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 updates
• describe support for enrichment

Connect to data sources

• determine which data sources to use
• determine whether to use the managed data lake or an organization’s data lake
• connect to Microsoft Dataverse
• connect to Common Data Model folders
• ingest data from Azure Synapse Analytics
• ingest data by using Azure Data Factory pipelines

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

Configure relationships and activities

• create and manage relationships
• create activities by using a new or existing relationship
• manage activities

Configure prediction models

• configure and evaluate the customer churn models, including the transactional churnand subscription churn models
•  configure and evaluate the product recommendation model
• configure and evaluate the customer lifetime value model

Create segments

• describe methods for creating segments, including blank segments
• create a segment from customer profiles, measures, or AI predictions
• find similar customers

Export data to Dynamics 365 Marketing or Dynamics 365 Sales

• identify prerequisites for exporting data from Customer Insights
• create connections between Customer Insights and Dynamics 365 apps
• define which segments to export
• export a Customer Insights segment into Dynamics 365 Marketing as a marketing segment
• export a Customer Insights profile into Dynamics 365 Marketing for customer journey orchestration
• export a Customer Insights segment into Dynamics 365 Sales as a marketing list

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 refreshe
• describe refresh policies
• configure a system refresh schedul
• monitor and troubleshoot refreshes