Unlock customer intent with Dynamics 365 Customer Insights - Data

In this module, you'll:

• Explore Customer Data Platform and learn why it matters to organizations.
• Get started working with Dynamics 365 Customer Insights, including accessing the application and navigating to the different capabilities.
• Learn about the audience insights capability and how to get started working with it.
• Examine the engagement insights capability and how to get started working with it.

In this module, you will:

• Ingest data using Power Query.
• Connect to a Common Data Model.
• Connect to a Microsoft Dataverse.
• Work with data sets.
• Learn about data refreshes.
• Export data.

In this module, you will:

• Learn how to create a Audience insights instance.
• Learn how to ingest data.
• Learn about data unification.

In this module, you'll:

• Configure searching and filtering indexes.
• Define relationships and activities.
• Work with measures.
• Use Audience insights.

In this module, you'll:

• Discover the enrichment and prediction options that are available in Audience insights.
• Configure brand and interest functions.
• Enrich data with partner services.
• Set up and configure a customer churn prediction model.
• Add custom machine-learning models.

In this module, you will:

• Export Customer Insights data.
• Display customer data in Microsoft Dynamics 365 applications.
• Use Customer Insights with Microsoft Power Platform.
• Use Customer Insights with Microsoft Azure Synapse Analytics.
• Use Customer Insights APIs.

In this module, you will:

• Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights instance.
• Manage tasks and processes.
• Manage data refresh schedules.
• Define security permissions.

• Introduction
• Dynamics 365 Customer Insights
• Work with audience insights
• Engagement insights overview
• Check your knowledge
• Summary

• Introduction
• Import data sources using Power Query
• Clean, transform, and load data
• Connect to a Common Data Model
• Connect to a Microsoft Dataverse
• Work with data sets
• Refresh data sources
• Export data
• Check your knowledge
• Summary

• Introduction to Audience insights
• Mapping data
• Matching data
• Optimize matching rules
• Merge data
• Exercise - Create a Customer Insights instance, ingest data, and unify data
• Check your knowledge
• Summary

• Introduction
• Configure searching and filtering indexes
• Define relationships and activities
• Work with measures
• Segmentation
• Get suggested segments
• Segment insights
• Use Audience insights for a complete solution
• Check your knowledge
• Summary

• Introduction
• Enrich data
• Brand and interest enrichment
• Use enrichment services
• Work with predictions
• Predict subscription churn
• Use machine-learning models
• Check your knowledge
• Summary

• Introduction
• Export Customer Insights data
• Display customer data in Dynamics 365 applications
• Use Customer Insights with Microsoft Power Platform
• Use Customer Insights with Azure Synapse
• Use Customer Insights APIs
• Check your knowledge
• Summary

• Introduction
• Create and set up environments
• System process status
• Schedule system refreshes
• Set up user permissions
• Check your knowledge
• Summary