- COURSE
Create and Manage Segments in Customer Insights – Data (MB-7006)
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Duration:
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.
Upcoming Class Dates and Times
All Sunset Learning courses are guaranteed to run
Course Outline and Details
Prerequisites
- You should be familiar with the basic features of Dynamics 365 Customer Insights – Data and basic data modeling principles.
Target Audience
- 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.
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
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.
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.
Work with Dynamics 365 Customer Insights – Data
- Configure searching and filtering indexes.
- Define relationships and activities.
- Work with measures.
- Use Customer Insights – Data.
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
Course Delivery Options
Train face-to-face with the live instructor.
Access to on-demand training content anytime, anywhere.
Attend the live class from the comfort of your home or office.
Interact with a live, remote instructor from a specialized, HD-equipped classroom near you. An SLI sales rep will confirm location availability prior to registration confirmation.