Module 1: Get started with Dynamics 365 Customer Insights
This module will cover the business value of a customer data platform and the
user interface of Dynamics 365 Customer Insights.
Lessons:
- Introduction to the customer data platform
- Administer Dynamics 365 Customer Insights
- Explore user permissions in Dynamics 365 Customer Insights
Module 2: Ingest data into Dynamics 365 Customer Insights
This module will cover how to clean, transform, and import Data into Customer
Insights.
Lessons:
- Import and transform data
- Connect to data sources
- Work with data
Module 3: Create a unified customer profile in Dynamics 365 Customer
Insights
This module will cover how to map, match, and merge data to create a unified
customer profile. After creating the customer profile, we will define search and
filter indexes to search for customers.
Lessons:
- Map data
- Match data
- Merge data
- Find customers
Module 4: Work with Dynamics 365 Customer Insights
This module will cover relationships, activities, measures, and segments.
Lessons:
- Explore Audience insights
- Define relationships and activities
- Work with measures
- Work with segments
Module 5: Enrich data and predictions with Audience insights
This module will cover how to enrich data, including brand and interest
enrichment, how to use predictions, and how to use machine learning models.
Lessons:
- Enrich data
- Use predictions
- Use machine learning models
Module 6: Manage external connections with Customer Data Platform
This module will cover extension options for Customer Insights data,
including how to surface data in Dynamics 365 applications and the Microsoft
Power Platform.
Lessons:
- Export Customer Insights data
- Use Customer Insights with Microsoft Power Platform
- Display Customer Insights data in Dynamics 365 apps
- More ways to extend Customer Insights