MB-260 Dynamics 365 Customer Insights (Data) Specialist

About the Certification

This is a specialty-level certification focused on Customer Insights (Data). It emphasizes collecting customer data from multiple sources, record unification, segment building, predictive analytics, and AI-powered intelligence within Dynamics 365 Customer Insights. This certification qualifies you to work as a Customer Data Specialist in organizations that rely on advanced analytics.

Main Curriculum

The curriculum is divided into six main sections

  • AI and Predictions
    • AI models for customer churn prediction
    • Recommendation systems
    • Predictive scoring
    • Behavioral and transactional insights
  • Data Ingestion and Source Integration
    • Data ingestion
    • Power Query in Customer Insights
    • Integration with CRM, ERP, web platforms, point-of-sale systems, and more
    • Duplicate management
  • Data Management and Security
    • Role-based security
    • Data access policies
    • Governance and compliance
    • Performance and data quality monitoring
  • Record Unification
    • Matching rules
    • Merge policies
    • Unified customer profiles
    • Activity timelines
  • Segments and Insights
    • Dynamic and static segments
    • Defining targeting rules
    • Calculating Key Performance Indicators (KPIs)
    • Data enrichment
  • Integration with Dynamics 365 and Power Platform
    • Exporting to Dynamics 365
    • Power Automate integration
    • Power Apps
    • Integration with marketing journeys

Exam Details :

  • Exam code: MB-260
  • Duration: 120 minutes
  • Number of questions: 40–60
  • Question types: Multiple choice, scenarios, and solution design
  • Language: English
  • Passing score: 700 out of 1000
  • Exam fee: USD 83–165 (may vary by country and may include taxes)
  • Certification Validity This certification is valid for one year, with free annual renewal through Microsoft Learn.

Do I need certifications before it ?

No prerequisites are required. However, it is recommended to have a basic understanding of CRM concepts (such as MB-910), along with introductory experience in Power Platform, and foundational data skills using tools like Power Query, Excel, or SQL.

Which certifications are recommended after this one ?

Not mandatory. However, if you are aiming for a strong career path in customer data analytics using Dynamics 365 Customer Insights (Data) especially in data unification, insight generation, and business decision support the MB-260 Dynamics 365 Customer Insights (Data) Specialist certification is the strongest option.

What are the main career uses of the MB-260 certification ?

  • MB-230 — Customer Service to understand customer data from an operational perspective.
  • MB-210 — Dynamics 365 Sales to strengthen commercial insights and connect data to sales.
  • PL-300 — Power BI Analyst for advanced analytics and dashboard creation.
  • DP-900 / DP-203 to expand expertise in data fundamentals and data engineering.

Professional Mastery in Customer Data Analytics with Dynamics 365 Customer Insights (Data) :

This is a powerful certification for customer data professionals. It teaches you how to build a unified customer view, perform deep data analysis, and apply predictive insights to improve business decisions opening a strong career path in CRM Analytics.

Who is this certification suitable for ?

  • Data Analysts or professionals working in CRM Analytics.
  • Dynamics 365 Functional Consultants (Sales / Marketing / Customer Service).
  • Professionals working in BI, Marketing, or Customer Experience.
  • Those aiming to combine CRM + Data + AI into a single career path.

In Short :

The foundational certification for every Customer Data Specialist using Dynamics 365.

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