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Create and manage segments in Dynamics 365 Customer Insights – Data

In this course, students will learn the ability to create and manage customer segments in Customer Insights – Data. Concepts include building a quick segment from a profile, building segments with...

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By Request
$675 USD
Duration 1 day
Course Code MB-7006
Available Formats Classroom

Overview

In this course, students will learn the ability to create and manage customer segments in Customer Insights – Data. Concepts include building a quick segment from a profile, building segments with multiple rules, generating suggested segments and insights on segments, building segments based on similar customers, and managing segments.

Audience Profile

Students should be familiar with Customer Insights – Data and have an interest in building segments that target unified profiles. Some segmentation/marketing experience and some simple data analysis experience is recommended.

Skills Gained

  • Ingest data from various sources into Dynamics 365 Customer Insights - Data to create a unified customer profile.
  • Build customer profiles by defining source columns, duplicate record settings, and matching rules.
  • Configure searching and filtering indexes to optimize data retrieval and analysis.
  • Define and utilize measures to gain deeper insights into customer behavior and trends.
  • Create and manage customer segments based on specific criteria and attributes.
  • Generate segment insights to understand customer preferences and tailor marketing campaigns.

Prerequisites

Familiarity with the basic features of Dynamics 365 Customer Insights, including data and basic data modeling principles.

Course Details

Outline

  • Ingest data into Customer Insights - Data
    • 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
  • Create a unified customer profile in Dynamics 365 Customer Insights - Data
    • Define source columns
    • Define duplicate record settings
    • Define matching rules
    • Create a unified customer profile
    • Check your knowledge
  • Work with Dynamics 365 Customer Insights - Data
    • Configure searching and filtering indexes
    • Define activities
    • Work with measures
    • Segmentation
    • Get suggested segments
    • Segment insights
    • Use Copilot in Dynamics 365 Customer Insights - Data
    • Use Customer Insights - Data for a complete solution
    • Check your knowledge
  • Guided project - Create and manage segments with Dynamics 365 Customer Insights - Data
    • Prepare for the guided project
    • Exercise - Create unified customer profiles
    • Exercise - Create measures
    • Exercise - Create segments
    • Exercise - Generate segment insights
    • Module assessment

Create a Unified Customer Profile in Dynamics 365 Customer Insights - Data

  • Define source columns
  • Define duplicate record settings
  • Define matching rules
  • Create a unified customer profile

Work with Dynamics 365 Customer Insights - Data

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

Guided Project - Create and Manage Segments with Dynamics 365 Customer Insights - Data

  • Prepare for the guided project
  • Exercise - Create unified customer profiles
  • Exercise - Create measures
  • Exercise - Create segments
  • Exercise - Generate segment insights
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

Contact Information
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FAQ

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Reviews

Labs and the study materials provided for Architecting on AWS course are very easy to understand and explains all the topics required to pass the Associate certification.

the class/lecture was amazing and very easy to understand and was in detail.

This is my second course with ExitCertified. This course exceeded my expectations. The teacher was great and the class was fun.

Great company -- easy to sign up and very organized. Loved my teacher and class overall.

great class and packed with material, would have lived to spread it more into many days but overall very informative.