Summary

Completed

Dynamics 365 Customer Insights - Data provides system administrators with various options to ensure that the solution is running effectively. These options include the ability to make sure that data is being refreshed in a timely manner and that users have the necessary security permissions available.

This module explained how to administrate a Customer Data Platform instance, including:

  • Examining the process of creating and managing environments in the application.

  • Reviewing how to monitor the statuses of the different tasks and processes in the application.

  • Explaining how to create a refresh schedule.

  • Defining user permissions in the application.

The next step for administrators is to gain a deeper understanding of how to set up the application to start consuming application data in other applications. This in-depth learning includes exporting data to other applications, such as Dynamics 365, Power Apps, or popular external applications like LinkedIn.