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Create and manage segments in Dynamics 365 Customer Insights – Data (MB-7006)

  • Kursuskode M-MB7006
  • Varighed 1 Dag

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In this learning path, you practice building segments using Customer Insights - Data. The skills validated include building a segment from profiles, generating insights and suggested segments, and managing segments. As prerequisites, students will ingest a dataset and build a simple customer profile.

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These events can be delivered exclusively for your company at our locations or yours, specifically for your delegates and your needs. The Company Events can be tailored or standard course deliveries.

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Ingest data into Customer Insights - Data

Customer Insights - Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.

  • Introduction
  • Import data sources using Power Query
  • Clean, transform, and load data
  • Connect to an Azure Data Lake
  • Connect to a Microsoft Dataverse
  • Work with data sets
  • Refresh data sources
  • Check your knowledge
  • Summary

Create a unified customer profile in Dynamics 365 Customer Insights - Data

Dynamics 365 Customer Insights - Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights - Data.

  • Introduction
  • Define source columns
  • Define duplicate record settings
  • Define matching rules
  • Create a unified customer profile
  • Check your knowledge
  • Summary

Work with Dynamics 365 Customer Insights - Data

Customer Insights - Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights - Data.

  • Introduction
  • Configure searching and filtering indexes
  • Define activities
  • Work with measures
  • Segmentation
  • Get suggested segments
  • Segment insights
  • Use Customer Insights - Data for a complete solution
  • Check your knowledge
  • Summary

Guided project - Create and manage segments with Dynamics 365 Customer Insights – Data

In this module, practice building segments in Dynamics 365 Customer Insights - Data, including creating segments from profiles, creating segments with multiple rules, generating segment insights, and managing segments.

  • Introduction
  • Prepare for the guided project
  • Exercise - Create unified customer profiles
  • Exercise - Create measures
  • Exercise - Create segments
  • Exercise - Generate segment insights
  • Knowledge check
  • Summary
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Forudsætninger

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  • You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
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