MB-260 Training: Customer Data Platform Specialist

Customer Data Platform Specialty Training MB-260

Certification: Customer Data Platform Specialty

You will learn how to:

• Clean, transform, and ingest data into Dynamics 365 Customer Insights
• Create a unified customer profile
• Work with Dynamics 365 Audience insights

MB-260 Microsoft Customer Data Platform Specialty Training

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, students 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.

Is this the Right MB-260 Microsoft Customer Data Platform Specialty Training

Course for you?

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 working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.

Good to know before you attend this class:

• 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

Course outline

The MB-260, known as Microsoft Dynamics 365 Customer Data Platform Specialist, focuses on configuring and managing the Customer Data Platform (CDP) within Dynamics 365. Here’s an outline of the updated course, including new modules:

Module 1: Introduction to Dynamics 365 Customer Data Platform

• Overview of Dynamics 365 Customer Data Platform
• Key features and functionalities
• Navigating the Customer Data Platform

Module 2: Data Ingestion

• Configuring data sources
• Importing data into the Customer Data Platform
• Managing data connections and integrations

Module 3: Data Unification

• Configuring data matching and merging rules
• Creating and managing unified customer profiles
• Handling data duplication and conflicts

Module 4: Data Enrichment

• Enriching customer data with external sources
• Utilizing AI for data enrichment
• Configuring data enrichment rules and processes

Module 5: Segmentation and Insights

• Creating customer segments
• Analyzing customer data
• Configuring and utilizing customer insights

Module 6: Customer Journey Orchestration

• Designing customer journeys
• Configuring journey triggers and actions
• Monitoring and optimizing customer journeys

Module 7: Consent and Preference Management

• Managing customer consent
• Configuring preference centers
• Ensuring compliance with data privacy regulations

New Module: AI and Predictive Analytics in CDP

• Utilizing AI in CDP: Implementing AI-driven insights and recommendations
• Predictive Analytics: Leveraging predictive analytics for customer behavior
• Customer Lifetime Value (CLV) Prediction: Using AI to predict CLV

Module 8: Data Governance and Compliance

• Configuring data governance policies
• Managing data privacy and compliance
• Implementing data security measures

Module 9: Integration with Other Dynamics 365 Applications

• Integrating with Dynamics 365 Marketing
• Integrating with Dynamics 365 Sales
• Power Platform integration

Module 10: Extending the Customer Data Platform

• Customizing the Customer Data Platform
• Developing custom connectors and integrations
• Utilizing APIs for data access and manipulation

Module 11: Reporting and Visualization

• Creating and managing reports
• Designing interactive dashboards
• Utilizing Power BI for advanced data visualization

Module 12: Best Practices and Case Studies

• Reviewing best practices for CDP implementation
• Analyzing real-world case studies
• Applying lessons learned to new implementations

These modules cover the comprehensive skills and knowledge required to effectively use and manage the Dynamics 365 Customer Data Platform, including new AI and predictive analytics features to enhance data-driven decision-making.

Related Certifications:
Microsoft Certified: Customer Data Platform Specialty
Learning Paths
Dynamics 365 Community