Get started with an AI-powered customer data platform in Dynamics 365

  • Module
  • 9 Units
Intermediate
Business Analyst
Functional Consultant
Dynamics 365
Customer Insights - Data

Start with Dynamics 365 Customer Insights - Data to unify customer data, build a trusted customer view, and activate AI-powered insights. Learn how Copilot helps you ask natural-language questions, understand capabilities quickly, and move from data to action.

Learning objectives

This module explains how to:

  • Explain how an AI-powered customer data platform supports customer understanding and business decisions.
  • Navigate Dynamics 365 Customer Insights - Data and identify key capabilities for unification and insight activation.
  • Use Copilot capabilities such as natural-language discovery, capability guidance, and segment creation.
  • Connect platform capabilities to real-world marketing, sales, and service outcomes.

Prerequisites

Basic understanding of Dynamics 365

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