MB-260: Microsoft Customer Data Platform
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Course
MB-260: Microsoft Customer Data Platform
Discover the power of Dynamics 365 Customer Insights. Learn how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer information.
Benefit from instructor-led preparation for the MB-260 certification exam with tips, tricks, guidance, and mentored support.
vILT
Mentored
INTERMEDIATE
MB-260: Microsoft Customer Data Platform Specialty is a four-day, intermediate level course that prepares you for the role of a customer data platform specialist. In this role, you would implement solutions that provide insights into customer profiles, and track engagement activities to help improve customer experiences and enhance customer retention. To get the most out of this course, you should be familiar with Dynamics 365 Customer Insights and have experience with one or more Dynamics 365 apps; Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform.
During this course, you will build your understanding of the business value of a customer data platform and the user interface of Dynamics 365 Customer Insights. You will explore how to administer environments and users in the app, and connect to Microsoft Dataverse and Common Data Model sources. You will develop skills for performing data transformation and importing data using Power Query. You will investigate how to map, match, and merge data to create a unified customer profile, and then conduct search/filter indexes to find them from the database. You will learn how to establish relationships, define measures, and create/manage the segments. You will look at subscription churn, define predictions, and use machine learning models. Plus, you will learn to use Customer Insights with Power Apps, Power Automate, Power BI and Azure Synapse Analytics.
Overall, this course will prepare you for taking the MB-260: Microsoft Customer Data Platform Specialist exam. You can also gain Microsoft Certified: Customer Data Platform Specialty certification by taking this exam. Entry for these exam is not included. However, you will get a clear overview of the Microsoft certification process, plus you will get the tips and tricks, testing strategies, practice questions and useful information to help you pass the exam successfully.
This course comprises 6 purposely designed modules that take you on a carefully defined learning journey.
It is an instructor-led course which runs to a fixed schedule, with set start and finish dates. It is driven forward by your instructor and features live sessions that are aired at a set time. You will, however, have time to complete certain activities at your own pace outside of the live sessions.
The materials for each module are accessible from the start of the course and will remain available for the duration of your enrollment. Methods of learning and assessment will include reading material, hands-on labs, and online exam questions.
As part of our mentoring service you will have access to valuable guidance and support throughout the course. We provide a dedicated discussion space where you can ask questions, chat with your peers, and resolve issues.
Once you have successfully completed the course, you will earn your Certificate of Completion.
After completing this course, you will be able to:
- Design Customer Insights solutions.
- Ingest data into Customer Insights.
- Create customer profiles by unifying data.
- Implement AI predictions in Customer Insights.
- Configure measures and segments.
- Configure third-party connections.
- Administer Customer Insights.
- Data engineers.
- Data analysts.
- Data scientists.
- Functional consultants.
- Professionals seeking to take the MB-260 certification exam.
Before attending this course, you must have:
- Familiarity with Dynamics 365 Customer Insights.
- Firsthand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform.
This course will help you to prepare for the MB-260 Microsoft Customer Data Platform certification exam.
During this course, you will explore solutions that provide insight into customer profiles and track engagement activities to help improve customer experiences and increase customer retention.
- You will learn about the Dynamics 365 Customer Insights solution, including how to unify customer data with prebuilt connectors.
- You will learn to predict customer intent with rich segmentation, and maintain control of customer data.
When you take this course, you will also get information and guidance on the Microsoft certification process, knowledge checks and practice questions, and useful tips on how to pass the exam.
Course Outline
Why Learn with SkillUp Online?
We believe every learner is an individual and every course is an opportunity to build job-ready skills. Through our human-centered approach to learning, we will empower you to fulfil your professional and personal goals and enjoy career success.
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Personalized Mentoring & Support
1-on-1 mentoring, live classes, webinars, weekly feedback, peer discussion, and much more.
Practical Experience
Hands-on labs and projects tackling real-world challenges. Great for your resumé and LinkedIn profile.
Best-in-Class Course Content
Designed by the industry for the industry so you can build job-ready skills.
Job-Ready Skills Focus
Competency building and global certifications employers are actively looking for.
Course Offering
Type of certificate
Certificate of Completion
About this course
06 Modules
01 Skills
Includes
Discussion space
01 Labs
06 Knowledge checks
01 Practice exam
Create
Customer Insights instance
Ingest data
Unify data
Create and set up environments
Exercises to explore
Connect to a Common Data Model
Connect to a Microsoft Dataverse
Segment insights
Predict subscription churn
You’ll learn with these experts
Microsoft
This course is led by experienced Microsoft Certified Trainers (MCTs).
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FAQs
To generate a complete view of a customer, a Consumer Data Platform (CDP) collects customer identifiable information such as e-mail addresses and phone numbers from first, second, and third party sources. A good CDP is a data-driven customer interaction platform that not only collects but then also analyzes customer data using artificial intelligence. This analysis generates actionable insights that enhance business processes across sales, service, and marketing operations.
CDPs help sellers figure out which products or services their target customers are interested in. This, in turn, lets them focus on building relationships with customers based on complete data and insights from AI.
A CDP can be utilized to enrich all customer touchpoints by providing a foundation for a deeper understanding of their current situation. Powerful examples include:
- Tailored marketing to customer profiles: It enables you to deliver customized approaches across all channels with relevant content and campaigns. This then results in increased conversion rates, boosted marketing ROI, and a competitive edge.
- Segmented sales activities based on customer profile: You can maximize each sales opportunity through segmented and personalized contextual information such as loyalty status, buying frequency, spend, and recent purchases.
- Enhanced customer service: Customer service professionals get access to 360-degree client profiles to enable proactive, omnichannel help that makes customers feel understood and valued.
To enroll for this course, you need to be familiar with Dynamics 365 Customer Insights as well as one or more other Dynamics 365 programs, such as Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. You should also have a basic understanding of privacy, compliance, consent, security, responsible AI, and data retention policies.
Yes, our MB-260: Microsoft Customer Data Platform Specialtycourse is fully online. All you need is a good connection to the internet to access the course materials.
Please note, this course is also instructor-led. You will therefore benefit from virtual instructor-led training (vILT) from professional Microsoft Certified Trainers, who will deliver the online sessions at set times. You will also have access to our discussion space, which is open 24 hours a day, seven days a week. Plus, our mentors are available to help you along your learning path.
Course Offering
Type of certificate
Certificate of Completion
About this course
06 Modules
01 Skills
Includes
Discussion space
01 Labs
06 Knowledge checks
01 Practice exam
Create
Customer Insights instance
Ingest data
Unify data
Create and set up environments
Exercises to explore
Connect to a Common Data Model
Connect to a Microsoft Dataverse
Segment insights
Predict subscription churn
You’ll learn with these experts
Microsoft
This course is led by experienced Microsoft Certified Trainers (MCTs).
Newsletters & Updates
Subscribe to get the latest tech career trends, guidance, and tips in your inbox.