Microsoft Certified: Customer Data Platform Specialty

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.

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.