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Microsoft

Unlock customer intent with Dynamics 365 Customer Insights - Data

Microsoft via Microsoft Learn

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Overview

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  • Learn about the Microsoft Dynamics 365 Customer Insights - Data.

    This module explains how to:

    • Explore Customer Data Platform and learn why it matters to organizations.
    • Get started working with Dynamics 365 Customer Insights - Data, including accessing the application and navigating to the different capabilities.
    • Learn about the Customer Insights - Data capability and how to get started working with it.
    • Learn about Copilot in Customer Insights - Data.
  • Learn how to ingest data into Customer Insights - Data.

    This module explains how to:

    • Ingest data using Power Query.
    • Connect to an Azure Data Lake.
    • Connect to a Microsoft Dataverse.
    • Work with data sets.
    • Learn about data refreshes.
    • Export data.
  • 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
  • This module discusses how Customer Insights - Data can assist organizations by examining the different prediction options that are available.

    This module explains how to:

    • Work with predictions
    • Predict subscription churn
    • Predict transaction churn
    • Use machine-learning models
    • Add a workflow for a custom model
  • Learn how to manage external connections with Microsoft Dynamics 365 Customer Insights - Data.

    This module explains how to:

    • Export Customer Insights data.
    • Display customer data in Microsoft Dynamics 365 applications.
    • Use Customer Insights - Data with Microsoft Power Platform.
    • Use Customer Insights - Data with Microsoft Azure Synapse Analytics.
    • Use Customer Insights - Data APIs.
  • 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 Dynamics 365 Customer Insights - Data
    • Introduction
    • Dynamics 365 Customer Insights - Data
    • Customer Insights architecture
    • Work with demo data
    • Get started
    • 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
  • Predictions in Dynamics 365 Customer Insights - Data
    • Introduction
    • Work with predictions
    • Predict subscription churn
    • Predict transaction churn
    • Use machine-learning models
    • Add a workflow for a custom model
    • Check your knowledge
    • Summary
  • Manage external connections with Customer Insights - Data
    • Introduction
    • Export Customer Insights data
    • Display customer data in Dynamics 365 applications
    • Use Customer Insights - Data with Microsoft Power Platform
    • Use Customer Insights - Data with Azure Synapse
    • Use Customer Insights APIs
    • 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

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