Learn how Dynamics 365 Customer Insights - Data unifies customer signals and uses Copilot to help teams discover insights, build segments, and drive business outcomes faster.
This module explains how to:
- Explain how an AI-powered customer data platform supports customer understanding and business decisions.
- Navigate Dynamics 365 Customer Insights - Data and identify key capabilities for unification and insight activation.
- Use Copilot capabilities such as natural-language discovery, capability guidance, and segment creation.
- Connect platform capabilities to real-world marketing, sales, and service outcomes.
Learn how to ingest and prepare data in Dynamics 365 Customer Insights - Data so your organization can create high-quality unified profiles and AI-ready insights.
This module explains how to:
- Ingest data by using Power Query and attached data source connectors.
- Connect to Azure Data Lake and Microsoft Dataverse data sources.
- Prepare data for unification and downstream segmentation and analytics.
- Manage data sets and refresh behavior for reliable, current insights.
- Apply ingestion practices that improve confidence in AI-assisted outcomes.
Learn about creating a unified customer profile in Customer Insights - Data.
In this module, you will:
- Learn how to create a Customer Insights - Data instance.
- Learn how to ingest data.
- Learn about data unification.
Learn about working with Customer Insights - Data.
This module explains how to:
- Configure searching and filtering indexes.
- Define relationships and activities.
- Work with measures.
- Use Customer Insights - Data.
Microsoft Dynamics 365 Customer Insights - Data enrichment options allow organizations to merge data from other authoritative data sources with Microsoft customer data. This feature allows your organization to take more informed and targeted approaches toward nurturing customers and marketing to them.
In this module, you'll learn:
- How to use enrichment
- Brand and interest capabilities and how to configure the functionality
- Extra enrichment options that are available by using partner services in the application
Use the Customer Data Platform to administer permission configuration, environments, and system processes in Customer Insights - Data.
In this module, you will:
- Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights - Data instance.
- Manage tasks and processes.
- Manage data refresh schedules.
- Define security permissions.

Syllabus

Get started with an AI-powered customer data platform in Dynamics 365
- Introduction
- Explore the core capabilities of Customer Insights - Data
- Customer Insights architecture
- Customer Insights - Data in action
- Explore the application
- Consume Customer Insights data
- Copilot in Customer Insights - Data
- Check your knowledge
- Summary
Ingest data into Customer Insights - Data
- Introduction
- Import data sources using Power Query
- Clean, transform, and load data
- Connect to an Azure Data Lake
- Connect to a Microsoft Dataverse
- Work with data sets
- Refresh data sources
- Check your knowledge
- Summary
Create a unified customer profile in Dynamics 365 Customer Insights - Data
- Introduction
- Define source columns
- Define duplicate record settings
- Define matching rules
- Create a unified customer profile
- Check your knowledge
- Summary
Work with Dynamics 365 Customer Insights - Data
- Introduction
- Configure searching and filtering indexes
- Define activities
- Work with measures
- Segmentation
- Get suggested segments
- Segment insights
- Use Copilot in Dynamics 365 Customer Insights - Data
- Use Customer Insights - Data for a complete solution
- Check your knowledge
- Summary
Data enrichment in Dynamics 365 Customer Insights - Data
- Introduction
- Get started with enriching data
- Brand and interest enrichment
- Use enrichment services
- Check your knowledge
- Summary
Configure and administer Customer Insights - Data
- Introduction
- Create and set up environments
- System process status
- Schedule system refreshes
- Set up user permissions
- Check your knowledge
- Summary