Microsoft Certified: Customer Data Platform Specialty
If your specialty is implementing solutions that provide insight into customer profiles and that track engagement activities to help improve customer experiences and increase customer retention, this certification could validate your skills and help open career doors.
As a candidate for this certification, you should have firsthand experience with Dynamics 365 Customer Insights, Power Query, Microsoft Dataverse, Common Data Model, Microsoft Power Platform and one or more additional Dynamics 365 apps. In addition, you need direct experience with practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.
Skills measured
- 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
Course Outline
Describe Customer Insights
- describe audience insights components, including entities, relationships, activities,
measures, and segments - analyze Customer Insights data by using Azure Synapse Analytics
- describe the process for consuming engagement insights data in audience insights
- describe support for near real-time update
- describe support for enrichment
Describe use cases for Customer Insights
- describe use cases for audience insights
- differentiate between audience insights and engagement insights
- describe use cases for creating reports by using Customer Insights
- describe use cases for extending Customer Insights by using Microsoft Power Platform components
- describe use cases for Customer Insights APIs
Transform, cleanse, and load data by using Power Query
- select tables and columns
- resolve data inconsistencies, unexpected or null values, and data quality issues
- evaluate and transform column data types
- apply data shape transformations to tables
Configure incremental refreshes for data sources
- identify data sources that support incremental updates
- identify capabilities and limitations for scheduled refreshes
- configure scheduled refreshes and on-demand refreshes
- trigger refreshes by using Power Automate or the Customer Insights API
Implement matching
- specify a match order for entities
- define match rules
- configure normalization options
- differentiate between low, medium, high, exact, and custom precision methods
- configure deduplication
- run a match process and review results
Implement merges
- specify the order of fields for merged tables
- combine fields into a merged field
- separate fields from a merged field
- exclude fields from a merge
- run a merge and review results
Configure prediction models
- configure and evaluate the customer churn models, including the transactional churn and subscription churn model
- configure and evaluate the product recommendation model
- configure and evaluate the customer lifetime value model Impute missing values by using predictions
- describe processes for predicting missing values
- implement the missing values feature
Find suggested segments
- describe how the system suggests segments for use
- create a segment from a suggestion
- configure refreshes for suggestions
Create segment insights
- configure overlap segments
- configure differentiated segments
- analyze insights
Create and configure environments
- identify who can create environments
- differentiate trial and production environments
- manage existing environments
- describe available roles
- configure user permissions and guest user permissions
Manage system refreshes
- differentiate between system refreshes and data source refreshes
- describe refresh policies
- configure a system refresh schedule
- monitor and troubleshoot refreshes
About The Exam
This exam measures your ability to accomplish the following technical tasks: design Customer Insights solutions; ingest data into Customer Insights; create customer profiles by unifying data; implement artificial intelligence predictions in Customer Insights; configure measures and segments; configure third-party connections; and administer Customer Insights.
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Flexible Class Options
- Week End Classes For Professionals SAT | SUN
- Corporate Group Trainings Available
- Online Classes – Live Virtual Class (L.V.C), Online Training
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