Introduction to Dynamics 365 Customer Insights – Data
One-day hands-on workshop to introduce users to Dynamics 365 Customer Insights – Data
Course Duration: 1 Day
This is an introductory instructor led 1-day hands-on workshop to introduce users to Dynamics 365 Customer Insights – Data. The workshop will expose attendees to how Customer Insights – Data can be leveraged to create a unified profile of customers, to give end-users a complete picture of customer activities across data sources, which in turn lets you deliver personalised customer experiences..
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Session Topics
Dynamics 365 Customer Insights – Data Overview and Capabilities
- Merging and unifying data sources
- Creating a unified customer profile
- Creating customer and business measures/KPIs
- Creating segments and micro-segments
- Enriching customer profiles
- Using Customer Insights – Data in Customer Insights – Journeys
- Using Customer Insights in Power Platform
Outcomes (individual and business):
- Use Power Query to connect to ingest data sources
- Perform data unification steps
- Create relationships and measures across data to gain insights on customer and business KPIs
- Pinpoint your audience with segments
- Track customer activities
- Create a unified customer profile for a 360-degree view of how customers interact with your business
Surface customer unified profile information in Dynamics 365 and Power Platform for end users
Prerequisites: Customer participants provide their own laptops for the training. Barhead will provide access to a trial environment for hands-on component of training.
Barhead provides global-enterprise level services
Power Platform tools – Power Apps, Power Automate, Power BI and Microsoft Copilot Studio
Business solutions for standalone apps, or apps that extend existing Microsoft solutions
Pre-built solutions from Barhead’s research and development team
Deployment models, best practices and governance
Offerings and Delivery Models that are Tailored to Specific Demands
Leverage Microsoft Solutions and Realise Value Faster
Foundation Modules
- Introduction to Dynamics 365 Sales – One-day hands-on workshop to introduce attendees to Dynamics 365 Sales
- Introduction to Dynamics 365 Customer Service – One-day hands-on workshop to introduce attendees to Dynamics 365 Customer Service
- Introduction to Dynamics 365 Customer Insights – Journeys – One-day hands-on workshop to introduce marketers to Dynamics 365 Customer Insights – Journeys
- Power Up with Power Apps – Build custom business applications with Dataverse and Power Apps
- Power Up with Power Apps for IT Professionals – One-day hands-on workshop to build custom business applications via the low-code, no-code capabilities of Power Platform
- Dynamics 365 Sales Pre-Project Training – One-day training session on Dynamics 365 Sales for project stakeholders and end users
- Dynamics 365 Customer Insights – Journeys Pre-Project Training – One-day training session on Dynamics 365 Customer Insights – Journeys for project stakeholders and end users
- Dynamics 365 Customer Service Pre-Project Training – One-day training session on Dynamics 365 Customer Service for project stakeholders and end users
Trainer Enablement
- Train the Trainer – Training session delivered to a select group of the client project team, who will be responsible for training the rest of their staff on the system
User Training Program
- End User Training – Training session delivered to the client’s system end users towards completion of a project. The aim is to prepare attendees with how to use the solution built to do their job.
Certifications
- PL-900: Microsoft Power Platform Fundamentals – One-day certification training to take your team’s expertise in the Power Platform to the next level via a Microsoft-recognised certification.
- PL-100: Microsoft Power Platform App Maker Certification Training – Four-day certification training to take your team’s expertise in Power Platform App Maker via a Microsoft recognised certification
- PL-200: Microsoft Power Platform Functional Consultant Certification Training – Five-day certification training to take your team’s expertise in building Power App solutions to the next level via a Microsoft-recognised certification
- MB-910: Microsoft Dynamics 365 Fundamentals Certification Training – One-day certification training to take your team’s expertise in Dynamics 365 Customer Engagement to the next level via a Microsoft-recognised certification
- MB-210: Microsoft Dynamics 365 Sales Functional Consultant Certification Training – Three-day certification training to take your team’s expertise in Dynamics 365 Sales to the next level via a Microsoft recognised certification
- MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant Certification – Four-day certification training to take your team’s expertise in Dynamics 365 Customer Insights (Journeys) to the next level via a Microsoft-recognised certification.