Microsoft Dynamics 365 Customer Insights Advanced
Master advanced segmentation and customer data unification to drive effective CRM strategies.
Course Guaranteed to Run
Course guaranteed to run. If only one participant registers, the course is converted into private flexible 1-to-1 training and consulting.
Why This Course Matters
The Business Problem We Solve
Enterprise organisations hold customer data in multiple disconnected sources, leading to inefficient marketing and service strategies. This course will equip participants with the skills to unify customer data and segment audiences effectively, ensuring tailored communications that can lead to higher engagement and lower churn rates.
Who This Course Is Built For
- Data analysts
- CRM architects
- Marketing data specialists
- Customer intelligence managers
What You Will Be Able to Do
- Ingest and semantically map customer data.
- Unify customer identities and create a single, comprehensive customer profile.
- Segment audiences using multiple criteria.
- Activate segments across various platforms for targeted marketing.
- Govern customer data following compliance regulations.
Who Should Attend
What You Will Be Able to Do
- Configure data source connections including Dataverse, Azure Blob, Azure Data Lake Gen2, SQL Server, Salesforce, and Dynamics 365 Finance
- Ingest and semantically map customer data from multiple sources to the Common Data Model schema for unified profile construction
- Unify customer identities using match rules, deduplication logic, and merge policies
- Segment the unified customer base using attribute-based, measure-based, and compound segment criteria
- Activate segments and customer profiles to downstream destinations
Programme
Practical Exercises & Labs
- Ingest data from multiple sources and validate the ingestion.
- Map, match, and merge customer identities across sources.
- Build measures for key customer KPI metrics.
- Segment customers using various criteria and validate output.
- Apply AI predictions to customer segments.
Practical Deliverables
Teaching Methods
Certification & Exam Alignment
Certification alignment: MB-260: Dynamics 365 Customer Insights Data Specialist, administered at Pearson VUE. DanAf provides readiness support.
This course constitutes direct preparation for the MB-260: Microsoft Dynamics 365 Customer Insights Data Specialist examination, administered independently at Pearson VUE.
The exam is not automatically included unless explicitly stated. The exam may be administered independently by the relevant certification body or testing provider.
Prerequisites
Assessment
Delivery Options
Upcoming Sessions
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