Course Description
Specialists in Customer Data Platform implement programs that reveal information about customer profiles & that track engagement activity to help improve customer experiences & increase customer retention. In this course, students will understand the Dynamics 365 Customer Insights solution, such as how to combine customer data with built-in connectors and, forecast customer intent with sophisticated segmentation, & maintain control of customer data. This course begins with importing & transforming your customer data & culminates with extending your customer data platform solution into the Power Platform & Dynamics 365 applications.
Prerequisites
Before attending this course, students must have the following:
- Familiarity with Dynamics 365 Customer Insights
- Prior knowledge of Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform, as well as one or more Dynamics 365 apps
Target Audience
Candidates should be familiar with Dynamics 365 Customer Insights & have first & experience with one or more other Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, & Microsoft Power Platform. Additionally, they ought to be conversant with privacy, compliance, consent, security, ethical AI, and data retention policy practices.
Content Outline
- Explore Customer Data Platform & understand why it matters to organizations.
- Get started working with Dynamics 365 Customer Insights, including accessing the application & navigating to the different capabilities.
- Understand the Customer Insights capability & how to get started working with it.
- Ingest data using Power Query.
- Connect to a Common Data Model.
- Connect to a Microsoft Dataverse.
- Work with data sets.
- Understand data refreshes.
- Export data.
- Understand how to create a Customer Insights instance.
- Understand how to ingest data.
- Understand data unification.
- Configure searching & filtering indexes.
- Define relationships & activities.
- Work with measures.
- Use Customer Insights.
- Discover the enrichment & prediction options that are available in Customer Insights.
- Configure brand & interest functions.
- Enrich data with partner services.
- Set up & configure a customer churn prediction model.
- Add custom machine-understanding models.
FAQs
A customer data platform (CDP) is a marketing technology that combines customer data from multiple sources, then shares it with other applications.
A CDP unifies all of the channels and sources of customer data for an organization, including transactional, behavioral, and demographic data. Customers can access persistent, unified customer profiles created by business-managed CDPs through other channels like analytics, marketing, advertising, and customer engagement platforms. Business applications can directly access and use standardized data from the CDP to enable a variety of actions, such as segmentation, web personalization, journey optimization, marketing campaigns, adhering to best practices, recommending products/services, sentiment analysis, churn detection, and case resolution.
A CDP can deliver numerous advantages to your company in addition to the ones listed above:
Greater efficiency: Combine data from various sources that are easier to update & more dependable than custom systems. Centralize audiences & business rules so they can be applied across all the tools professionals can use, so you save time & require less ongoing effort from IT to maintain & update.
Flexibility & agility: A CDP gives you greater flexibility to respond to consumer behavior & Good CDPs provide a strong data foundation that integrates with your other systems without any issues. CDPs should easily integrate with people's existing data & power decision-making & business processes with easy retrieval & sharing of the data they store.
AI & machine understanding: Based on the information that would be impossible to spot otherwise, make predictions that are more accurate. Advanced AI & machine understanding capabilities built into some CDPs, like natural language processing, predictive recommendations, & intelligent insights, are too expensive to develop, implement, & continuously maintain yourself unless you have a dedicated team of in-house AI experts.
Privacy, Consent, & Compliance: Help your teams honor both customer consent & privacy without creating different workflows. Gain complete control over your customer data & decrease the burdens caused by data siloed across systems. Make customer trust through compliance with existing & emerging data privacy regulations & industry standards such as the General Data Protection Regulation (GDPR), HIPAA, & FedRAMP.
Advanced analytics: Get real-time insights with advanced analytics to guide your actions. By identifying opportunities based on preferences, geography, and other factors, you can increase your marketing agility. Combine customer data with operational & IoT data to further enrich customer profiles & proactively reveal customer needs. Use inventory status & past purchasing behavior to deliver predictive customer recommendations that maximize campaign ROI.
To attend the training session, you should have operational Desktops or Laptops with the required specification and a good internet connection to access the labs.
We would always recommend you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, if, due to some contingency, you have to skip the class, Radiant Techunderstanding will help you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption & NOT for distribution or commercial use.
Radiant Techunderstanding has a data center containing the Virtual Training environment for participants' h&-on-practice.
Participants can easily access these labs over Cloud with the help of a remote desktop connection.
Radiant virtual labs allow you to understand from anywhere in the world & in any time zone.
The understanders will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.