Create and manage segments in Dynamics 365 Customer Insights – Data (MB-7006) [M-MB7006]

OVERVIEW

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.

CONTENT

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