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

  • Référence M-MB7006
  • Durée 1 Jour

Modalité pédagogique

Classe inter en présentiel Prix

EUR795.00

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Modalité pédagogique

La formation est disponible dans les formats suivants:

  • Classe inter à distance

    Depuis n'importe quelle salle équipée d'une connexion internet, rejoignez la classe de formation délivrée en inter-entreprises.

  • Classe inter en présentiel

    Formation délivrée en inter-entreprises. Cette méthode d'apprentissage permet l'interactivité entre le formateur et les participants en classe.

  • Intra-entreprise

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Résumé

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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.

Prochaines dates

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    • Modalité: Classe inter à distance
    • Date: 30 janvier, 2026 | 9:00 AM to 5:00 PM
    • Centre: SITE DISTANT (W. Europe )
    • Langue: Anglais

    EUR795.00

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Programme détaillé

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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
Plus...

Pré-requis

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