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Microsoft
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MB-260: Microsoft Dynamics 365 Customer Insights (Data) Specialist
The Microsoft Certified: MB-260 Dynamics 365 Customer Insights (Data) Specialty certification focuses on validating the skills required to configure and use Microsoft Dynamics 365 Customer Insights to unify customer data and derive insights.
4.00 Day (32 hours)
Intermediate Level
Choose your learning method
Overview Course Detail Target Audience Prerequisites Course Outline FAQs

As a candidate for this exam, you implement solutions that provide insights into customer profiles and that track engagement activities to help improve customer experiences. You should have firsthand experience with:

  • Dynamics 365 Customer Insights - Data
  • Microsoft Power Query
  • Microsoft Dataverse
  • Microsoft Azure Data Lake Storage
  • Azure Data Factory pipelines

You should also have direct experience with practices related to:

  • Privacy, compliance, and consent
  • Security
  • Responsible AI

This certification and its renewal assessment will retire on November 30, 2024. You will no longer be able to earn or renew this certification after this date. 

What's in it for you?
  • What's in it for you?
  • 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
Who should attend?
  • Data Analyst
  • Data Scientist
  • Dynamics Functional Consultant
Prerequisites

You should have a general understanding of Designing and Implementing a Data Science Solution on Azure (DP-100) 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

Microsoft Dynamics 365 Customer Insights (Data) Specialist Training Outline
Get started with Dynamics 365 Customer Insights – Data
  • Lesson: Introduction to the customer data platform
  • Lesson: Administer Dynamics 365 Customer Insights - Data
  • Lesson: Explore user permissions in Dynamics 365 Customer Insights – Data
  • Lab 1.1: Verify environment
Ingest data into Dynamics 365 Customer Insights – Data
  • Lesson: Import and transform data
  • Lesson: Connect to data sources
  • Lesson: Work with data
  • Lab 2.1: Ingest data
Create a unified customer profile in Dynamics 365 Customer Insights – Data
  • Lesson: Define source columns and duplicate record settings
  • Lesson: Define matching rules
  • Lesson: Create a unified customer profile
  • Lesson: Find customers
  • Lab: 3.1: Unify the data
Work with Dynamics 365 Customer Insights – Data
  • Lesson: Define relationships and activities
  • Lesson: Work with measures
  • Lesson: Work with segments
  • Lab 4.1: Work with activities
  • Lab 4.2: Define measures
  • Lab 4.3: Create segments
Enrich data and predictions with Dynamics 365 Customer Insights – Data
  • Lesson: Enrich data
  • Lesson: Use predictions
  • Lesson: Use machine learning models
  • Lab 5.1: Enrich data
  • Lab 5.2: Predictions
  • Lab 5.3: Subscription Churn Model
Manage external connections with Dynamics 365 Customer Insights – Data – Data
  • Lesson: Export data from Customer Insights - Data - Data
  • Lesson: Use Customer Insights - Data - Data with Microsoft Power Platform
  • Lesson: Display Customer Insights - Data - Data records in Dynamics 365 apps
  • Lesson: More ways to extend Customer Insights - Data – Data
  • Lab 6.1: Extend with the Power Platform
  • Lab 6.2: Extend with the Dynamics 365 apps
Course FAQs
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.

Can I purchase my Microsoft Exam Voucher when I register for this class?

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

How do I access my Microsoft Exam Voucher?

Please reach out to info@industechservices.com after your course to obtain your exam voucher.

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