MB-260 Microsoft Customer Data Platform Specialist

This module will cover the business value of a customer data platform and the user interface of Dynamics 365 Customer Insights.

• Introduction to the customer data platform
• Administer Dynamics 365 Customer Insights
• Explore user permissions in Dynamics 365 Customer Insights

Lab : Verify environment

After completing this module, students will be able 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

This module will cover how to clean, transform, and import Data into Customer Insights.

• Import and transform data
• Connect to data sources
• Work with data

Lab : Ingest data

After completing this module, students will be able to:

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

This module 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.

• Map data
• Match data
• Merge data
• Find customers

Lab : Unify the data

After completing this module, students will be able 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

This module will cover relationships, activities, measures, and segments.

• Explore Audience insights
• Define relationships and activities
• Work with measures
• Work with segments

Lab : Work with activities

Lab : Define measures

Lab : Create segments

After completing this module, students will be able to:

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

This module will cover how to enrich data, including brand and interest enrichment, how to use predictions, and how to use machine learning models.

• Enrich data
• Use predictions
• Use machine learning models

Lab : Subscription Churn Model

Lab : Predictions

Lab : Enrich data

After completing this module, students will be able 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

This module will cover extension options for Customer Insights data, including how to surface data in Dynamics 365 applications and the Microsoft Power Platform.

• Export Customer Insights data
• Use Customer Insights with Microsoft Power Platform
• Display Customer Insights data in Dynamics 365 apps
• More ways to extend Customer Insights

Lab : Extend with the Power Platform

Lab : Extend with the Dynamics 365 apps

After completing this module, students will be able 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