We provide course about 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.
Content:
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
Course outline:
Module 1 - Ingest data into Customer Insights - Data:
• 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
Module 2 - Create a unified customer profile in Dynamics 365 Customer Insights - Data:
• Learn how to create a Customer Insights - Data instance
• Learn how to ingest data
• Learn about data unification
Module 3 - Work with Dynamics 365 Customer Insights - Data:
• Configure searching and filtering indexes
• Define relationships and activities
• Work with measures
• Use Customer Insights - Data
Module 4 - Guided project - Create and manage segments with Dynamics 365 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
Target audience:
Data Analyst and Dynamics Functional Consultant
Prerequisites:
• You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
Language:
• English course material, norwegian or english speaking instructor