Dynamics 365 Customer Insights - Foundations

Last Modified 2021-02-18

*Disclaimer: the materials shared in this on-demand training are intended to assist partners build a strong skills foundation to implement Customer Insights. This training includes recordings from the Implementing Dynamics 365 Customer Insights Technical Workshop delivered December 7–December 17, 2020. Please note, some of the leveraged material titles might not match with the name used in this on-demand version. Check back frequently, as new resources such as FAQs will be added. Last updated: March 9, 2021.

This Dynamics 365 Customer Insights training provides functional consultants, business analysts, or those in equivalent roles who have been exposed to enterprise resource planning (ERP) applications or have ERP experience to learn and develop the skills needed to implement a Customer Insights solution successfully.

This training is highly recommended for Business Analysts, Functional Consultants, Solution Architects, Data Engineers, Data Scientists, Dynamics 365 Functional Consultants, Power Platform Functional Consultants, and IT personnel who need to support the above roles with the basic technical and implementation tasks.

This training has specific prerequisites: a solid understanding of customer requirements in the areas of marketing, sales, or customer service; and a recommended pre-read: Business Value of Customer Insights.

You can expect to have a good understanding about developing the skills needed to improve your ability to implement a Customer Insights solution successfully: how to install and deploy an end-to-end Customer Insights solution, from ingesting data to activating insights for a 360-degree view of your customer; the architecture of Customer Insights and patterns for successful solution deployments; and how to adapt, extend, and integrate with Power Platform.

The training provides end-to-end guidance about: the recommended implementation approach, the importance of Customer Data Platform (CDP) for implementing Customer Insights during each stage of the recommended implementation approach, key artifacts and best practices such as enabling real-time data ingestion, understanding Power Query best practices, leveraging AI Builder to predict missing values, M3 best practices, segment insights and expansion, and Spark SQL for advanced measures and segments.