Microsoft Customer Data Platform Specialty (MB-260)
- This list contains the skills measured on the exam associated with this certification. For detailed information, see the associated exam details page and download the exam skills outline.
- Design Customer Insights solutions
- Ingest data into Customer Insights
- Create customer profiles by unifying data
- Implement AI predictions in Customer Insights
- Configure measures and segments
- Configure third-party connections
- Administer Customer Insights
As a candidate for this certification, you should have firsthand experience with Dynamics 365 Customer Insights, Power Query, Microsoft Dataverse, Common Data Model, Microsoft Power Platform and one or more additional Dynamics 365 apps. In addition, you need direct experience with practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.
You also need experience with processes related to KPIs, data retention, validation, visualization, preparation, matching, fragmentation, segmentation, and enhancement. You should have a general understanding of Azure Machine Learning, Azure Synapse Analytics, and Azure Data Factory.
If you need more experience before you try to earn this certification, here are some suggestions:
- Work as a Microsoft Dynamics 365 consultant on Customer Insights projects.
- Join the Dynamics 365 community. You don’t have to be a certificate holder.
- Take available learning paths on Microsoft Learn, and complete more hands-on practice.
- Sign up for an instructor-led training course.
Module 1: Why Rights Management
- A Bit of History
- Business Reasons for AD RMS
- What AD RMS Does
- AD RMS Usage Scenarios
- AD RMS Technology Overview
Lab : AD RMS Demonstration
- User experience protecting Microsoft Office system documents.
- Understand how RMS technology has evolved on the Windows platform
- Explain the business reasons for using AD RMS.
- Explain the features AD RMS provides.
- Identify the advantages and limitations inherent in AD RMS.
- Describe how AD RMS works with public key technology.
- Describe how AD RMS works.
Module 2: AD RMS Architecture, Installation, and Provisioning
- AD RMS Components Overview
- AD RMS Bootstrapping Process
- AD RMS Publishing and Licensing Process
- AD RMS Service Connection Point (SCP)
- AD RMS Topology
- AD RMS Prerequisites
- Installing and Provisioning AD RMS
Lab : Creating the AD RMS Service Account
- Creating an AD RMS Service Account
Lab : Installing and Provisioning AD RMS
- Installing and provisioning AD RMS
- Describe how AD RMS works.
- Identify the major components of AD RMS.
- Describe the types of licenses used in the AD RMS process.
- Describe the client-side software and applications required for AD RMS.
- Identify the AD RMS server hardware and software requirements.
- Install and provision an AD RMS server.
- Configure the AD RMS service connection point.
Module 3: Active Directory Rights Management Clients and Information Rights Management on Desktop Applications
- OS Versions and AD RMS Clients
- Microsoft Office IRM
- XPS IRM
- Rights Management Add-on for Internet Explorer and Rights-managed HTML
- Office Viewers and AD RMS
Lab : Protecting and Consuming AD RMS Protected Documents
- Protecting and Consuming AD RMS Protected Documents
Lab : Creating and Consuming AD RMS Content Using Microsoft Office Outlook 2007
- Creating and Consuming AD RMS Content Using Microsoft Office Outlook 2007
Lab : Protecting and Consuming Content Using XPS
- Protecting and Consuming Content Using XPS
- Describe AD RMS client software and its requirements.
- Deploy the Windows RMS client software in legacy clients.
- Identify the AD RMS components that are installed on client machines.
- Explain how IRM works in Microsoft Office products.
- Describe how the XPS format uses IRM, and how XPS can be used in conjunction with Microsoft Office applications.
- Explain how the Rights Management add-on for Internet Explorer enables users to view restricted files.
Module 4: Rights Policy Templates and the Super Users Group
- Introduction to Rights Policy Templates
- Creating Rights Policy Templates
- Protecting Content Using Templates
- Consuming Content Protected by Templates
- The Super Users Group
Lab : Creating and Using a Rights Policy Template
- Creating and Using a Rights Policy Template
Lab : Modifying Existing Templates
- Modifying Existing Templates
Lab : Distribute a Rights Policy Template
- Distribute a Rights Policy Template
Lab : Configuring the Super Users Group
- Create AD RMS-protected content using Excel 2007
- Enabling and Testing the Super Users Group
- Describe the features offered in rights policy templates.
- Identify template distribution features in AD RMS.
- Describe the processes for protecting and consuming content protected by rights policy templates.
- Define rights policy templates.
- Assign users and groups to rights policy templates.
- Specify expiration policies in rights policy templates.
- Explain how to retire and back up rights policy templates.
Module 5: Information Rights Management on Server Applications
- Microsoft Office SharePoint Server 2007 IRM
- Email Protection in Exchange Server 2007
- New AD RMS Features in Exchange Server 2010
- AD RMS Bulk Protection Tool and File Classification Infrastructure
Lab : Integrating AD RMS and Microsoft SharePoint Server 2007
- Enabling MOSS IRM
- Configuring MOSS IRM on Document Libraries
- Consuming Content using MOSS IRM
Lab : Integrating AD RMS and Microsoft Exchange Server 2010
- Using OWA without Microsoft Exchange IRM integration
- Configuring Exchange Server 2010 and AD RMS integration
- Implementing and validating Microsoft Exchange Server 2010 and AD RMS integration
Lab : Integrating AD RMS with Bulk Protection Tool
- Use Bulk Protection Tool to decrypt protected content
- Use Bulk Protection Tool to Protect content using AD RMS Templates
Lab : Protect Information Automatically Integrating AD RMS with FCI and Bulk Protection Tool
- Set up environment for FCI and AD RMS bulk protection
- Create classification property and rules
- Create file management task to restrict access to low and high business impact information
- Verifying FCI and AD RMS bulk protection functionality
- MOSS IRM
- Describe how MOSS works with AD RMS to protect documents stored in MOSS document libraries.
- Identify MOSS functionality.
- Describe MOSS’s logical and physical architecture.
- Describe how IRM works with MOSS to provide information protection.
- Exchange Server 2010
- Explain the new features provided in Exchange 2010 around AD RMS.
- AD RMS Bulk Protection Tool + FCI
- Describe how AD RMS Bulk Protection Tool can be used.
- Describe how FCI can be used.
Module 6: Managing Trust
- Introduction to AD RMS Trust Policies
- Trusted User Domains
- Trusted Publishing Domains
- AD RMS and Active Directory Federation Services
- Windows Live ID Trust
Lab : Configuring Trusted User Domains
- Export and import the TUD certificate
- Verifying AD RMS Functionality
- Reset Existing AD RMS Trust
Lab : Configuring AD FS Trust and User Experience
- Configure AD RMS Support for AD FS
- Adding SPN Entries
- Configure AD RMS Applications for Federation
- Configure the AD FS Client
- Verify AD RMS and AD FS Functionality
- Describe the core trust architecture in AD RMS.
- Describe Trusted User Domains and how they work.
- Explain when Trusted Publishing Domains are used and how they work.
- Describe the Active Directory Federation Service and how it works with AD RMS.
- Describe Windows Live ID and how it works.