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MICROSOFT DYNAMICS 365
Microsoft Customer Data Platform Specialty
5/5

Level

Advanced

Duration

8 weeks

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What is Microsoft Customer Data Platform Specialty?

The Microsoft Customer Data Platform Specialty course prepares learners to design, implement, and manage Microsoft’s Customer Data Platform (CDP) using Dynamics 365 Customer Insights – Data. Students will understand how to ingest and transform customer data from varied sources, unify it into a comprehensive customer profile, and enrich it through segmentation, AI predictions, and external data sources. The curriculum emphasizes configuring connectors, handling data quality, matching and merging records, creating advanced segments, and using insights to inform business decisions. Learners also explore administering the environment, managing permissions, and integrating the CDP with other Dynamics 365 applications and the Microsoft Power Platform for broader analytics and engagement. Practical skills include working with measures, building predictive models, designing customer journeys, and ensuring data governance within a compliant framework. By course completion, participants will have the competence to deploy CDP solutions that improve customer understanding, personalize experiences, and support data-driven growth strategies across marketing, sales, and service functions. This course aligns with the MB-260 Microsoft Customer Data Platform Specialist certification objectives.

Job Roles You Can Achieve

After completing this course

  • Solutions Architect
  • Technical Consultant
  • Implementation Specialist
  • System Administrator
  • IT Professional

Microsoft Customer Data Platform Specialty Curriculum

1
Module 01

Introduction to Microsoft CDP & Dynamics 365 Customer Insights

Foundation of Customer Data Platforms, key features, and the role of Dynamics 365 Customer Insights.

Overview of CDP concepts and business value
Dynamics 365 CDP architecture
Navigating the Customer Insights interface
2
Module 02

Data Ingestion & Integration

How to connect, import, transform, and manage customer data from source systems.

Configure connectors and sources
Power Query transformations
Scheduling data refreshes
3
Module 03

Unified Customer Profile Creation

Techniques to match, merge, and unify disparate customer records into a single profile.

Define source columns
Duplicate matching rules
Profile creation and validation
4
Module 04

Data Quality, Matching & Merging Strategies

Policies and best practices for consistent and accurate unified profiles.

Matching configurations
Conflict resolution
Indexing for optimized search
5
Module 05

Segmentation, Measures & Insights

Build audience segments, define key measures, and extract actionable insights.

Segment rule creation
Suggested segments
Measure configuration

Related Courses

Training Roadmap

Seven intentional milestones — from first session to dream job.

Onboarding

01
  • Meet your industry mentor
  • Define your goals
  • Skill gap assessment

Core Learning

02
  • Live interactive classes
  • AI-curated content
  • Recorded sessions

Hands-on Practice

03
  • Weekly assignments
  • MCQ evaluations
  • Module quizzes

Real Projects

04
  • 3 live industry projects
  • Portfolio building
  • Case studies

Mentorship

05
  • 1:1 doubt sessions
  • Peer collaboration
  • Expert feedback

Certification

06
  • Exam preparation
  • Practice dumps
  • Industry-recognised certificate

Career Launch

07
  • Resume crafting
  • Mock interviews
  • Job placement support

Key Projects

Hands-on experience with real-world scenarios designed for mastery.

Customer 360 Unified Profile System

This project focuses on building a unified customer profile using Microsoft Dynamics 365 Customer Insights. It ingests data from multiple sources such as CRM, transactional systems, and digital channels to create a single customer view. Matching and merging rules are configured to resolve duplicates and ensure data accuracy. Data transformations and enrichment enhance profile completeness. The solution enables organizations to gain a holistic understanding of customers for personalized engagement and strategic decision-making.

Customer Segmentation & Predictive Analytics Platform

This project focuses on designing advanced customer segmentation and AI-driven predictions using Microsoft Customer Data Platform. It creates dynamic segments based on behavioral, demographic, and transactional data. Predictive models such as churn and propensity scoring are applied to generate actionable insights. Measures and KPIs are configured to track customer performance. The project demonstrates how enterprises use CDP analytics to optimize marketing, retention, and growth strategies.

CDP Integration & Insights Reporting Solution

This project focuses on integrating Microsoft Customer Insights with Dynamics 365 applications and Power BI for enterprise-level reporting. Unified customer data is synchronized with downstream systems to support marketing, sales, and service use cases. Interactive dashboards are built to visualize customer trends, segments, and predictive outcomes. Security roles and governance controls are applied to manage data access. The project reflects real-world CDP implementations used for data-driven business decisions across organizations.

Available Course Schedules

Select a schedule that works best for you

Weekend

Starts

23 May 2026

Time

09:30 AM – 12:30 PM

Duration

8 weeks

Weekdays

Starts

25 May 2026

Time

07:00 AM – 09:00 AM

Duration

8 weeks

Weekend

Starts

30 May 2026

Time

02:00 PM – 05:00 PM

Duration

8 weeks

Weekdays

Starts

01 Jun 2026

Time

08:00 PM – 10:00 PM

Duration

8 weeks

Need a custom schedule?

Our team will craft the perfect batch for you.

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Certification Details

Microsoft Customer Data Platform Specialty – Associate

  • Exam Name

    Microsoft Customer Data Platform Specialty – Associate

  • Exam Code

    SAA-C03

  • Duration

    130 minutes

  • Format

    Multiple Choice & Multi-Response

  • Passing Score

    720 (Scale: 100–1000)

  • Level

    Associate

Certificate of Completion

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Frequently Asked FAQs

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What is the Microsoft Customer Data Platform Specialty?

A course and certification (MB-260) focused on implementing Dynamics 365 Customer Insights to unify, analyze, and operationalize customer data.

Who should take this course?

Data analysts, functional consultants, business analysts, and technical professionals working with customer data platforms and Dynamics 365.

What prerequisites are recommended?

Basic knowledge of Dynamics 365, Microsoft Power Platform, Microsoft Dataverse, and familiarity with data practices such as privacy and compliance.

Does this course involve hands-on practice?

Yes; many implementations require hands-on labs covering data ingestion, profile creation, segmentation, and analytics.

What tools are used in the course?

Tools include Dynamics 365 Customer Insights, Power Query, Microsoft Dataverse, and Power Platform components like Power BI.

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