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.