Microsoft Dynamics 365 Customer Insights (Data) Specialist (MB260)

This four-day Microsoft certified course teaches candidates the Dynamics 365 Customer Insights - Data solution, including how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer data. This course begins with importing and transforming your customer data and culminates with extending your customer data platform solution into the Power Platform and Dynamics 365 applications.

This training is a comprehensive preparation for the MB-260: Microsoft Customer Data Platform Specialist exam to earn the Microsoft Dynamics 365 Customer Insights (Data) Specialist certification.


Applicable solutions

Private class

Virtual classroom
Minimum no. of participants: 5
4 days / 28 hours
Price on request
English or French
Training plan: 

Microsoft Customer Data Platform Specialist (MB-260T00)

Module 1: Get started with Dynamics 365 Customer Insights - Data

  • Dynamics 365 Customer Insights - Data
  • Work with demo data
  • Identify your audience
  • Consume Customer Insights data

Module 2: Ingest data into Customer Insights - Data

  • Import data sources using Power Query
  • Clean, transform, and load data
  • Connect to a Common Data Model
  • Connect to a Microsoft Dataverse
  • Work with data sets
  • Refresh data sources
  • Export data

Module 3: Create a unified customer profile in Dynamics 365 Customer Insights - Data

  • Define source fields
  • Define duplicate record settings
  • Define matching conditions
  • Create a unified customer profile
  • Exercise - Create a Customer Insights - Data instance, ingest data, and unify data

Module 4: Work with Dynamics 365 Customer Insights - Data

  • Configure searching and filtering indexes
  • Define relationships and activities
  • Work with measures
  • Segmentation
  • Get suggested segments
  • Segment insights
  • Use Customer Insights - Data for a complete solution

Module 5: Enrich data and predictions with Customer Insights - Data

  • Enrich data
  • Brand and interest enrichment
  • Use enrichment services
  • Work with predictions
  • Predict subscription churn
  • Use machine-learning models
  • One FREE attendance to the Microsoft Certified: Power Platform Fundamentals (PL900) training - $695 value!
  • One voucher to take the exam - $225 value!
  • One year access to the class recording
  • 180 days access to the lab environment after class
  • Up to date courseware with Microsoft Learn
  • Microsoft course achievement badge

Before attending this course, students must have:

  • Familiarity with Dynamics 365 Customer Insights - Data

  • Firsthand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform

Certification information: 
  • Exam code: MB-260
  • Cost: $0 (included in your training)
  • Skills measured
    • Design Customer Insights solutions
    • Ingest data into Customer Insights
    • Create customer profiles through data unification
    • Implement AI predictions in Customer Insights
    • Configure measures and segments
    • Configure third-party connections
    • Administer Customer Insights
  • All details... 

Contact us for more information on pricing::

Office: 1-888-718-9732
E-mail: info@eccentrix.ca

130, King Street West, Suite 1800
Toronto, Ontario M5X 1E3