Course Overview

Discover into your customers. Get Insights insights and take action

Use an intuitive and flexible customer data platform (CDP) to unlock insights and power personalized customer experiences. Unify all your customer data across the full range of sources to get a single view of customers in real time

This class uses the Customer Insights and Dynamics 365 Customer Engagement to to predict churn, next best action, and product recommendations. Discover new audience segments with AI-driven recommendations, or define your own. Activate real-time insights on destinations including analytics, email marketing, advertising, and customer engagement platforms through turnkey integrations with Microsoft and third-party applications. Embed Customer Insights cards into your business applications for contextual insights and informed action. Trigger workflows in response to customer signals by using Power Automate.

Maximize customer lifetime value with AI-driven insights based on unified customer profiles. Transform into a customer-centric organization where marketing, sales, and service professionals have the insights they need to personalize engagement. See results faster with a real-time enterprise grade CDP designed to deliver insights that employees can act on with minimal training and IT assistance. Perform high-speed analytical processing and customize the solution using Microsoft Azure and Power Platform.

Course Outline

Customer Insights Advanced Training - Technical Airlift

Module 1: Overview of the Microsoft ‘Insights’ Products

• Dynamics 365 Sales Insights
  • Sales Insights Features
  • Pricing

• Dynamics 365 Customer Service Insights
  • Topic discovery in Customer Service Insights
  • Customer Service Insights dashboards
  • More about data sources
  • Pricing

• Dynamics 365 Customer Insights

Module 2: Creating a Customer Insights Instance

• Data Ingestion
  • DataSource
  • DataSet
• Data Unification
  • Unification Process; Map, Match and Merge
• Common Data Model
• Activities
  • Fields
  • Relationship
• Customers Page
  • Consolidated view of your customers
  • Available once you create the unified Customer entity
  • Search and Filter

• Relationships
  • Non-editable
  • Custom
• Measures
  • Customer Attribute
  • Customer Measure
  • Business Measure
• Segments
  • Static
  • Dynamics
  • Exporting Segments
• Data Enrichment
  • Demographics Matching
  • Brand & Category
  • MsftAudienceIntelligence entity
• Intelligence
  • Custom Models
  • Predictions

Module 3: Extracting the Value of Customer Insights

• Dynamics 365
  • Customer Card Add-in
  • Different Cards
    • Demographic
    • Timeline
    • Measures

• Dynamics 365 Marketing/Sales Integration
  • Dynamics 365 Marketing
  • Pillars of Segmentation

• Power BI
  • Power BI Family
  • Power Bi with Customer Insights

• Power Automate
  • Power Automate offers
  • Attributes of a workflow
  • Anatomy of workflow

• Power Apps
  • Benefits of low-code app development
  • A platform for all Organizations
  • A platform for all makers
  • The Power App Connector

• Azure Synapse Analytics
  • Data Lake
  • Data Warehouse
  • Introducing Azure Synapse Analytics

Module 4: Customer Insights Extensibility

• Swagger
  • Swagger UI
  • Customer Insights – The APIs

We look forward to your great success!