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.
You also need experience with processes related to KPIs, data retention, validation, visualization, preparation, matching, fragmentation, segmentation, and enhancement. You should have a general understanding of Azure Machine Learning, Azure Synapse Analytics, and Azure Data Factory.
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 updates
- 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
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
Transform, cleanse, and load data by using Power Query
- select tables and column
- resolve data inconsistencies, unexpected or null values, and data quality issues
- evaluate and transform column data types
- apply data shape transformations to tables
Implement mapping
- select Customer Insights entities and attributes for matching
- select attribute types
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 prediction models
- configure and evaluate the customer churn models, including the transactional churn and subscription churn models
- configure and evaluate the product recommendation model
- configure and evaluate the customer lifetime value model Implement machine learning models
- describe prerequisites for using custom Azure Machine Learning models in Customer Insights
- implement workflows that consume machine learning models
- manage workflows for custom machine learning models
Create segments
- describe methods for creating segments, including blank segments
- create a segment from customer profiles, measures, or AI predictions
- find similar customers
Find suggested segments
- describe how the system suggests segments for use
- create a segment from a suggestion
- configure refreshes for suggestions
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 environment
- describe available roles
- configure user permissions and guest user permissions
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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