MB-7006: Create and manage segments in Customer Insights – Data
Master the art of segment creation and management with Dynamics 365 Customer Insights – Data. Learn to ingest and unify data, create customer profiles, and generate actionable insights. Gain hands-on experience through labs and guided projects that focus on building and managing segments. Unlock the power of customer data to drive personalized experiences and informed decision-making.
Course Objectives
- Ingest data into Dynamics 365 Customer Insights – Data using various tools and connectors.
- Create unified customer profiles through data unification techniques.
- Configure search and filter indexes for effective data management.
- Define relationships and activities within Dynamics 365 Customer Insights – Data.
- Build customer segments using profiles and generate insights.
- Manage and refine customer segments for targeted marketing strategies.
- Gain hands-on experience through guided projects and labs for practical understanding.
Who should attend
- Data Analyst
- Dynamics Functional Consultant
Prerequisites
- You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
Course Outline
- Ingest data using Power Query.
- Connect to an Azure Data Lake.
- Connect to a Microsoft Dataverse.
- Work with data sets.
- Learn about data refreshes.
- Export data.
- Learn how to create a Customer Insights - Data instance.
- Learn how to ingest data.
- Learn about data unification.
- Configure searching and filtering indexes.
- Define relationships and activities.
- Work with measures.
- Use Customer Insights - Data.
- Create a segment using customer profiles in Dynamics 365 Customer Insights - Data
- Generate insights on a segment
- Manage segments
- Lab: Create unified customer profiles
- Lab: Create measures
- Lab: Create segments
- Lab: Generate segment insights
