Customer Insights and Power Apps: 3-Day Workshop


This workshop provides hands-on training utilizing Customer Insights, and Power Apps to unify customer data across a range of data sources and create interactive Power BI dashboards to unlock insights

This workshop provides hands-on training utilizing Customer Insights, Power Apps and Power BI to unify customer data across a range of sources to provide your marketing, sales, and service professionals with the insights they need to personalize engagement. Day 1: Introductions:

  • Kickoff & Goal Assessment
  • Understanding Customer Insights and Power Apps
  • How to Power end-to-end Customer Experiences using CI and Power Apps
  • Hands on deep dive into Customer Stories

Day 2:

  • Recap from Day 1
  • Hands-On Deep Dive Performing a Data Assessment
  • Mapping, matching, merging and enriching data sources
  • Hands-on workshop on how to segment customers into views

Day 3:

  • Recap from Day 3
  • Hands-on Deep dive into Customer Journey timeline
  • Best practices on how to configure Customer Journeys in Customer Insights
  • Workshop on creating dashboards in Power BI with CI
  • Hands-On Deep Dive into end to end solution
  • Executive Summary Review
  • Executive Summary Presentation

CLIENT OUTCOMES • Current state analysis of your data availability and readiness • Deployment of Microsoft Dynamics 365 Customer Insights • 360 degree view of your customer profiles • A Power App to solve a specific use case, utilizing recommendations from your Customer Insights data • Power BI Dashboards that provide insights into your Customer data • Recommended Next Steps

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