MB-260: Microsoft Customer Data Platform Specialist


• Duration: 3 Days
• Mode of Delivery: Online -Instructor-led training
• Job role: Functional Consultant, Data Engineer, Data Analyst, Data Scientist
• Preparation for exam: MB-260
• Cost: USD$1750
Customer Data Platform specialists implement solutions that provide insight into customer profiles and that track engagement activities to help improve customer experiences and increase customer retention. In this course, participants 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.


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.


As a functional consultant, you need to have the interest to learn how things function, strong communication skills, and inquisitive nature. Solving complex issues using logic should be your favorite part of the job.

Skills Gained

After completing this course, students will be able to:
• Design Customer Insights solutions
• Ingest data into Customer Insights
• Create customer profiles by unifying data
• Implement AI predictions in Customer Insights
• Configure measures and segments
• Configure third-party connections
• Administer Customer Insights

Course outline

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

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


Click on the following link to see the Current Course Schedule
Our minimum class-size is 3 for this course.
If there are no scheduled dates for this course, it can be customized to suit the time and skill needs of clients and it can be held online, at a rented location or at your premises.
Click on the following link below to arrange for a custom course: Enquire about a course date

Product Information

Product Information

Additional Information and FAQs

CERTFICATE OF COMPLETION: Participants will receive a certificate of completion at the end of a course. This is not an official certification for the product and/or software. Our courses do indicate the appropriate certification exam(s) that the participant can sit. Data Vision Systems does not provide certification or deliver the certification exams. Participants are responsible for arranging and paying for the certification exams on the appropriate certification body.

CANCELLATION POLICY: There is never a fee for cancelling seven business days before a class for any reason. Data Vision Systems reserves the right to cancel any course due to insufficient registration or other extenuating circumstances. Participants will be advised prior to doing so.


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