Overview
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- Module 1: Learn about the Microsoft Dynamics 365 Customer Insights solution and its two options, audience and engagement insights.
- 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.
- Module 2: Learn how to ingest data into Audience insights
- 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.
- Module 3: Learn about creating a unified customer profile in Audience insights.
- Learn how to create a Audience insights instance.
- Learn how to ingest data.
- Learn about data unification.
- Module 4: Learn about working with Audience insights.
- Configure searching and filtering indexes.
- Define relationships and activities.
- Work with measures.
- Use Audience insights.
- Module 5: Enrich your data with other data sources and use AI to make predictions based on historical data.
- 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.
- Module 6: Learn how to manage external connections with Customer Data Platform in Microsoft Dynamics 365 Customer Insights.
- 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.
- Module 7: Use the Customer Data Platform to administer permission configuration, environments, and system processes.
- 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.
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