Create and Manage Segments in Customer Insights – Data (MB-7006)
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.
Course Information
Price:
Duration:
Check out our full list of training locations and learning formats. Please note that the location you choose may be an Established HD-ILT location with a virtual live instructor.
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.
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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