft Customer Data Platform Specialist (beta).

Yes! Please just note it upon your registration, or you can request it when you call in to register!

This certification could be a great fit if you have significant experience with processes related to KPIs, data retention, validation, visualization, preparation, matching, fragmentation, segmentation, and enhancement. You should have a general understanding of Azure Data Science Certification Training (DP-100), Azure Synapse Analytics Training, and Azure Data Factory Training: Designing and Implementing Data Integration Solutions.

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