MB-260 study guide
MB-260 · Work through your exam, one topic at a time.
The Dynamics 365 Customer Insights (Data) Specialty credential, commonly associated with exam MB-260, validates that a professional can stand up and operate the data side of Customer Insights: connecting source systems, shaping and deduplicating records into unified customer profiles, enriching them, building segments, and then configuring measures, predictions, and exports that downstream systems consume. It suits data engineers, CRM and marketing-operations consultants, and analytics specialists who own the pipelines and configuration behind a customer data platform rather than the campaign creative on top of it. The MB-260 study guide has 5 sections and about 1,532 words.
01Get Started with Dynamics 365 Customer Insights - Data
Dynamics 365 Customer Insights - Data is a customer data platform (CDP) that unifies customer data from multiple sources into a single customer profile, then lets you enrich, segment, measure, predict, and export that data. Understand the core object model: data sources feed tables , tables are mapped through ingestion into the unified customer profile entity, and segments, measures, and predictions consume those unified profiles.
328 words, about 2 min02Ingest Data into Dynamics 365 Customer Insights - Data
Ingestion moves raw data into Customer Insights - Data so it can be unified. Candidates must know the supported connector types : Power Query connectors for many SaaS and file sources, Azure Data Lake Storage, Microsoft Dataverse, and direct upload of CSV files.
332 words, about 2 min03Create Unified Customer Profiles
Unification creates the unified customer profile (golden record) by combining records from one or more source tables. It has three logical stages: source selection and mapping , match , and merge .
299 words, about 1 min04Enrich Customer Profiles and Create Segments
Enrichment augments unified profiles with additional attributes. Know the main types: brand and interest data from Microsoft's data partnerships, and optional partner enrichments that require separate licensing and consent.
278 words, about 1 min05Configure Measures, Predictions, and Exports
A measure is a calculation over unified profiles and activities, defined with a name, the entity it applies to, and a formula using functions and relationships. Measures produce per-customer values used in segments and analytics.
295 words, about 1 min