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2000+ Courses · 15+ Technology Domains
Microsoft Cisco AWS EC-Council View All Courses
MB-260
Microsoft Dynamics 365 — Customer Insights Data Specialist

Dynamics 365

Customer Insights MB-260

Implement Dynamics 365 Customer Insights — Data solutions — data unification, 360-degree customer profiles, AI-powered segmentation, predictive analytics, customer metrics, data enrichment, and real-time insights — delivering a unified customer intelligence platform that drives personalised experiences and business growth.

Customer Profiles Data Unification Segmentation Predictive Analytics Power Query Dataverse Customer Journey Real-time Insights
Enroll Now Brochure
Dynamics 365 Customer Insights — Unified Profiles & Segments
🧠 Customer Insights — Data Platform Profiles Segments Predictions Measures Sources CUSTOMER INSIGHTS 👤Profiles🔗Data Sources📊Segments🤖Predictions📏Measures🔍Enrichment📈Activities⚙️Settings 4.2MUnified ProfilesCustomers47Active SegmentsDynamic12Data SourcesConnected82%Churn ScoreAccuracy Unified Customer Profile 👤 Ananya Sharma ananya@contoso.com Mumbai — Premium Tier CLV Score:₹2.4L — HighChurn Risk:12% — LowSegments:Loyal, High-ValueLast Active:3 days ago Active Segments High-Value Customers1.2M membersChurn Risk — High84K membersRecent Purchasers342K membersInactive 90 Days210K membersPremium Subscribers88K members Data Sources Connected 🔵 Dynamics 365 Sales1.2M records🟣 D365 Customer Service890K records📊 Azure SQL DB3.1M records📧 Email Marketing520K records🌐 Website Events4.8M events 🤖 AI Predictions Customer Churn — 82% accuracyCLV Prediction — 78% accuracyProduct Recommend — 91% accuracySegment Affinity — 85% accuracyNext Best Action — 76% accuracy
15
Modules
Full MB-260 stack
18+ hrs
Duration
Hands-on labs
Cert Prep
Included
Exam-aligned
24/7
Support
Expert guidance
What You Master

The Complete Customer Insights Data Skill Set

From data integration and 360-degree profiles to segmentation, predictive analytics, customer metrics, and real-time insights — every MB-260 domain with real D365 Customer Insights labs.

🧠
Complete Customer Data Platform Implementation

Configure D365 Customer Insights – Data for enterprise-scale data unification — connect multiple data sources, implement map-match-merge pipelines, build 360-degree customer profiles, create AI-powered segments, deploy predictive churn and CLV models, configure real-time measures and KPIs, set up data enrichment providers, and export segments to activation channels — the full MB-260 specialist lifecycle.

ProfilesUnificationSegmentsPredictionsMeasuresEnrichmentPower QueryCDP
🔗
Data Integration

Connect and ingest data from Dataverse, Azure SQL, CSV files, and third-party platforms using Power Query. Schedule automatic refresh and monitor pipeline health.

👤
360-Degree Customer Profiles

Unify customer data through map, match, and merge processes to create a single, authoritative customer profile enriched with behavioural and demographic data.

15
comprehensive modules covering every MB-260 exam domain with real D365 Customer Insights labs.
📊
Customer Segmentation

Build static and dynamic customer segments using profile attributes, activities, and AI predictions. Export segments to D365 apps and marketing platforms for activation.

🤖
AI-Powered Predictions

Deploy out-of-the-box predictive models for customer churn, customer lifetime value, and product recommendations. Integrate custom Azure ML models for advanced intelligence tailored to your industry and business context.

Churn Model:
Accuracy: 82%
At-Risk: 84K
Action: Email
CLV: ₹2.4L
📏
Customer Metrics & KPIs

Define and track customer lifecycle metrics — CLV, churn score, engagement rate — with real-time KPI monitoring and threshold-based alerts for business teams.

🔍
Data Enrichment

Enhance customer profiles with Microsoft and third-party enrichment providers — demographic, interest, and brand affinity data — improving segmentation accuracy and personalisation.

Integration & Activation
Connect, Activate, and Measure Customer Intelligence Across the Business

Export customer segments to D365 Customer Insights – Journeys, D365 Sales, D365 Customer Service, and external platforms for activation. Build Power BI dashboards for customer analytics, configure API access for real-time integrations, and manage GDPR-compliant data governance — making customer intelligence available across every channel and department.

Why MB-260

The Premier Customer Data Platform Certification

Customer data is the new competitive advantage. Organisations that unify their customer data and activate it intelligently outgrow competitors 2x. MB-260 certifies you to build the customer intelligence platforms that power personalised experiences at scale.

Customer Data is the #1 Growth Driver

Companies with unified customer data platforms grow 3x faster. D365 Customer Insights is Microsoft's enterprise CDP — unifying data from every touchpoint into actionable profiles.

AI-Powered Predictions Drive Better Outcomes

MB-260 covers out-of-the-box AI models for churn, CLV, and recommendations — plus Azure ML integration for custom intelligence tailored to any industry.

CDP Adoption is Growing Across Every Industry

Retail, banking, telecom, healthcare — every industry with a large customer base is investing in customer data platforms. MB-260 specialists are in high demand.

Required for D365 Customer Insights Implementations

Every Microsoft partner delivering D365 Customer Insights projects requires MB-260 certified data specialists on the engagement team.

Growing Global Demand for Customer Intelligence

Brands invest heavily in personalisation. MB-260 certified specialists who can unify data and activate AI predictions command premium salaries across global markets.

Technologies & Tools You'll Master
D365 Customer Insights
Power Query
Microsoft Dataverse
Common Data Model
Azure Synapse
Customer 360
Data Unification
Segment Builder
Predictive Models
KPI Builder
Power BI
Customer Journeys
Data Enrichment
Azure ML
Real-time Insights
API Integration
D365 Customer Insights
Power Query
Microsoft Dataverse
Common Data Model
Azure Synapse
Customer 360
Data Unification
Segment Builder
Predictive Models
KPI Builder
Power BI
Customer Journeys
Data Enrichment
Azure ML
Real-time Insights
API Integration
Curriculum

15-Module MB-260 Programme

From data integration and customer profile unification to segmentation, predictive analytics, KPI measurement, and real-world implementation scenarios.

  • Overview of the Dynamics 365 Customer Insights – Data application
  • The role of customer insights in enhancing customer relationships and retention
  • D365 Customer Insights – Data vs Journeys — understanding the differentiation
  • Licensing, environments, and access management for Customer Insights
  • User interface and navigation within the Customer Insights application
  • Accessing and managing customer data, profiles, and insights
  • Understanding the end-to-end data processing pipeline
  • Role-based access, admin settings, and environment configuration
  • Connecting and integrating data from various sources — Dataverse, Azure, CSV, APIs
  • Configuring Power Query data connectors and scheduled refresh pipelines
  • Ingesting transactional, behavioural, and demographic data sources
  • Monitoring data ingestion status and troubleshooting pipeline errors
  • Map phase — defining entities and attributes from each data source
  • Match phase — configuring deduplication and cross-source matching rules
  • Merge phase — creating a unified customer profile from matched records
  • Enriching unified profiles with additional demographic and behavioural data
  • Creating static and dynamic customer segments using profile attributes
  • Segment builder — combining profile, activity, and prediction-based criteria
  • Dynamic segments — scheduling automatic refresh and managing segment size
  • Exporting segments to D365 apps and external marketing and activation tools
  • Enhancing customer data quality with enrichment providers
  • Configuring Microsoft and third-party enrichment — demographics, interests, brand affinity
  • Duplicate detection rules and data quality scoring
  • Monitoring enrichment coverage and refresh status
  • Out-of-the-box predictions — customer churn, customer lifetime value (CLV), product recommendations
  • Configuring prediction models — data inputs, training schedules, and performance thresholds
  • Custom AI model integration using Azure Machine Learning workflows
  • Evaluating model accuracy and refining prediction inputs for improvement
  • Mapping and analysing customer journeys using activity and touchpoint data
  • Identifying key engagement signals and drop-off points in customer journeys
  • Optimising customer engagement strategies based on journey insights
  • Integrating Customer Insights – Data with D365 Customer Insights – Journeys (MB-220)
  • Implementing personalised customer experiences using profile and segment data
  • Configuring product and content recommendation models
  • Activating AI-driven recommendations in D365 Sales and marketing channels
  • Personalising customer-facing portals using exported Customer Insights data
  • Defining customer lifecycle metrics — CLV, churn score, engagement rate
  • Creating custom KPI measures using profile attributes and activity data
  • Real-time KPI monitoring, threshold alerts, and business team dashboards
  • Tracking KPI trends over time and correlating with business outcomes
  • Creating reports and dashboards for customer insights using built-in visuals
  • Analysing trends and patterns in unified customer data
  • Power BI integration for advanced customer analytics and executive reporting
  • Exporting insights and segment data for external BI and analytics tools
  • Integrating D365 Customer Insights with D365 Sales for enriched lead and contact profiles
  • Pushing customer segments to D365 Customer Service for personalised service delivery
  • Collaboration with D365 Customer Insights – Journeys for activated campaigns
  • Real-time API access for live customer profile retrieval in custom applications
  • Ensuring data security and compliance — GDPR, CCPA, and data residency requirements
  • Managing user roles, permissions, and environment-level access control
  • Data retention, deletion requests, and consent management workflows
  • Audit logs, compliance reporting, and data lineage tracking
  • Customising views, dashboards, and profile display fields
  • Configuring environment settings, API access tokens, and export destinations
  • Custom entity mapping and attribute management in Customer Insights
  • Admin settings — environment reset, data refresh scheduling, and diagnostics
  • Practical applications of D365 Customer Insights across retail, banking, and telecom industries
  • End-to-end implementation walkthrough — from data source to activated segment
  • Case studies for churn reduction, upsell targeting, and re-engagement campaigns
  • MB-260 exam preparation — key topics, scenario questions, and hands-on labs
Course Snapshot
15 Modules
Full MB-260 domains
18+ Hours
Total learning time
Cert Prep
Exam-aligned content
Tech Support
Call / WhatsApp
Mon–Fri
9 AM – 6 PM
Enroll Now Download Brochure
Have Questions?

Chat with our D365 Customer Insights trainers instantly.

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Pricing & Packages

Get a Custom Quotation

Flexible pricing for video, live, and blended training modes — we reply within 24 hours.

Career Outcomes

MB-260 Careers in Customer Intelligence

D365 Customer Insights specialists work at Microsoft partners, retail enterprises, banking groups, telecom operators, and digital agencies implementing customer data platforms globally.

Microsoft
D365 CI Partner
KPMG
Data Analytics
Deloitte
CX Practice
Infosys
D365 Practice
Customer Insights Data Specialist
Configure D365 Customer Insights for data unification, segmentation, and predictive analytics.
₹8–20 LPA
Customer Data Platform (CDP) Engineer
Build unified customer profiles by integrating data from multiple sources using D365 and Azure.
₹10–24 LPA
Marketing Data Analyst
Leverage customer segments and insights to drive personalised marketing campaigns and engagement.
₹6–15 LPA
D365 CRM Data Architect
Design enterprise customer data architectures using D365 Customer Insights and Common Data Model.
₹15–32 LPA
AI Customer Intelligence Specialist
Build and deploy predictive models for churn, CLV, and recommendations in D365 Customer Insights.
₹12–28 LPA
15
Modules
18+
Hours of Training
₹6–32L
Salary Range
MB-260
MS Certified
New Batch Starting Soon — Limited Seats

Ready to Unlock Customer Intelligence?

Join specialists who build unified customer data platforms that drive personalised experiences — using Dynamics 365 Customer Insights and AI-powered predictive analytics.

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