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Microsoft

Unlock customer intent with Dynamics 365 Customer Insights - Data

Microsoft via Microsoft Learn

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Overview

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  • Module 1: Learn about the Microsoft Dynamics 365 Customer Insights solution and its two options, audience and engagement insights.

    • In this module, you'll:

    • Explore Customer Data Platform and learn why it matters to organizations.
    • Get started working with Dynamics 365 Customer Insights, including accessing the application and navigating to the different capabilities.
    • Learn about the audience insights capability and how to get started working with it.
    • Examine the engagement insights capability and how to get started working with it.
  • Module 2: Learn how to ingest data into Audience insights

    • In this module, you will:

    • Ingest data using Power Query.
    • Connect to a Common Data Model.
    • Connect to a Microsoft Dataverse.
    • Work with data sets.
    • Learn about data refreshes.
    • Export data.
  • Module 3: Learn about creating a unified customer profile in Audience insights.

    • In this module, you will:

    • Learn how to create a Audience insights instance.
    • Learn how to ingest data.
    • Learn about data unification.
  • Module 4: Learn about working with Audience insights.

    • In this module, you'll:

    • Configure searching and filtering indexes.
    • Define relationships and activities.
    • Work with measures.
    • Use Audience insights.
  • Module 5: Enrich your data with other data sources and use AI to make predictions based on historical data.

    • In this module, you'll:

    • Discover the enrichment and prediction options that are available in Audience insights.
    • Configure brand and interest functions.
    • Enrich data with partner services.
    • Set up and configure a customer churn prediction model.
    • Add custom machine-learning models.
  • Module 6: Learn how to manage external connections with Customer Data Platform in Microsoft Dynamics 365 Customer Insights.

    • In this module, you will:

    • Export Customer Insights data.
    • Display customer data in Microsoft Dynamics 365 applications.
    • Use Customer Insights with Microsoft Power Platform.
    • Use Customer Insights with Microsoft Azure Synapse Analytics.
    • Use Customer Insights APIs.
  • Module 7: Use the Customer Data Platform to administer permission configuration, environments, and system processes.

    • In this module, you will:

    • Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights instance.
    • Manage tasks and processes.
    • Manage data refresh schedules.
    • Define security permissions.

Syllabus

  • Module 1: Get started with Customer Data Platform
    • Introduction
    • Dynamics 365 Customer Insights
    • Work with audience insights
    • Engagement insights overview
    • Check your knowledge
    • Summary
  • Module 2: Ingest data into Audience insights
    • 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
    • Check your knowledge
    • Summary
  • Module 3: Create a unified customer profile in Dynamics 365 Audience insights
    • Introduction to Audience insights
    • Mapping data
    • Matching data
    • Optimize matching rules
    • Merge data
    • Exercise - Create a Customer Insights instance, ingest data, and unify data
    • Check your knowledge
    • Summary
  • Module 4: Work with Dynamics 365 Audience insights
    • Introduction
    • Configure searching and filtering indexes
    • Define relationships and activities
    • Work with measures
    • Segmentation
    • Get suggested segments
    • Segment insights
    • Use Audience insights for a complete solution
    • Check your knowledge
    • Summary
  • Module 5: Enrich data and predictions with Audience insights
    • Introduction
    • Enrich data
    • Brand and interest enrichment
    • Use enrichment services
    • Work with predictions
    • Predict subscription churn
    • Use machine-learning models
    • Check your knowledge
    • Summary
  • Module 6: Manage external connections with Customer Data Platform
    • Introduction
    • Export Customer Insights data
    • Display customer data in Dynamics 365 applications
    • Use Customer Insights with Microsoft Power Platform
    • Use Customer Insights with Azure Synapse
    • Use Customer Insights APIs
    • Check your knowledge
    • Summary
  • Module 7: Administer the Customer Data Platform
    • Introduction
    • Create and set up environments
    • System process status
    • Schedule system refreshes
    • Set up user permissions
    • Check your knowledge
    • Summary

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